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Package 1: Compliance & Risk Management (Best for Trucking & Service-based Businesses)

Compliance & Risk Management 

Ideal For: Trucking companies with multiple drivers, service-based businesses)

What’s Included:

  • Compliance audit and report
  • Training for managers on FMCSA and payroll compliance
  • Ongoing support for policy updates
  • Customized compliance manual and checklists

Delivery: One-time setup with quarterly check-ins

Pricing: $1,500 setup, $250/month maintenance

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Package 2: Financial Strategy & Operations (Best for Small to Mid-Sized Businesses)

Financial Strategy & Operations

Ideal For: Companies needing cash flow optimization and financial planning

What’s Included:

  • Financial health assessment
  • Custom budgeting and forecasting tools
  • Monthly financial reports and analysis
  • Training for in-house staff

Delivery: Monthly or quarterly subscription

Pricing: Starting at $1,000/month

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Package 3: Business Process Optimization (Best for Growing Businesses)

Business Process Optimization

Ideal For: Companies scaling operations and needing streamlined workflows

What’s Included:

  • Workflow mapping and efficiency assessment
  • System integration for payroll, accounting, and project management
  • Training on best practices for business operations

Delivery: Project-based with follow-up support

Pricing: $3,000 for a 3-month engagement

Strategic Advisory Retainer 
(Best for Established Businesses)

Ideal For: Businesses looking for ongoing guidance

What’s Included:

  • Bi-weekly strategic sessions
  • Access to on-demand advisory services
  • Monthly progress reports and action plans

Delivery: Ongoing retainer

Pricing: $1,500/month 

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