2. Flexible Support: As-Needed Consulting
Investment: $175 per hour
Perfect for the business owner who needs professional eyes on a specific problem. Whether it’s a "clean-up" project, help with a specific financial transition, or a one-time strategy deep dive, I’m available to help you navigate the hurdles as they arise.
Starting Fresh? If we are setting up a new QBO account during our sessions, you'll receive a 15% discount on your monthly subscription for the life of your account when you register through me.
All consulting appointments will be virtual unless requested otherwise. Can do in-person meetings in Chippewa County for a $25 travel fee.
3. The Partnership: Retainer Consulting
Strategic guidance for the CEO who wants a CFO in their back pocket.
If you want ongoing accountability and a partner to help you steer the ship, these monthly retainers offer the best value and consistent access to my expertise.
Basic Retainer Consulting
Investment: $300 / month
Strategic guidance for the business owner who needs consistent support and accountability.
2 Hours of dedicated 1:1 time per month.
No Travel Fees for in-person meetings in Chippewa County.
Ongoing Support: Unlimited email and text support for your quick questions.
Preferred Pricing: Any additional hours beyond your retainer are billed at a discounted rate of $95/hour.
Exclusive Software Savings: Get a permanent 15% discount on your QuickBooks Online subscription when you set up a new account through me.
Premium Retainer Consulting
Investment: $500 / month
High-level partnership for the CEO ready for deeper financial strategy and more frequent collaboration.
4 Hours of dedicated 1:1 time per month.
No Travel Fees for in-person meetings in Chippewa County.
Ongoing Support: Unlimited email and text support to keep you moving forward.
Preferred Pricing: Any additional hours beyond your retainer are billed at our lowest discounted rate of $75/hour.
Exclusive Software Savings: Get a permanent 15% discount on your QuickBooks Online subscription when you set up a new account through me.