Every engagement is built on the same Business Performance Intelligence foundation — with the depth of analysis, guidance, and leadership increasing as your needs grow.
Before any recurring engagement, we establish where your business stands today. The Business Performance Baseline is a one-time, separately scoped foundation — the starting line we measure everything against.
Scoped to your data availability and business complexity. Pricing is determined after your Business Assessment — it is not a fixed published rate.
Start Your Business AssessmentEach level builds on the one before it. Every recurring engagement ordinarily begins with a Business Performance Baseline, then grows with your needs — from understanding, to evaluating, to managing, to leading.
See what's happening and why.
Evaluate what comes next before you act.
Build operational and financial discipline.
Drive strategic growth and long-term value.
Once your Baseline is in place, choose the ongoing engagement that fits. These are typical starting points — final pricing is scoped to your complexity. Public prices are unchanged.
Business Performance Intelligence, Strategic Projects, Fractional Controller, and Fractional CFO form the core engagement progression. Multi-Entity Solutions and AI Enablement are specialized capabilities that overlay the engagement that fits — not additional rungs on the ladder.
Best for owners who want a clear monthly view of performance, cash, and profitability.
Best for businesses evaluating a major decision before taking action. A bounded, project-based decision packet.
Best for businesses requiring ongoing financial leadership and accountability.
Best for businesses seeking executive-level financial leadership — the Controller rhythm plus strategic direction.
For family offices, holding companies, private equity, portfolio companies, and multi-location businesses. An enterprise overlay on any engagement level.
A cross-cutting capability — begins with an assessment and roadmap; implementation is scoped separately.
* Pricing shown represents typical starting points. Final pricing is determined after the Business Assessment and may vary based on scope, complexity, reporting requirements, number of entities, and data sources. Recurring engagements ordinarily begin with a separately scoped, one-time Business Performance Baseline (no published price). Industry benchmarking is provided where reliable data is available.
We price based on the complexity of the business, the data, the decisions, and the level of Controller involvement required — not a one-size-fits-all model. That keeps simple engagements accessible and complex ones fairly scoped.
Pricing considerations include
A methodology built on years of corporate Controller leadership and executive reporting.
The same disciplined framework every month — structured, consistent, comparable.
We never present a conclusion or number a Controller can't stand behind.
See what a finished Business Performance Baseline actually looks like.
Choose the engagement that fits where your business is today — each one is built on the same Business Performance Intelligence foundation.
Start Your Business Assessment