ExpressX Financial Advisory Program

Tiered Financial Services for Smart Growth & Operational Clarity
Built for business owners, operators, and entrepreneurs ready to make better financial decisions with expert-backed guidance.

We Offer Two Tier Finance Solution

 

Tier 1: Foundation – Setup & Strategy

For startups and small businesses building their financial structure.

Includes:

  • Business financial setup & compliance review
  • Budget planning & forecasting tools
  • Tax strategy alignment (with CPA partners)
  • Governance-based revenue planning
  • Banking & payment infrastructure consulting

A clean, scalable financial foundation designed for growth.

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Tier 2: Growth – Margin & Modeling

For growing operators needing tighter control and smarter projections.

Includes:

  • Monthly financial check-ins & dashboard reviews
  • Custom revenue-sharing & pricing models
  • Merchant margin optimization
  • Cash flow planning & scaling strategies
  • AI-powered reporting & performance tracking

A high-functioning financial engine that supports expansion and profitability.

 

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Start with a Discovery Session

We begin with a 1:1 call to assess your business stage, structure, and financial goals—then recommend the right tier for you.