Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
13- Week Cash Flows
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KPIs
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Cash Flow Dashboards
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13- Week Cash Flows ✳︎ KPIs ✳︎ Cash Flow Dashboards ✳︎
Step 1: Understanding your needs.
If you're interested in working with us, please schedule a free consultation so we may better understand your needs and help your business with our services. No obligation — just a conversation to understand your needs and how we can help your business.
Step 2: Service Selection
After your free consultation, we'll send you a personalized plan outlining which services best fit your business, along with next steps to getting started together.
13 Week Cash Flow Model
Know exactly what's coming in and going out of your business, week by week, for the next quarter — before it happens. We will build you a clear, easy-to-read cash flow model so you always know if you're covered, and enough runway to act if you're not.
What's included: a custom 13-week forecast built around your actual business, a walkthrough call to explain financials, and 30 days of email support after delivery.
KPI & Variance Dashboard
See exactly where your business is beating or missing budget/forecast, and why. A clean, at-a-glance dashboard that compares your actual spending and revenue against your plan — no more digging through spreadsheets to find the story.
What's included: a custom variance dashboard built from your financials, key variance explanations, and a walkthrough call.
Cash Flow & Analysis Monitoring (Monthly)
Your forecast, kept current. We will create and update a 13 week cash flow model with actuals, create a variance analysis dashboard, flag anything that's shifted, and hop on a short call to walk through what it means for the weeks ahead — so you're never working off stale numbers.
What's included: 13 week cash flow model, monthly model updates, business analysis insights, a 30-minute check-in call, and priority email access for quick questions.
Custom Plan*
Every business is different, and sometimes the right solution is a mix of what we offer — or something built specifically around your situation. After your free consultation, if your needs don't fit neatly into one of our standard plans, we'll put together a custom scope and pricing based on exactly what your business needs.
What's included: varies by business — determined during your consultation and outlined in a personalized proposal.
2024
Chicago
Apnaa Kitchen Project
“Communication was top-notch and the final dashboard is more useful that we imagined. Great business insights that we will continue to use.”
Aapna Kitchen Co.