CFO-level strategy at a fraction of the cost.

Every engagement includes a dedicated advisor, monthly deliverables, and direct access to Garrett - no junior analysts, no handoffs. Choose the tier that fits where you are right now.

Services

Foundation

$1,500/month - No long-term contract

For businesses who need financial visibility and a trusted advisor in their corner.

  • Monthly financial close & reporting

  • P&L, balance sheet & cash flow statement

  • Custom KPI dashboard

  • 1 monthly advisory call (60 min)

  • Email support between sessions

  • Bookkeeping coordination & oversight

Growth

$3,000/month - No long-term contract

For founders ready to operate from a position of financial strength and make decisions with real data.

  • Everything in Foundation

  • 13-week rolling cash flow forecast

  • Budget vs. actual tracking

  • Pricing & margin analysis

  • 2 monthly advisory calls (60 mins each)

  • Unlimited async messaging

  • Vendor & expense optimization review

Partner

$5,500/month - 3-month minimum

For businesses making significant financial decisions who need a true strategic partner

  • Everything in Growth

  • Board-ready financial reporting packages

  • Scenario modeling & decision support

  • Capital raise or acquisition prep

  • Unlimited advisory calls

  • Direct line access to Garrett

  • Annual strategic financial roadmap

Frequently Asked Questions

  • No necessarily. If you don’t have one, we can recommend a vetted bookkeeper and coordinate with them directly. Our role is advisory and strategic — we work alongside your bookkeeper, not instead of them

  • We work within QuickBooks Online and build client dashboards in Google Looker Studio. If you’re on a different platform, reach out and we can discuss compatibility.

  • Most clients are fully onboarded within 2 weeks. That includes connecting to your books, building your reporting dashboard, and completing your first advisory call.

  • Foundation & Growth tiers are month-to-month — cancel any time within 30 days notice. The Partner tier requires a 3-month minimum to ensure we can deliver meaningful strategic work.

  • We typically work best with businesses generating between $250k and $10M in annual revenues. If you’re outside that range, reach out anyway — we’ll be honest about whether it’s a fit.