First
Introductory call
Free
30 minutes, by video or phone. We’ll hear what’s on your mind and tell you plainly whether we can help. It’s a conversation about fit, and you’re under no obligation.
Book an introductory callPricing
Ways to work together, and what they cost
Start with a free call. If it’s a fit, most owners begin with a fixed‑fee Clarity Assessment, then move to a flat monthly fee agreed up front. You’re never billed by the hour.
Introductory call and Clarity Assessment
Where most clients start
Clarity Assessment
Fixed fee
Two to three weeks. Marcie reviews your numbers and how work gets done, then hands you a one‑page scorecard, your top issues and a 90‑day roadmap.
- One‑page scorecard on each of the questions, red, yellow or green
- The three to five issues that matter most, in priority order
- A 90‑day roadmap with owners and costs
- A 60- to 90‑minute readout meeting
- A recommended next step
Monthly partnerships
A flat monthly fee, at three levels
Every level includes finance and operations work, the Big‑Decision Sounding Board and your secure client portal. Finance leads at the first level, and the operations work grows with each one.
Level 1
Clear Numbers
For owners who mainly need reliable numbers, someone to explain them, and a habit of acting on them.
Flat monthly fee, set after your assessment
Monthly meeting with Marcie, plus calls between meetings
- Monthly Financial Review
- One‑Page KPI Dashboard
- 12‑Week Cash Flow View, refreshed every two weeks
- A written action list from every meeting, with owners and dates
- A quarterly planning conversation
- A yearly controls recheck
Level 2
Confident Decisions
For growing owners making real decisions about hiring, spending and financing, whose team needs a rhythm.
Flat monthly fee, set after your assessment
Meetings with Marcie every two weeks
- Everything in Clear Numbers
- 12‑Week Cash Flow View, updated weekly
- Annual Budget and Plan‑vs‑Actual Tracking
- Growth and Funding Plan
- Profit by Job, Service and Customer, refreshed quarterly
- Banker‑Ready Financial Package, once a year
- Weekly Scorecard and Meeting Rhythm
- One operations improvement each quarter
Level 3
Profitable Growth
For larger or faster‑growing owners who want Marcie close to the business, on finance and operations together.
Flat monthly fee, set after your assessment
Weekly meetings with Marcie
- Everything in Confident Decisions
- Priority access for big decisions
- Marcie at your bank, board or partner meetings
- Marcie joins or runs your weekly team meeting until a manager can own it
- Process, systems and roles work every month
- Capacity and Hiring Plan, refreshed quarterly
- Finance and Team Coaching
- Capital Project Planning
How pricing works
One flat fee, agreed before we start
Your monthly fee depends on the size of your business, how many entities you have and how much operations support you want. We’ll give you a firm number after the assessment. It’s invoiced through QuickBooks on the 1st of each month, and you won’t be billed by the hour.
If your needs grow, we’ll talk about it at the quarterly check‑in before anything changes. Extra work is billed only when you’ve agreed to it in advance.
What sets your price
- Revenue and transaction volume
- Number of entities, properties or locations
- The state of the books when we start
- How often we meet, and how much operations work you want
One‑time projects
For a specific need
Each project has a fixed fee and a written scope, quoted after a short scoping conversation.
- Cash Flow Quick Start
- Your 12‑week cash view, built in two weeks and handed to your team.
- Clean Books and a Reliable Monthly Close
- Usually 30 to 90 days.
- Controls and Fraud Protection Checkup
- Two to three weeks.
- Banker‑Ready Financial Package
- For a specific loan, lease or bonding request.
- Operations Tune‑Up
- Scorecard, roles and three process playbooks, over about 90 days.
- Capital Project Planning and Oversight
- Planning for a fixed fee, and oversight as a monthly fee for the life of the project.
Terms in plain English
The fine print, without the fine print
Initial term
The first 90 days are an initial term, because that’s when we build the foundation. After that, it’s month to month with 30 days’ notice.
Billing
A flat fee invoiced in advance on the 1st, through QuickBooks. Assessments and projects are invoiced as agreed in the proposal.
Your decisions
You make every management decision. We don’t sign checks, approve payments or hold your bank logins with authority to move money.
Not included
Tax return preparation, audits or reviews of your financial statements, day‑to‑day bookkeeping, and legal or HR advice.
Questions
Questions
Why a flat fee instead of an hourly rate?
Because you shouldn’t have to think twice before calling us. A flat fee means you can ask the question when it comes up, not when you’ve saved up enough of them.
Is a monthly partnership cheaper than hiring a CFO?
For most growing businesses, yes, because you’re paying for part of a senior person’s month. The right comparison depends on your situation, and we’ll talk it through honestly on the call.
Can I change levels later?
Yes. We review the fit every quarter, and you can move up or down as the business changes.
