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Everything in Intermediate, plus: • Tax returns prepared with our partner CPAs • Structured project plan and milestone tracking for a major initiative • Hands-on continuous-improvement facilitation and operating cadence • Deeper finance controls and reporting redesign (FP&A / cash discipline) • Nonprofit / grant-management process design where applicable • Growth-stage credit and diligence readiness support (educational) • Custom templates and team training • 90 days of dedicated support with scheduled check-ins•
Everything in Intermediate, plus: • Tax returns prepared with our partner CPAs • Structured project plan and milestone tracking for a major initiative • Hands-on continuous-improvement facilitation and operating cadence • Deeper finance controls and reporting redesign (FP&A / cash discipline) • Nonprofit / grant-management process design where applicable • Growth-stage credit and diligence readiness support (educational) • Custom templates and team training • 90 days of dedicated support with scheduled check-ins•