Transparent Pricing.
Exceptional Value.
Simple, monthly partnerships. No surprises. Comprehensive support across financial operations, risk advisory, investigations, human resources, and leadership development.
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ONE PARTNER
All the expertise you need in one trusted team.
COMPREHENSIVE SUPPORT
Financial, operational, HR, risk, and leadership.
VIRTUAL BY DESIGN
All meetings are virtual for your convenience and security.
MEASURABLE IMPACT
Better systems, lower risk, stronger results.
MONTHLY SERVICE PACKAGES
Choose the level of support that's right for your organization.
FOUNDATION
STARTING AT
$XXX.XX
per month
Essential support for strong daily operations.
Monthly Bookkeeping
Bank Reconciliations
Financial Statements
Quarterly Advisory Meeting
Basic HR Guidance
Secure Client Portal
Email Support
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Ideal for startups and small organizations.
MOST POPULAR
GROWTH
STARTING AT
$XXX.XX
per month
More insights. More support. More confidence.
Everything in Foundation
KPI Dashboard
Cash Flow Reporting
Monthly Advisor Meeting
Internal Controls Guidance
HR Consulting Support
Priority Response
Ideal for growing businesses.
PERFORMANCE
STARTING AT
$XXX.XX
per month
Strategic support for growing organizations.
Everything in Growth
Controller Oversight
Budget Assistance
Risk Monitoring
Compliance Reviews
Executive Reporting
Department Meetings
Ideal for established organizations.
EXECUTIVE PARTNER
STARTING AT
$XXX.XX
per month
Executive-level partnership and strategic leadership.
Everything in Performance
Strategic Planning
Leadership Coaching
Unlimited Advisory
HR Investigation Support
Custom Reporting
Quarterly Business Reviews
Ideal for organizations seeking high-level partnership.
All packages include secure client portal access and ongoing support from a dedicated advisory team.
ADDITIONAL ADVISORY SERVICES
Available individually or as enhancements to your monthly partnership.
Internal Controls Review
Custom Quote
Fraud Risk Assessment
Custom Quote
Financial Process Assessment
Custom Quote
QuickBooks Cleanup
Starting at $XXX.XX
Controller Services
Custom Quote
HR & Workplace Investigations
Custom Quote
Forensic Accounting
Custom Quote
Litigation Support
Custom Quote
Grant Compliance Review
Custom Quote
ADDITIONAL ADVISORY SERVICES
FOUNDATION
Build strong financial foundations.
PERFORMANCE
Strengthen operations and support growth.
GROWTH
Gain insights, improve systems, and reduce risk.
EXECUTIVE PARTNER
Drive strategy, leadership, and long-term impact.
ADD SERVICES AT ANY TIME
Risk Advisory
HR Consulting
Investigations
Forensic Accounting
Leadership Development
TRAINING & WORKSHOPS
Practical training that builds stronger teams and reduces risk.
LEADERSHIP DEVELOPMENT
-
Leadership Essentials
-
New Supervisor Academy
-
Executive Coaching
-
Communication Skills
-
Difficult Conversations
Available virtually or onsite.
FRAUD PREVENTION & CONTROLS
-
Fraud Awareness
-
Internal Controls Bootcamp
-
Ethics in the Workplace
-
Red Flags & Prevention
-
Financial Controls
Available virtually or onsite.
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HUMAN RESOURCES
-
Workplace Investigations
-
Documentation Best Practices
-
Performance Management
-
Harassment Prevention
-
Employee Relations
Available virtually or onsite.
FINANCIAL OPERATIONS
-
Reading Financial Statements
-
Budget Development
-
Cash Flow Management
-
QuickBooks Best Practices
-
KPI Dashboards
Available virtually or onsite.
SERVICE & BILLING INFORMATION
All meetings are conducted virtually.
In-person meetings are available upon request.
Travel and lodging expenses will be billed.
Pricing is consistent for clients located in Illinois and California.
Other states may require custom pricing.
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Retainer services are billed monthly in advance.
All invoices are due upon receipt.
