I specialize in transforming complex financial data into meaningful, easy-to-understand insights that support better business decisions. Through detailed reporting and analysis, I help businesses identify trends, measure performance, manage resources effectively, and plan for sustainable growth. From profitability and cash flow to budget comparisons and forecasting, my goal is to provide clarity and strategic value that empower organizations to move forward with confidence.
Starter Package – $150/month (~10 hours) - Perfect for startups and small businesses needing basic financial visibility.
Includes:
Monthly P&L, Balance Sheet & Cash Flow
Basic KPI tracking (Revenue, Expenses, Net Profit)
One-page executive summary
Email support for questions and clarifications
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Growth Package – $300/month (~20 hours) - Ideal for growing businesses that need deeper insights and monthly performance analysis.
Includes everything in Starter, plus:
MoM & YoY trend analysis
Budget vs. Actuals tracking
Financial health scorecard (liquidity, solvency, profitability)
Visual dashboard in Excel or Google Sheets
Monthly performance summary with insights & recommendations
Up to 1 hour/month video call review
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Pro Package – $450/month (~30 hours) - For scaling businesses that require comprehensive financial analysis and strategic guidance.
Includes everything in Growth, plus:
Customized KPI dashboard
Scenario modeling & forecasting
Cash flow projection (monthly or weekly)
Product/service line profitability analysis
Investor/stakeholder reporting support
Up to 2 hours/month of consultation calls
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Add-On Services (available on-demand at $15/hour)
Board presentation prep
Budget planning or reforecasting
Tool integration (QuickBooks, Xero, etc.)
Audit or due diligence support
**Transparent pricing. Strategic insights. Real value. Let VPO be your numbers expert — so you can focus on growing your business.**