Designed for business owners who need structured financial insight and forward-looking guidance without a full embedded CFO relationship. This engagement provides ongoing analysis of your financial performance, helping you understand what is driving profitability, where inefficiencies exist, and how your business is trending over time. Includes: • Monthly review of Profit & Loss, Balance Sheet, and Cash Flow • KPI development and tracking (revenue, margin, operating expense ratios, etc.) • Identification of financial trends and performance shifts • Quarterly strategic planning session • Guidance on pricing, margin, and operational adjustments • Direct advisory access via scheduled communication Outcome: You understand your numbers clearly and make decisions from data — not instinct.

Expanded CFO-level involvement focused on forecasting, cash flow management, and proactive financial planning. This engagement moves beyond reporting into forward-looking strategy. We build financial models that support growth while protecting stability. Includes everything in Strategic Advisory, plus: • Annual budget development and structured monthly variance analysis • Rolling cash flow forecasting (3–6 months minimum) • Profitability analysis by service, project, or revenue stream • Margin improvement recommendations • Scenario modeling for hiring, expansion, or capital investment • Bi-monthly strategy calls Outcome: Your financial decisions are intentional, modeled, and aligned with growth objectives.

A fully integrated fractional CFO relationship providing embedded financial leadership and executive-level oversight. This engagement positions us as a strategic partner in major financial decisions and long-term planning. Includes everything in Financial Strategy, plus: • Advanced forecasting and multi-scenario modeling • Board or leadership team reporting preparation • Capital planning and investment analysis • Compensation and hiring cost modeling • Support during major financial transitions (expansion, restructuring, funding, etc.) • Monthly executive strategy sessions • Priority communication and rapid-response advisory Outcome: You operate with financial clarity, controlled growth, and executive-level support guiding major decisions.