Retainer Service Packages
At Lumina Consulting, we offer tailored retainer packages designed to support businesses at every level — from emerging companies seeking financial oversight to established organizations in need of executive-level strategy. Whether you’re looking for monthly P&L reviews, forecasting support, KPI dashboards, contract pricing models, or full CFO-level guidance and board-ready reporting, our tiered services ensure you get the right level of expertise without the cost of a full-time hire. Each package provides clear deliverables, defined boundaries, and responsive support so your financial operations are always aligned with growth.
Tier 1 – Starter
(up to 20 hrs/month)
Who it’s for: Smaller companies ($5–15M revenue) needing oversight but not deep CFO involvement.
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Included Deliverables:
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• Monthly P&L review & variance analysis (1 report/month)
• Budget-to-actual monitoring (high-level variance flagging)
• Quarterly forecast update (simple projection adjustments)
• 1 strategy call/month (up to 90 min)
• Email support (responses within 72 hours)
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Exclusions / Boundaries:
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• No weekly meetings
• No detailed contract pricing models
• No board presentations
• Operational audit work billed separately
Tier 2 – Growth
(40–50 hrs/month)
Who it’s for: Mid-sized companies ($15–50M revenue) needing regular guidance and financial modeling support.
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Included Deliverables:
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• All Tier 1 services, plus:
• Weekly KPI dashboard (custom Excel or ERP-based)
• Contract pricing & costing support (up to 2 models/month)
• Operational efficiency review (monthly audit on one focus area: fleet, logistics, or procurement)
• Weekly check-in call (60 min) with leadership team
• Email support (responses within 48 hours)
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Exclusions / Boundaries:
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• No full-company operational audit (requires project fee)
• No standing board-level financial reporting
• No unlimited contract modeling — capped at 2/month
Tier 3 – CFO-as-a-Service
(60–80 hrs/month)
Who it’s for: Companies ($50M+ revenue or high growth) that need executive-level finance leadership but don’t want a full-time CFO.
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Included Deliverables:
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• All Tier 1 & 2 services, plus:
• Annual budget build + rolling forecast (updated monthly)
• Board-ready reporting packages (financial decks & commentary, monthly or quarterly)
• Contract & pricing strategy for multimillion-dollar deals (up to 4 models/month)
• Fraud & compliance oversight (ongoing monitoring)
• Leadership training & mentoring for finance/ops staff
• Weekly executive meeting participation (up to 2 hrs/week)
• Email support (responses within 24 hours)
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Exclusions / Boundaries:
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• No full-time employee substitution (i.e. not an interim CFO on-site every day)
• No accounting transactional work (AP/AR bookkeeping)
• Projects outside the above scope (e.g. ERP implementation, deep-dive audits) billed separately
