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.
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.
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.