Elite Advisory

You don't need another report. You need someone you trust in your corner. Every week.

Command Center gives you visibility into the numbers.

Elite Advisory gives you something different.

It's like having a CFO, COO, and CHRO on speed dial.

Someone who knows your business, understands where you're trying to go, and is in your corner when the decisions get hard.

Financial. Operational. People.

Margins slipping? We figure out why.

Thinking about adding another truck, hiring a manager, changing compensation, restructuring a department, taking on a major project, or making another expensive decision? We pressure-test it before you make the move.

A department is missing its numbers? We look beyond the scorecard to determine whether you have a financial problem, an operational problem, or a people problem, and what needs to happen next.

You get proven leadership from someone who founded, scaled, and sold a commercial mechanical company that made the Inc. 5000 two years in a row, without adding three executives to your payroll.

We meet every week to work through the business, make the decisions that need to be made, and keep things moving.

And when something can't wait until the next meeting, you have my cell.

Elite Advisory Includes

  • Weekly one-on-one CFO advisory and executive coaching

  • Mainstreet MEP® Command Center™ KPIs every Friday

  • Complete monthly financial reporting package by the 10th of each month

  • Cash-flow and margin reviews

  • Help setting decision authority and accountability

  • Help building a better operating and financial cadence

  • Financial, operational, and people diagnosis and plan forward

  • Leadership development and accountability

  • Pressure-testing major business decisions

  • Executive coaching, when requested

  • Direct access via my cell when an important decision can't wait

Elite Advisory Is Selective by Design

Elite Advisory is intentionally limited to a small number of companies.

Every engagement begins with an interview. We need to understand your business, where you want to take it, and whether we are the right people to work together.

Just as important, we need to share the same expectations around integrity, accountability, honest communication, and doing what we say we're going to do.

This works best when both sides are willing to have hard conversations, make decisions, and follow through.

Investment

Financial and Infrastructure Deep Dive: $1,500 one-time set up fee

Elite Advisory: starting at $2,500/month, 12-month committment, by application/interview only.

Ready to Lock In Your Spot?Use this form only after you have completed the initial fit call and interview with Robyn. If you have not done this, please use the link above to schedule that call. You must have an active QBO account to use this service. Only available to subscribers in the US.
Payment
ItemQuantityPrice
Advisory CFO Services with Weekly Calls and Software Subscription
$750 setup fee and $2500 per month
1
$3250.00
Order summary
ItemQuantityAmount
Advisory CFO Services with Weekly Calls and Software Subscription1$ 3250.00
Order Total
$0.00