DiscoveryStrategic Foundation (4–6 Weeks)

Discovery focuses on establishing clarity and stabilizing your financial foundation.

We will:

• Clarify your mission, vision, values, and long-term goals
• Review financial statements and tax structure
• Stabilize current-year bookkeeping
• Evaluate cash flow and profitability systems
• Deliver a documented roadmap
• Recommend the right ongoing partnership

Investment

Sole Proprietors: $4,000–$6,000
S-Corps: $6,000–$8,000

Ongoing CareStrategic Partnership

Once we establish the foundation, we implement and optimize through one of three advisory tiers.

• Bronze — Foundational Planning
  Annual oversight and compliance support. Starting at $8,000 (Sole Props) / $10,000 (S-Corps)
• Silver — Strategic Advisory Partnership
  Our core tier. Ongoing visibility, disciplined cash management, and proactive planning. Starting at $12,000 (Sole Props) / $15,000 (S-Corps)
• Gold — Fractional CFO Partnership
  Embedded, leadership-level financial partnership for growing or complex businesses. Starting at $20,000 (Sole Props) / $25,000 (S-Corps)

Fees adjust for complexity (multiple entities, additional owners, multi-state operations, growth stage).

In addition to our ongoing care offerings, we can scope operational and project-based services (payroll, restructuring, advanced modeling, etc.) separately.

Lastly, we integrate personal financial planning to align your business with your life goals.