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Consulting Services

FINTELLIGENCE

Financial Intelligence Advisory

A progressive advisory service with three tiers: FinRead reviews your financial statements, FlowWatch builds cashflow monitoring, and PlanRight develops your annual financial plan.

FinRead one-time · FlowWatch & PlanRight ongoing retainerFinRead: 1 week · FlowWatch & PlanRight: ongoing
$250/month

Starting price

What's Included:

  • FinRead: Financial statement reviews
  • FlowWatch: Cashflow monitoring system
  • PlanRight: Annual financial plan development
  • Progressive tier-based advisory
  • Expert advisory on analysis and planning
Get started ↓

What's Included

Everything you get with FINTELLIGENCE:

FinRead: Financial statement reviews
FlowWatch: Cashflow monitoring system
PlanRight: Annual financial plan development
Progressive tier-based advisory
Expert advisory on analysis and planning

Who this is for

Business owners and finance managers who need expert advisory.

Engagement type

FinRead one-time · FlowWatch & PlanRight ongoing retainer

Timeline

FinRead: 1 week · FlowWatch & PlanRight: ongoing

Frequently Asked Questions

FinRead is a one-time review of your financial statements. FlowWatch builds an ongoing cashflow monitoring system. PlanRight develops your annual financial plan. You can start with one and add others as needed.

Get Started with FINTELLIGENCE

Fill in your details and our team will reach out to get you started with FINTELLIGENCE within 1–2 business days.

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