Services
Are you thinking about starting a business?
Attend a Group Training
-Starting a business basics
-How to read your financial statement
-Open Q&A
-In-person and virtual options
Business Plan Package
-Business Plan
-Cash Flow Analysis
-Business Resource Introductions
-Funding Expertise
Start-Up Package
-Business Structure Evaluation
-Business Bank Account & QuickBooks Setup
-Monthly Financial Reviews
-Basic Vendor Sourcing &Management (e.g. Bookkeeper)
Must make a 6 month commitment
Does your business need an Executive Partner to get to the next level?
Tier 1
-Business Structure Evaluation
-QuickBooks Review & Management
-Accounts Payable/Accounts Receivables
-Monthly Financial Reviews
-Financial Budget & Projections
-Bank Relationship Management
-Vendor Sourcing & Management (e.g. Bookkeeper, Attorney)
-Align business team for additional activities as needed
Tier 2
-Tier 1+
-Payroll Management
-Tax Planning and Filing
-Monthly Planning & Strategy Session
-Management of Internal & External Administrative Resources
-Process Creation & Documentation
-Project Management & Analysis (as needed)
Tier 3
-Tier 2+
-Quarterly Deep-Dive Strategy Sessions
-Supply Chain/Vendor Management
-Expense Management
-Inventory
-Quarterly Continuous Improvement Exercises