Monthly Financial Strategy Plans

Service Description

At OneLink Financials, we offer three levels of financial support depending on the needs and growth stage of your business. Our goal is to help business owners gain clarity on their finances, improve cash flow visibility, and make more informed decisions. Each plan provides a different level of financial insight, reporting, and strategic support. Essentials Plan – $695 / month The Essentials Plan is designed for small businesses that need basic financial structure and regular reporting. This package helps business owners understand their financial position and stay organized. Includes: • Monthly financial reports (Profit & Loss summary) • Basic budget setup and tracking • Financial performance overview • One 30-minute strategy session per month This plan is ideal for businesses that want clear visibility into their numbers without complex financial analysis. Operator Plan – $995 / month The Operator Plan is designed for growing businesses that need deeper financial insight and planning support. It helps business owners move beyond basic reporting and begin actively managing financial performance. Includes: • Monthly financial reports • Rolling financial forecast • Custom KPI dashboard setup • Budget monitoring and adjustments • One 60-minute strategy session per month This plan is ideal for companies that want regular financial insight and improved operational decision-making. Strategic Partner Plan – $1,495 / month The Strategic Partner Plan provides full financial partnership for businesses scaling quickly or preparing for growth. This plan includes deeper analysis and ongoing strategic guidance. Includes: • Custom financial reports • Advanced financial forecasting • Cost and margin analysis • KPI performance tracking • Bi-weekly strategy calls This plan is ideal for businesses that want ongoing financial strategy and a trusted financial partner helping guide key decisions.