Our Services
Essentials Plan
$250
Perfect for sole proprietorships or new owners who need clarity and control.
Monthly budget & expense review
Custom cash flow plan
One 30-minute strategy call/month
Unlimited email support
Billed monthly
Growth Plan
$450
Designed for growing businesses that need deeper financial strategy and accountability. Perfect for businesses who are ready to take the next step towards success
Everything in Essentials
Full pricing & profit margin analysis
Cost-cutting strategy session
Bi-weekly check-ins (2x/month)
Simple financial dashboard updates
Billed monthly
Partnership Plan
$750
For business owners who want a dedicated financial partner in their corner.
Everything in Growth
Weekly financial performance calls
Cash reserve + savings strategy
Forecasting & goal tracking reports
Priority support & same-day responses
Billed monthly
Contact Us
Interested in working together? Fill out some info, and we will be in touch shortly. Or call us today at (918-694-6803) to schedule a free 30-minute consultation!