OCTOBER 2026: Reporting & cash visibility before year-end.
Best suited for an organization preparing for year-end forecasting, budgeting, board planning, or a stronger fourth-quarter.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
OCTOBER 2026: Reporting & cash visibility before year-end.
Best suited for an organization preparing for year-end forecasting, budgeting, board planning, or a stronger fourth-quarter.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
