Transparent Pricing. Built for Every Stage of Growth.

We offer three pricing tiers so you can access the right level of support for where your business is today. All pricing is below the national industry average.

Tier 1 · Startup

Pre-Revenue to $500K Annual Revenue

Designed for early-stage founders who need institutional-quality financial tools without enterprise-level pricing. Sliding scale based on current revenue.

40–50% below national market average

$400 – $975 / mo

$400 – $975 / mo

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Financial Analysis & Insight

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Budgets, Forecasts & Scenarios

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Reporting & Executive Decisions

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Advisory Services

+ Analytical Dashboards, Growth Modeling & Compliance Support available as add-ons

Exact pricing based on services selected and current revenue. No setup fees.

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Tier 2 · Growth

$500K to $5M Annual Revenue

Built for growing companies that need consistent financial visibility, board-ready reporting, and scalable advisory support.

20–30% below national market average

$1,225 – $1,750 / mo

$1,225 – $1,750 / mo

✓

Everything in Tier 1, plus:

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Analytical Dashboards

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Growth Modeling

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Compliance Support

Services can be added or bundled as your business grows.

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Tier 3 · Established

$5M to $50M Annual Revenue

For established businesses ready for institutional-quality advisory, custom dashboards, and proactive financial strategy at scale.

10–15% below national market average

$1,700 – $2,250 / mo

$1,700 – $2,250 / mo

✓

All 7 services included

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Custom dashboard builds

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Executive & board-ready reporting

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Multi-scenario growth modeling

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Full compliance & lender readiness

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Dedicated advisory support

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Custom bundling available

Custom bundles available. Contact us to discuss your scope.

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Common Questions

Not sure which tier fits?

We’ll help you figure it out — no pressure, no commitment.

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