Packages
AT CSA we specialize in transforming high-potential businesses into industry leaders through strategic financial optimization and long-term growth planning. Our tiered consulting packages are designed to meet you where you are—whether you're a growing small business, an established company seeking comprehensive financial strategy, or a legacy business focused on sustainable wealth creation and transition.
Strategic Foundation Package
For businesses seeking financial
and team optimization.
Investment Options:
Standard Rate: $6,500/month
6-Month Commitment: $5,500/month
12-Month Commitment: $5,000/month
Core Services:
Financial Health Assessment and Optimization
KPI Development and Implementation
Cash Flow Management Strategy
Strategic Planning Framework
Monthly Performance Analysis
Key Features:
Monthly strategy sessions (2 hours)
Financial metrics dashboard setup
Cash flow optimization planning
Basic financial forecasting model
Quarterly goal alignment sessions
Deliverables:
Custom KPI tracking system
12-month financial projection model
Monthly performance reports
Strategic action plans
Cash flow optimization roadmap
Business Optimization Package
For established businesses requiring a
comprehensive deep dive
Investment Options:
Standard Rate: $10,500/month
6-Month Commitment: $9,500/month
12-Month Commitment: $9,000/month
Core Services:
Advanced Financial Modeling and Analysis
Strategic Business Planning
Executive Team Alignment
Risk Management Strategy
Advanced KPI Integration
Key Features:
Bi-weekly strategy sessions (2 hours)
Advanced financial forecasting
Monthly executive team reviews
Scenario planning workshops
Risk assessment and mitigation planning
Deliverables:
3-year financial projection model
Monthly strategic review reports
Risk management framework
Executive dashboard system
Quarterly business optimization plans
Legacy and Wealth Package
For established businesses focusing on
long-term financial sustainability
Investment Options:
Standard Rate: $15,000/month
6-Month Commitment: $14,000/month
12-Month Commitment: $13,500/month
Core Services:
Comprehensive Wealth Strategy
Business Valuation and Growth Planning
Multi-generational Financial Planning
Advanced Risk Management
Strategic Asset Allocation
Key Features:
Weekly strategy sessions (2 hours)
Quarterly wealth planning reviews
Monthly financial strategy sessions
Advanced financial modeling
Family wealth integration planning
Deliverables:
5-year comprehensive financial model
Business valuation and growth plan
Wealth preservation strategy
Monthly strategic execution support
Legacy planning framework
