Foothill
Financial clarity and a strategic sounding board.
$1,200/month
For business owners doing $300K–$800K who know something's off but can't pinpoint what. You need someone to help you read the numbers, set priorities, and make confident decisions.
What You Get
Full deliverables list.
Monthly 60-minute strategy call with your advisor
Financial health dashboard — custom-built for your business
KPI identification and monthly tracking
Monthly performance report with insights and recommendations
Email support between calls (24-hour response time)
Quarterly business review (QBR) with written summary
The First 90 Days
What to expect when you start.
Week 1–2
Business intake and financial baseline
We review your books, identify your 5–7 most important KPIs, and set up your dashboard.
Week 3–4
First strategy call and 90-day priorities
We walk through your numbers together, identify the biggest opportunities, and set 3 clear goals for the quarter.
Month 2–3
Monthly rhythm established
Regular calls, ongoing KPI tracking, and your first QBR at the end of Month 3.
This is for you if...
- Owners who want financial visibility without a full operations overhaul
- Businesses with decent revenue but unclear profitability
- Operators who need a strategic sounding board, not a micromanager
- Companies considering scaling but unsure if the foundation is ready
This might not be the right fit if...
- Businesses that need hands-on SOP development or process design
- Owners looking for someone to manage their team directly
- Companies in crisis that need immediate, intensive intervention
See your projected return.
Enter your monthly revenue to see what Foothill-tier clients typically achieve.
Ready to get started?
Every engagement starts with a 90-minute discovery call — free for WNC businesses throughout 2026 as we launch.