FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
💵 Our pricing is straightforward and tailored to your business. 📊 Dashboard projects typically start around $1,500, depending on complexity and number of data sources. 📅 Ongoing consulting support (to keep your dashboards updated + guide strategy) starts at $300/month. No hidden fees, no surprise bills — you’ll always know what’s included up front. We’ll give you a clear proposal after our discovery call so you can decide with confidence.
- What is your typical process for working with a new customer?
🛠️ Step 1 → Discovery Call: we learn about your business, goals, and pain points. 📊 Step 2 → Data Review: we connect with your accounting + ops systems and review your numbers. 📈 Step 3 → Dashboard Build: we design custom dashboards that show your key metrics at a glance. 🚀 Step 4 → Ongoing Support: we walk you through how to use them and provide consulting to keep you on track. It’s a simple, collaborative process designed to give you clarity fast.
- What education and/or training do you have that relates to your work?
🎓 With 20+ years as a CFO, Controller, and Certified Exit Planning Advisor (CEPA), I bring deep financial expertise and a strategic mindset. I’m also trained in advanced reporting tools (like Fathom HQ and LiveFlow), financial modeling, and KPI development — all focused on helping small businesses move from data overload to decision-ready clarity.