COACHING SERVICES
If you are someone who isn’t ready to offload your accounting or has an internal team, we can help you too! You may need help with an issue, want a review of your books, need some help training, or want to bounce your ideas off someone in the industry. Our coaching sessions are perfect for this! We offer business coaching sessions from 30 minutes to six-month contracts.
30-MINUTE INTENSIVE:
$60
Intensives are the perfect time to get all your accounting questions answered at a low price and with no commitment! Let’s hop on a call, discuss your questions in real-time and make sure you get the answers you need to feel great about managing your money. It’s a no-commitment, high-value experience!
1-HOUR INTENSIVE:
$120
Embark on an hour-long strategy call with us, where we’ll dive into a spectrum of topics, from bookkeeping processes and software integrations to money mindset and cash flow forecasting. You’ll receive a follow-up with comprehensive notes and crucial information, ensuring that you have all you need to continue your entrepreneurial journey.
MONTHLY COACHING MEETINGS:
STARTING AT $120 PER MONTH
Begin a transformative multi-month strategic partnership with us, where we’ll get into the nitty gritty of your business. Over the course of our sessions, we’ll explore advanced topics such as pricing strategies, profitability analyses, optimizing your product mix, and setting KPI benchmarks. Beyond the basics of accounting processes, we’ll guide you through strategic decision-making to enhance your financial prowess.
Having multiple sessions allows us to thoroughly analyze your business landscape. Over the monthly calls, we’ll address specific challenges and opportunities in pricing, profitability, and much more. You’ll receive detailed follow-ups, accountability check-ins, and actionable strategies to kickstart your business towards your goals.
THE CFO PACKAGE:
STARTING AT $550 A MONTH
Dreaming big and aiming high in your business journey! The CFO package is made just for you! It is more than your ordinary accounting service – it is our most inclusive offering. Beyond compliance, it encompasses planning and accountability. In addition to everything included in the accounting manager package, you’ll benefit from frequent CFO meetings and personalized cash flow and budget management.

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