How We Start


We start with a “Financial Strategy Session" which is a complimentary 45-minute meeting, either in person or on the phone, where we can get very clear about what the issues really are, and we can provide you with suggestions on how we might move forward. Prior to the meeting we will send you a one page list of questions about the structure of your business.

If we decide there's a good fit and we both want to work together, we will discuss the specifics, what needs to be done and how, including expectations for both the client and consultant. Once the specific needs are defined, an engagement letter will be prepared which will outline the terms of our agreement and the scope of the work. Because every client's needs are uniquely different, work is billed hourly. Our basic fee is $150 per hour.  Special projects, such as the One Page Business Plan®, are separately priced.

All client and prospect information is strictly confidential. 

There are two indispensable people in my business: me, because I am the owner, and Mary Ann, because of what she has done for this company. Candace Haine, President,The Gift Horse, Berkeley

© Consulting Controller Inc. 2017