We partner with business owners and leadership teams to unlock financial clarity, build better systems, and drive lasting operational growth. From a targeted financial audit to full-scale implementation support — our tiered engagement model meets you where you are and takes you where you want to go.
We review your goals, financials, and current state to confirm scope and fit — at no charge.
A written scope of work with fixed fee, timeline, and deliverables — confirmed before any work begins.
Structured in clear phases with regular check-ins and milestone reviews throughout.
All deliverables in editable formats — Excel, PDF, Word. We walk through every finding in a live session.
A check-in call included with every tier to address questions and refine priorities after delivery.
Every engagement is scoped to your specific situation with a fixed fee confirmed in writing before we begin. Click a tier to see the full scope.
A focused financial audit for business owners who want an independent, objective view of where they stand — and a clear, actionable roadmap for what to do next. We go beyond surface-level reporting to diagnose root causes of margin pressure, cost inefficiency, and revenue leakage, then translate those findings into a prioritized set of recommendations sequenced by impact and ease of execution.
| Deliverable | Description | Format |
|---|---|---|
| Financial Audit Report | Full P&L analysis with line-by-line commentary, margin breakdown, trend analysis, and YoY comparison across all available periods | PDF + Word |
| Industry Benchmark Report | Key financial metrics benchmarked against industry medians — gross margin, expense ratios, revenue per employee, and more | |
| Key Findings Summary | Executive-level summary of the 5–10 most significant findings, categorized by financial impact and urgency | |
| Strategic Recommendations | 8–12 prioritized recommendations with implementation sequencing, estimated impact range, and responsible party | PDF + Word |
| Presentation Session | Live 90-minute walkthrough of all findings and recommendations with your leadership team; Q&A included | Video call |
| 30-Day Check-In | Follow-up call 30 days post-delivery to discuss progress, answer questions, and refine priorities | Video call |
Everything in Tier 1 — the full financial audit and strategic recommendations — plus a complete financial analysis packet with a working Excel model, an operational and systems audit, and an expanded recommendation set with quantified impact estimates. Built for owners who want the analytical tools to make better decisions, model scenarios, and track progress against a financial plan going forward.
| Deliverable | Description | Format |
|---|---|---|
| All Tier 1 Deliverables | Full financial audit report, industry benchmark report, key findings summary, strategic recommendations, and sessions | Multiple |
| Financial Analysis Packet | Comprehensive document covering all entities: income statements, balance sheets, ratio analysis, and strategic context | PDF + Word |
| Financial Model | Dynamic Excel workbook with 3-statement model, scenario toggles, revenue drivers, expense categories, and budget framework — fully editable | Excel |
| Operational Audit Report | Assessment of technology, workflows, reporting, and organizational structure with efficiency opportunities ranked by impact | PDF + Word |
| Strategic Recommendations | 10–15 recommendations across financial, operational, and systems dimensions — each with implementation steps and estimated impact | PDF + Word |
| Presentation Session | Full walkthrough of all deliverables with your leadership team — typically 2 hours with Q&A | Video call |
| 30-Day Check-In | Follow-up call to review progress, answer model questions, and refine priority sequencing | Video call |
Everything in Tier 2 plus structured, hands-on implementation support across the highest-priority initiatives identified in the audit. We do not hand you a report and leave — we stay engaged through vendor selection, technology transitions, process changes, and system buildouts, acting as your implementation partner until the work is done.
| Deliverable | Description | Format |
|---|---|---|
| All Tier 2 Deliverables | Complete financial audit, financial model, operational audit, and strategic recommendations as described in Tier 2 | Multiple |
| Implementation Playbook | Prioritized initiative list with timelines, owners, dependencies, and 30/60/90-day milestones for each item | PDF + Word |
| Vendor RFP + Comparison | For each system or vendor change: requirements doc, RFP template, vendor shortlist, and comparison matrix with recommendation | Word + Excel |
| SOP Documentation | Written standard operating procedures for key workflows impacted by operational changes | Word |
| KPI Dashboard | Custom reporting dashboard with metrics, targets, and data sources connected (Excel or BI tool depending on client stack) | Excel / BI |
| 60-Day Implementation Review | Structured review session 60 days into implementation to assess progress, unblock issues, and adjust priorities | Video call |
| Ongoing Advisory Retainer | Optional post-project retainer: bi-weekly advisory calls, model maintenance, vendor management support, and on-call strategic access | Monthly |
The Tier 4 engagement is for clients who need something built. It is a managed build service delivered under the Rockne Group name — from a proprietary workflow tool or client-facing application, to an AI agent, reporting dashboard, or website. We scope the project, direct execution through our vetted partner network, and own delivery against a defined timeline and budget. Build engagements are available as standalone projects or as a natural extension of any Tier 2 or Tier 3 advisory engagement — where we already understand your workflows, data, and strategic priorities.
Every engagement begins with a scoping document and fixed fee — no billable hours or surprise invoices.
| Feature / Service | Tier 1 | Tier 2 | Tier 3 | Tier 4 |
|---|---|---|---|---|
| Full P&L + margin audit | ✓ | ✓ | ✓ | — |
| Cost structure analysis | ✓ | ✓ | ✓ | — |
| Industry benchmarking | ✓ | ✓ | ✓ | — |
| Strategic recommendations report | ✓ | ✓ | ✓ | — |
| Revenue optimization roadmap | ✓ | ✓ | ✓ | — |
| Cash flow analysis | ✓ | ✓ | ✓ | — |
| Operational & systems audit | — | ✓ | ✓ | — |
| Technology stack evaluation | — | ✓ | ✓ | — |
| KPI dashboard design | — | ✓ | ✓ | — |
| 3-statement financial model | — | ✓ | ✓ | — |
| Revenue + scenario modeling | — | ✓ | ✓ | — |
| Financial analysis packet | — | ✓ | ✓ | — |
| Implementation roadmap | — | — | ✓ | — |
| CRM / payments vendor selection | — | — | ✓ | — |
| Vendor RFP + negotiation support | — | — | ✓ | — |
| Tech & systems implementation | — | — | ✓ | ✓ |
| 60-day post-implementation review | — | — | ✓ | — |
| Ongoing advisory retainer (optional) | — | — | ✓ | — |
| Website & app development | — | — | — | ✓ |
| Custom software & workflow tools | — | — | — | ✓ |
| AI agents & process automation | — | — | — | ✓ |
| Managed build delivery | — | — | — | ✓ |
| Post-launch support (30-day) | — | — | — | ✓ |
Financial audit + strategic recommendations. Fixed project fee.
Full analysis, working financial model + operational audit. Fixed project fee.
Everything in Tier 2 plus hands-on implementation. Fixed fee + optional monthly retainer.
Managed build delivery — apps, tools, AI agents, websites. Fixed fee + optional maintenance retainer.
Straight answers to the questions we hear most often.
All engagements begin with a 45-minute discovery call at no charge. We review your goals, current financial documents, and business context to confirm scope and fit. If we proceed, you receive a written scope of work with a fixed fee before any work begins.
At minimum: profit and loss statements and balance sheets for the most recent 2 fiscal years, plus any available current-year actuals. For multi-entity groups, we need statements for each entity. QuickBooks exports, PDF reports, and Excel workbooks are all acceptable.
Every engagement is priced as a fixed project fee scoped to your specific situation. There are no hourly billing surprises. The fee is confirmed in writing before we begin and covers all deliverables in the scope. Changes to scope are agreed upon in advance with any fee adjustment clearly communicated.
Yes. Many clients begin with a Tier 1 engagement to validate the value of the work, then engage at Tier 2 or Tier 3 for subsequent projects. Prior work is credited toward the expanded engagement where applicable — we do not re-do work that was already completed.
Yes. We have direct experience working with for-profit, nonprofit, and mixed entity structures including 501(c)(3) foundations, holding companies, and operational subsidiaries. Multi-entity engagements are scoped at the higher end of each tier range.
Available exclusively to Tier 3 clients following project completion, the monthly retainer includes bi-weekly advisory calls, ongoing financial model maintenance, vendor and systems management support, and on-call access for quick decisions and reviews. Month-to-month with no long-term commitment required — think of it as having a part-time CFO and COO on call without the overhead of a full-time hire.
All inquiries are confidential. We'll respond within one business day to schedule a discovery call — no commitment required.
Not sure which tier fits your situation? Reach out anyway — we'll help you figure out the right scope on the call.