Core Services:
- Financial & Operational Analytics
- Executive Reporting & Business Intelligence
- Strategic Optimization
Add on services:
Deep Analytics Package ($150 per report)
For businesses that need a deeper level of analysis beyond their standard monthly reporting. This includes:
- Comprehensive analysis of a specific business issue or performance area.
- Advanced trend identification and pattern recognition.
- Executive summary of findings.
- Root cause analysis where applicable.
- Data driven recommendations for improvement.
This is ideal for investigating unexpected performance changes, evaluating business initiatives, or gaining deeper operational insight.
Audit Readiness & Documentation Package ($50 per month)
This service is designed to help clients stay organized and prepared should financially records or supporting documentation ever need to be reviewed.
- Ongoing organization of submitted business records.
- Documentation review for completeness.
- Secure maitnence of analytical workpapers and supporting reports.
- Assistance compiling requested analytical documentation.
- Priority support for requests involving previously analyzed data.
This service provides analytical documentation support and organizational assistance. It does not provide legal representation, tax advice or CPA services.
Service Timelines & Standard Pricing: (Contract Based)
- 3 months / $340 per month
- 6 months / $180 – $240 per month
- 1 year / $180 – $240 per month
Service Tier Pricing: (Contract Based)
Basic Monitoring / $180 per month
- 2 focused analytic reports per month.
- 1 monthly check-in reviewing trends and key findings
- 1 final summary report with overall analytics and data trends.
Standard Monitoring / $210 per month
- 4 focused analytical reports per month.
- 1 monthly check-in reviewing data and analytic trends.
- 1 final analytic summary report.
- 1 final trend report.
Full-Service Monitoring / $240 per month
- 6 focused analytical reports per month covering different business metrics.
- 1 monthly check-in reviewing data trends and analytics.
- 1 final overall analytics report.
- 1 final trend report.
- 1 recommended action report based on collected and analyzed data.
Disclaimer: Deliverables depend on the quality, completeness, and timeliness of client provided documents and data.
Note: We are only currently serving United States at this time.