Silver Plan

Our Silver plan is designed for organizational owners and leaders who want to get more out of their financial statements, gain deeper insight into their organization’s health, and identify opportunities for growth. With one-on-one training, dynamic reporting, and quarterly meetings with a business advisor, this plan is for the organization that is looking to take the next step towards transformation.

  • Silver
  • Starting at

  • 499/month*
  • Gain monthly insight into your business & identify opportunities for growth
    • Everything in Bronze plus…
    • Learn how to read and analyze your financial data
    • Gain insight into the critical ratios that impact your business
    • Conduct “what-if” scenarios with a business advisor to identify lost opportunities for growth
    • Meet with a business coach on a quarterly basis to review your business’s performance
    • Receive beautiful monthly reports with colorful graphs and charts that focus you on the right numbers

*doesn’t include initial setup and consultation. These services are quoted separately upon completion of discovery process.
**billed separately as an annual service