Service Level Price Features
Workshop $750 (one-time) A live workshop to understand your business, pain points, and key financial metrics.
Level 1: INFORMATION $450/month
  • Daily Financial Health Monitoring: Tailored Pulse+ Reports with essential metrics.
  • Includes up to 5 monitored metrics.
Level 2: INSIGHTS $900/month
  • Everything in INFORMATION, plus:
  • Weekly CFO Insights: Expert analysis of trends, variances, and opportunities.
  • Transaction Alerts: Proactive reviews of unusual or infrequent transactions.
  • Includes up to 8 monitored metrics.
Level 3: IMPACT $1,200/month
  • Everything in INSIGHTS, plus:
  • Virtual CFO Consultations: 30-minute one-on-one sessions with Josh Hannum.
  • Includes up to 8 monitored metrics.