CORE™ Financial Pulse — CREE Consulting
Monthly Financial Monitoring · Profit First Tracking · Red Flag Alerts · Cost Optimization · Progress Reporting · GovCon Readiness · Cancel Anytime · Monthly Financial Monitoring · Profit First Tracking · Red Flag Alerts · Cost Optimization · Progress Reporting · GovCon Readiness · Cancel Anytime ·
CORE™ Financial Pulse

Your finances.
Monitored.
Every month.

You got the Health Check. You saw the gaps. CORE™ Financial Pulse makes sure the progress sticks — and the red flags don't come back.

Choose your plan See how it works →
CORE™ Financial Pulse — Starting at
$197
per month · cancel anytime
Monthly financial snapshot report
Profit First allocation tracking
Red flag monitoring & early alerts
Cost-cutting recommendations
Written next-steps report
Monthly check-in call (Manage & Partner)
See all plans
Former Federal Contract Specialist
C-Suite Executive — Finance, Contracts & HR
Multi-million dollar budget oversight
Alexandria, VA · Serving clients nationally
The problem

One review doesn't keep a business healthy.

A financial diagnostic tells you where you are. What happens next determines whether anything actually changes — or whether the numbers quietly drift back to where they started.



Without consistent monitoring, the same gaps that showed up in your Health Check will resurface. Usually faster than you expect.

Tax liabilities accumulate silently
No allocation system means tax debt builds month over month with no visibility until year-end hits.
Operating expenses creep back up
Without monthly review, expense discipline erodes within 60–90 days of any financial cleanup.
Cash reserves stay thin
Building reserves never feels urgent until a slow month or unexpected expense makes it a crisis.
GovCon readiness stalls
Federal contracting requires documented financial discipline — gaps show up in procurement reviews.
What is CORE™ Financial Pulse

Monthly monitoring.
Consistent accountability.

Every month we review your numbers against your Health Check baseline, catch problems early, and deliver a clear written report with findings and next steps.

01
Financial snapshot
A structured monthly review tracked against your CORE™ Health Check baseline so progress is visible and measurable month over month.
02
Red flag monitoring
Early identification of risk areas — tax exposure, cash gaps, expense creep — before they compound into real problems.
03
Profit First tracking
Actual vs. target allocation review across all five Profit First accounts so the system stays calibrated every month.
04
Cost optimization
Ongoing identification of cost-cutting opportunities and efficiency improvements as your business evolves.
05
Written report
A clear, structured progress report every month — findings, flags, and prioritized next steps. A decision tool, not a dashboard.
06
Check-in call
Manage and Partner plans include a monthly 30-minute call with Cre to walk through the report and address what matters most.
Choose your plan

Three tiers. One system.

Health Check clients receive 50% off their first month. Select the plan that matches where you are right now.

Tier 01
Monitor
Eyes on your numbers. Every month.
$197
per month · cancel anytime
First month $98.50 for Health Check clients
  • Monthly financial snapshot report
  • Profit First allocation tracking
  • Red flag identification & alerts
  • Cost-cutting recommendations
  • Progress vs. Health Check baseline
  • Written next-steps summary
Get started — Monitor
Most popular
Tier 02
Manage
Active support. Real accountability.
$397
per month · cancel anytime
First month $198.50 for Health Check clients
  • Everything in Monitor, plus:
  • Monthly 30-min check-in call with Cre
  • Deeper financial analysis & commentary
  • Priority email response within 48hrs
  • Quarterly trend analysis
  • GovCon financial readiness tracking
Get started — Manage
Tier 03
Partner
High-touch. Strategic. Built to scale.
$697
per month · cancel anytime
First month $348.50 for Health Check clients
  • Everything in Manage, plus:
  • Priority direct access to Cre
  • Strategic advisory tied to CORE™ scorecard
  • GovCon pricing & compliance readiness
  • Quarterly CORE™ scorecard review
  • Investor-ready financial summaries
Get started — Partner
How it works

Simple. Consistent.
Monthly.

No software to learn. No complicated onboarding. Just structured financial oversight delivered to your inbox every month.

1
You choose your plan and subscribe
Select Monitor, Manage, or Partner. Health Check clients apply their 50% first-month discount at checkout. Onboarded within 24 hours.
2
You send your monthly documents
Bank statements or financial statements via secure upload — same process as your Health Check. 5 minutes on your end each month.
3
We generate your Pulse report
Your monthly CORE™ Financial Pulse report is prepared — snapshot, red flags, Profit First tracking, cost opportunities, and prioritized next steps.
4
You receive your report and we connect
Report lands in your inbox. Manage and Partner clients book their monthly check-in to walk through findings and make decisions together.
5
You execute. We watch. Repeat.
You implement the month's recommendations. Next month we track what moved, catch what emerged, and keep the progress compounding.
Who it's for

Built for small businesses serious about structure.

CORE™ Financial Pulse works best for business owners who are willing to face their numbers and act on what they find — consistently, month after month.

Business owners who completed the CORE™ Financial Health Check and want to maintain momentum
Small businesses preparing for GovCon opportunities that require documented financial discipline
Founders experiencing growth who want to ensure the financial infrastructure can support it
Owners implementing Profit First who want accountability and monthly calibration
Businesses that know something is off and need consistent expert eyes to find and fix it
This is not for
Businesses looking for someone to do their bookkeeping or accounting
Owners not ready to share real financial data and act on what they find
Those looking for a quick fix without addressing structural gaps
Businesses that haven't completed the CORE™ Financial Health Check — the baseline is required for meaningful monitoring
Haven't done the Health Check yet?
Start there. The Health Check is the foundation for everything CORE™ Financial Pulse tracks. $99 for a 30-minute live session with your report delivered same day.
Book your Health Check →
"I've been on the other side of the table — and that changes everything. I know what financial discipline actually looks like in practice because I've managed multi-million dollar budgets and held C-Suite responsibility across Finance, Contracts, and HR."
Cre — Founder, CREE Consulting
Former Federal Contract Specialist · C-Suite Executive · Alexandria, VA
Former Federal Contract Specialist C-Suite — Finance, Contracts & HR Multi-million dollar budgets
CORE™ Financial Pulse

Keep your finances
on track. Every month.

Cancel anytime. No long-term contracts. Just consistent financial oversight from someone who knows what to look for.

Choose your plan Book a call first →

Health Check clients — your 50% first-month discount is waiting at checkout.