Finances are a critical piece of your business, but if you don't know what to look for, your numbers are not helpful. Understanding your financials and having a financial professional on your team can give you the knowledge and confidence you need to make business decisions!
Financial Leadership covers a broad range of topics,
+ we’re prepared to help you with any and all of them!
Financial Professional on Demand
Financial Professional Ongoing
Financial Reporting and Planning
Financial Business Review
Financial Professional on Demand
Investment: $195 per hour
Trying to make business decisions but not sure where to look? Scrambling to find numbers you need for applications or discussions? We support you in understanding what your financial statements mean and how you can utilize the information to make business decisions!
Have a Finance Professional you can call anytime to chat through any burning finance questions that come up.
1-hr strategy session
Follow up email highlighting learnings and/or links, if applicable
Written support through emails
Financial Professional On-Going
Investment: $150 per hour
Trying to make business decisions but not sure where to look? Scrambling to find numbers you need for applications or discussions? We support you in understanding what your financial statements mean and how you can utilize the information to make business decisions!
Have a Financial Professional on your team to review your financials, prepare reports, statements and working papers, and be a sounding board to discuss your current finances and financial goals through a more forward thinking approach.
Recurring phone calls and email support for more forward thinking Finance Support
Financial review, set up processes and financials in accordance with your business needs
Report and dashboard preparation, discussion and review
Financial Reporting and Planning
Investment: $195 per hour
Trying to make business decisions but not sure where to look? Scrambling to find numbers you need for applications or discussions? We support you in understanding what your financial statements mean and how you can utilize the information to make business decisions!
Have a Financial Professional on your team to review your financials, prepare reports, statements and working papers, and be a sounding board to discuss your current finances and financial goals.
Recurring phone calls and email support for more forward thinking Finance Support
Financial review, set up processes and financials in accordance with your business needs
Report preparation, discussion and review
Business Review Support
Investment: $195 per hour
Do you feel your business is performing at it's maximum potential? Do you feel like your business feels heaevy and clogged up? We have estalisehd a full business review program so we can maximize the financial wellness of your business!
Have a Financial Professional on your team to review your financials, prepare reports, statements and working papers, and be a sounding board to discuss your current finances and financial goals.
Deep dive into your expenses
Understanding of services / products and profitability of various streams
Analyzing roles and responsibilities to understand connection to overall business wellness
Work better on your own or in a group setting?
Do you have time constraints? Enjoy learning at your own pace? Prefer to communicate in groups or ask questions on the go? We offer self learning online-on-demand trainings AND a group membership to provide you knowledge and support in an alternative or most cost effective way!
ONLINE TRAINING
Coming 2025
Introducing our new online on-demand videa course learnings; Basics to Bookkeeping, Understanding your Finances and Start your own Bookkeeping Firm.
Check here for more info!
MEMBERSHIP PROGRAM
Coming 2025
Join our online chat forum membership program. 24/7 access to a chat group with a financial professional and access to other business owners. Two channels; Business Owners and Bookkeeping Business Owners
