Co-Pilot Plan
Your trusted partner in the cockpit. The Co-Pilot Plan puts a financial expert by your side to help you navigate every twist, turn, and challenge with confidence. You’ll never fly solo — we work alongside you to keep operations smooth, decisions clear, and momentum strong, so you can stay focused on what you do best.
Strategic Navigation & Guidance
We partner with you to create a clear financial roadmap, offering expert insights, resources, and actionable steps to keep your business on course.
On-Call Expertise
From quick check-ins to critical decisions, we’re your financial co-pilot — ready to provide clarity, expertise, and support whenever you need it.
Ongoing Flight Adjustments
We continuously monitor performance, identify opportunities, and help you pivot when needed so your business stays aligned with its goals and growth trajectory.
Ideal For
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Business owners looking for CFO-level guidance without hiring in-house.
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Companies preparing for rapid growth or outside investment.
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Founders needing an experienced partner to navigate financial complexity.
Pricing
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Monthly Plan: $1,295/month
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One-Time Onboarding Fee: $350
Onboarding Includes:
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Initial setup of your systems and accounts.
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Review of your current structure, processes, and workflows.
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Customized action plan to hit the ground running.
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Dedicated launch call to align on goals, timelines, and next steps.