Retainer Services
Lacking in-house skill? Not ready for a full-time hire? No problem - you can still get big-time insights!
Our Retainer Service offers flexible, on-demand support—whether you need help with ongoing tasks, another set of hands to assist your team, or just someone to talk things through with - we’ve got your back. We’re here to keep your work running smoothly.
On demand expertise
Keep your spreadsheets running smoothly with flexible, on-demand assistance. Get the firepower you need - on your schedule.
Flexible to your needs
Whether you need regular updates, quick fixes, or strategic analysis, we’ve got you covered. Big or small, every request gets top-tier attention.
Fixed prices, nothing hidden
Pick the plan that fits your workload. Our retainer tiers give you ongoing access to expert help at a fixed, predictable fee—no surprises, just pro-level help when you need it.
Pricing - Retainer Tiers
4 month minimum to sign-up, month-to-month after that
Fixed fee, billed monthly
Fee is as listed - no unlisted fees, no overtime uplifts, no hidden hour caps
Things get busy, then quiet—we know how it goes. We’ll help you pick the plan that fits where you’re at and what level of consistent support you actually need.
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When you just need a hand.
Occasional support
One-off questions or quick advice
Light spreadsheet clean-up
Ad hoc help, no heavy lifting
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Perfect for lighter workloads and keeping things running smoothly.
Support for simple, recurring tasks
Quick spreadsheet fixes and updates
Help with light reporting or cleanup
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A great fit for growing reporting needs and time-saving automation.
Foundational reporting and data organization
Basic automation to streamline repetitive tasks
Dashboard setup and visual tracking
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When you’re ready to go deeper with insights and data-driven decisions.
High-touch, responsive support
Advanced analysis and financial modeling
Collaborative report building and insights
Workflow automation for efficiency gains
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Ideal for high-impact work that supports decision-making at every level.
High-level project execution
Enhanced, customized dashboards and reporting
In-depth data analysis and business insights
High frequency requests & consultation
Strategic integration support and process improvement