Financial Oversight for Business Owners Who Require Clarity and Control
This is monthly financial oversight for operators who are already producing revenue and want disciplined reporting, stronger cash flow control, and capital ready positioning. It begins with a Financial Diagnostic to establish visibility, identify leakage, and set a clear operating plan.
What This Service Is
A focused Financial Diagnostic followed by a monthly oversight cadence. You get financial visibility, decision support, and a clear plan tied to cash flow and capital goals.
- Financial Diagnostic that reviews income, expenses and reporting structure
- Cash flow analysis with leakage and risk identification
- Debt, reserves and prioritization review
- Strategy sessions during the diagnostic window
- Written action plan with priorities and execution sequence
Who This Is For
This is designed for business owners and high income earners who want strategic oversight without hiring a full time CFO.
- Business owners producing consistent revenue who want cleaner financial visibility
- Operators managing personal and business cash flow who need a disciplined cadence
- Clients preparing for financing, expansion, hiring, or restructuring
- Real estate investors who require clear cash flow and documentation readiness
What This Is Not
This is advisory and oversight. It is designed to improve financial decisions and reporting discipline, with clear boundaries on scope.
- Not tax preparation or tax representation
- Not day to day bill pay or account management
- Not credit disputes or correction work
- Not a template based financial plan
What Happens After the Diagnostic
After the Financial Diagnostic, you may transition into a monthly engagement based on fit, complexity and goals.
- Financial Oversight Membership at $1,000 per month
- Strategic Financial Partner at $2,000 per month
- Execute the plan independently with the written roadmap
- Pair financial oversight with Credit and Capital Readiness if needed