Get focused financial guidance for a specific challenge, question, or decision affecting your business. This session is designed for early-stage founders and small-business owners who need clarity on pricing, profitability, cash flow, budgeting, or financial planning without committing to an ongoing advisory engagement.
Pre-session financial intake questionnaire
Advance review of your primary question and submitted materials
30-minute virtual consultation with a Raíz&Co. finance partner
One-page Financial Insights Sheet
Three to five prioritized recommendations or next steps
One brief clarification email within seven days
Delivery of the insight sheet within three business days
Product or service pricing
Cost and margin concerns
Break-even questions
Startup budgets and cash needs
Cash-flow challenges
Financial KPIs and reporting
Funding readiness
Financial tools and systems
The session covers one business and one primary financial question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Detailed financial models, valuations, bookkeeping, accounting, tax preparation, and implementation are not included.
Additional analysis or deliverables require a separate quote.
Recommendations are based on the information provided by the client.
Financial outcomes are not guaranteed.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
Get focused financial guidance for a specific challenge, question, or decision affecting your business. This session is designed for early-stage founders and small-business owners who need clarity on pricing, profitability, cash flow, budgeting, or financial planning without committing to an ongoing advisory engagement.
Pre-session financial intake questionnaire
Advance review of your primary question and submitted materials
30-minute virtual consultation with a Raíz&Co. finance partner
One-page Financial Insights Sheet
Three to five prioritized recommendations or next steps
One brief clarification email within seven days
Delivery of the insight sheet within three business days
Product or service pricing
Cost and margin concerns
Break-even questions
Startup budgets and cash needs
Cash-flow challenges
Financial KPIs and reporting
Funding readiness
Financial tools and systems
The session covers one business and one primary financial question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Detailed financial models, valuations, bookkeeping, accounting, tax preparation, and implementation are not included.
Additional analysis or deliverables require a separate quote.
Recommendations are based on the information provided by the client.
Financial outcomes are not guaranteed.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
