Pricing & value

This service is ideal if you’re looking for more than basic compliance and want to ensure you’re taking advantage of every legal tax-saving opportunity available.

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For business owners who need greater financial clarity and control, our Controller Services provide structured financial oversight, KPI tracking, and reporting.

• Weekly bookkeeping for real-time financial visibility
• Monthly financial reports (profit & loss, cash flow, balance sheet)
• Budget development and forecasting to track financial trends
• Custom KPI dashboards to measure business performance
• Transactional insights with InterVal® for proactive decision-making

If your business is growing and you need better financial oversight, structured reporting, and a clear financial roadmap, this service ensures you have the data and insights needed to scale.

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For business owners seeking high-level financial strategy, valuation insights, and executive-level guidance, our CFO Services provide the expertise needed to scale, invest, and optimize financial performance.

• Quarterly growth strategy sessions to align financial decisions with business goals
• Advanced financial modeling and valuation support
• Long-term financial planning to support scalability
• Cash flow engineering to ensure capital is working efficiently
• Strategic deal flow analysis for investment and expansion opportunities
• Exclusive access to Dan Nicholson’s network and expertise

If you’re making big financial decisions, evaluating business valuation, or planning for long-term growth, this service provides the strategic insights, forecasting, and financial planning expertise needed.

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• Proactive, Not Reactive – We don’t just handle compliance; we create financial systems that drive business success.
• ROI-Focused Strategies – Clients experience significant tax savings, cash flow optimization, and long-term wealth-building opportunities.