Consulting Services

Expert guidance for mission-driven finances

Real people. Real expertise. Choose the engagement level that fits your organization — from a one-time budget review to ongoing advisory you can count on every month.

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Budget Review
$89 one-time

A focused 90-minute session to diagnose your current budget, find the leaks, and leave you with a clear action plan.

  • 90-minute video call with a consultant
  • Review of your existing budget or fund structure
  • Written summary of findings + recommendations
  • One follow-up email within 7 days
  • Best for: churches & schools new to structured budgeting
Get Started — $89
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Ongoing Advisory
$299 /month

A dedicated financial advisor who knows your organization inside and out. Strategic oversight, compliance guidance, and board-ready reporting.

  • Unlimited advisory calls (M–F)
  • Full financial operations review & optimization
  • Board & stakeholder reporting package
  • Restricted fund compliance guidance
  • Staff financial literacy training (quarterly)
  • Everything in Financial Planning, included
  • Best for: schools, multi-site churches, small businesses
Get Started — $299/mo

How it works

No sales calls. No contracts with hidden terms. Just straightforward consulting.

1

Pick your plan & pay

Choose the tier that fits and check out securely via Stripe. Takes 30 seconds. No contracts, cancel anytime.

2

We schedule your first call

A real consultant reaches out within 24 hours to introduce themselves and book your first session.

3

Get to work

Your first session gets booked within the week. Most clients have a clear financial plan within 30 days.

Tell us about your organization

Not sure which tier fits you? Just say so in your message. We'll help you figure out the right level of engagement before any commitment.

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We reply to every inquiry within 24 hours
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No spam, no hard sells
No commitment until you're ready

We'll follow up within 1 business day. Usually sooner.

Inquiry received!

We'll review your submission and get back to you within 1 business day — usually within a few hours.

Start tracking your budget for free while you wait.