Profits are not Accidental. They are Planned!

Services Included But Not Limited To...
bookkeeping

90-Day Profit First Bootcamp

  • Kick start Profit First in your business. 
  • Create a dashboard to share with you. You get to keep your dashboard to continue to use.
  • Build out your financials and show you how to track them.
  • Create a Profit First assessment and roll out plan. 
  • Open your bank accounts and start your allocations. 
    • Payroll

    Monthly CFO Program

  • Monthly call (60 mins)
  • Financial Analysis
  • Cash Flow Forecasting
  • Current Cash Position
  • Budget and Projections
  • Goal Setting
  • One additional call scheduled to check-In and review. 
  • Quarterly Review your Profit First Allocation and adjust.
    • Cash-Flow

    Quarterly CFO Program

  • Quarterly call (90 mins)
  • Financial Analysis
  • Cash Flow Forecasting
  • Budgets and Projections
  • Goal Setting
  • Monthly Check -in Call (15-30 mins)
  • Review your Profit First Allocations and Adjust

    • We do not put our clients in contracts. We only have month to month engagements. 30-day money back guarantee if you are not completely satisfied with our CFO services for that month. 

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