Packages
Simple, Transparent Financial Advisory Plans
Two monthly packages, both built on the same reporting architecture. Choose the depth of analysis your business needs today.
Every package begins with our paid 14-Day Financial Architecture Sprint to clean existing accounting data and set up your reporting pipelines.
Cash & Profit Sentinel
For owner-led SMEs who need reliable monthly clarity.
- Clear monthly profit report
- 90-day cash tracker
- Departmental Budget Check & Variance Matrix
- 10-minute recorded video briefing
- Prompt, flexible response times tailored to your monthly reporting schedule
Most popular
Executive Boardroom Package
Our most popular plan for scaling multi-channel businesses.
- Full profit & loss architecture (IFRS 18 layout)
- Product and channel level profit audits
- 13-week rolling cash forecast
- Departmental Budget Check & Variance Matrix
- Monthly asynchronous Loom recorded video briefing
Comparison
Compare the Packages
Every plan includes the Departmental Budget Check & Variance Matrix — actual spend compared against each department's budget, every month.
| What you receive | Cash & Profit Sentinel | Executive Boardroom |
|---|---|---|
| Clear monthly profit report (P&L) | ||
| Cash visibility | 90-day cash tracker | 13-week rolling forecast |
| Departmental Budget Check & Variance Matrix | ||
| Product & channel profit audits | — | |
| Monthly video briefing | ||
| Financial statements & management reporting pack | — |