Consulting

how can we help?

Whether you’re an established business in need of process improvement or a start-up looking for guidance, we help you implement best practices. We look not only at your finances but how every area of your business is contributing (or hindering) your success.

We offer two packages

CFO Assessment – $1,000

  • We focus on the finance and accounting areas of your business
  • We have an initial consultation, followed by review and analysis of your books and processes, and a final consultation with documented recommendations.

Owner Assessment – $3,000

  • We look at all areas of your business and how they work together
  • We focus on three main angles
  • Do you have the right people?
  • Does your product and price align with your market and message?
  • Do you have processes in place to ensure nothing falls between the cracks, business functions smoothly, and you could transition to a new employee?
Schedule Consultation

how to get started

Depending where you are in your business cycle, your needs will vary greatly. Below is a list of items that we consider important for every business to understand and have in place. Use this as a starting (though not exhaustive) checklist, and let us know what you need help with.

essentials

  • Business plan
  • Team (including lawyer and accountant)
  • Proper legal entity organization
  • Formation documents
  • State and local business license
  • State, local, and federal tax registrations
  • Relevant permits
  • Bookkeeping software
  • Website and online presence
  • Sales and marketing process
  • Terms of Service
  • Other sales documents
  • Distribution channel(s)
  • Payment processor

There are statistics on how many businesses fail, and the ones that succeed are those that make a plan and execute. This list is only the beginning, and you can get a huge advantage and set yourself up for success from the outset by allowing us to help you put your best foot forward!

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