Strategic advisory for SaaS teams

Choose the package that fits your integration strategy and growth stage

Starter

Starting at
$345 / month

Best for startups building their initial partner strategy, exploring integration opportunities, or wanting early advisor feedback.

  • Product advisory calls (QBO-focused)Quarterly
  • Advisor partner program design–
  • Go-to-market strategy, accountant channel–
  • Content co-marketing–
  • Conference collaborationAnnual 30-min
  • Optional deep-dive consults$350/mtg
  • Slack support24–48 hr replies
Ask about Starter

Advisory

Starting at
$645 / month

Best for teams scaling within the accounting channel that want accountability and clear direction across product, go-to-market, and partnership strategy.

  • Product advisory calls (QBO-focused)Monthly
  • Advisor partner program designQuarterly
  • Go-to-market strategy, accountant channel–
  • Content co-marketing–
  • Conference collaborationAnnual 1 hour
  • Optional deep-dive consults$297.50/mtg
  • Slack supportWithin 24 hr
Ask about Advisory

Growth

Starting at Most popular
$2,195 / month

Best for companies seeking active collaboration, visibility, and measurable channel growth, with an experienced advisor integrated into their product strategy.

  • Product advisory calls (QBO-focused)Bi-weekly
  • Advisor partner program designMonthly
  • Go-to-market strategy, accountant channelQuarterly
  • Content co-marketingIncluded
  • Conference collaborationSemi-annual 2-hour
  • Optional deep-dive consults$245/mtg
  • Slack supportWithin 4 hr
Ask about Growth

Starter

Best for startups building their initial partner strategy, exploring integration opportunities, or wanting early advisor feedback.

Starting at $345 / month

Ask about Starter →

Advisory

Best for teams scaling within the accounting channel that want accountability and clear direction across product, go-to-market, and partnership strategy.

Starting at $645 / month

Ask about Advisory →
Most popular

Growth

Best for companies seeking active collaboration, visibility, and measurable channel growth, with an experienced advisor integrated into their product strategy.

Starting at $2,195 / month

Ask about Growth →
FeatureStarterAdvisoryGrowth
Strategic product advisory calls (QBO-focused)QuarterlyMonthlyBi-weekly
Advisor partner program design–QuarterlyMonthly
Go-to-market strategy for the accountant channel––Quarterly
Content co-marketing––✓
Conference collaborationAnnual 30-minAnnual 1 hourSemi-annual 2-hour
Optional deep-dive consults$350/mtg$297.50/mtg$245/mtg
Slack support24–48 hr repliesWithin 24 hrWithin 4 hr

Billed monthly. No long-term contract: either of us can end the engagement with 30 days’ notice.

Common questions

How do we get started?

Send an inquiry and tell me a little about your product. If it looks like a fit, we set up an intro call. After that you receive a proposal to review and approve online, and we schedule your first session.

Is there a long-term contract?

No. Packages run month to month, and either of us can end the engagement with 30 days’ notice.

How does billing work?

Packages are billed at the start of each month, and your first month is prorated. You approve the agreement and manage payment online, so you can see every charge.

What happens on an advisory call?

Each call is 60 minutes on Zoom. We work through your roadmap, integration and partner questions from the point of view of the accountants and bookkeepers who will recommend your product to their clients.

What if I need more time than my package includes?

Add a 45-minute deep-dive consult whenever you need one, at your package’s rate. Each comes with a recording, an action plan and follow-up notes.

Can I change packages later?

Yes. Tell me what has changed and we will update your agreement.

Ask about a package