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Consulting Services

Central to our ethos is a dedication to exceptional service, meticulous work, and pinpoint accuracy. We work hand-in-hand with you, pinpointing the exact needs of your business to propel it forward. Our steadfast commitment to detail and excellence in managing your finances not only streamlines your financial and operational management process but also equips you with the insights needed to make strategic decisions with confidence.

Virtual Fractional CFO and COO
Management Services

Let's help you shift focus from the mundane to what truly matters in your business.

Our service portfolio includes collaborative support through virtual CFO and COO roles, designed to meet your unique business needs through every phase of growth. Whether you're grappling with a singular challenge or facing a multitude of operational and financial concerns, our process is streamlined for your ease. 

  • Client portal 

    Access to the secured client portal for direct communication with your back-office team. Clients are prompted to securely upload essential documents to our portal, facilitating timely access to financial insights. Within this secure environment, you'll have the capability to review, endorse, and authenticate all necessary documentation.

  • Dedicated Support

    The support of a devoted professional, ensuring responses within one business day.

  • Weekly check-in calls

    45-minute weekly virtual financial or operations review 

Business Operations Management Services

All plans require a one-time setup/retainer fee.

Operations Audit

Elevate Your Business and Unlock More Time for Yourself!

Are you on the brink of having it all figured out but feel lost on where to begin fine-tuning? Eager to reclaim precious hours and enhance efficiency? Dive into a detailed exploration of your operational processes with our comprehensive operations audit.

We take a deep dive into your current operations, culminating in an exclusive one-on-one discussion to pore over our discoveries meticulously.

Our in-depth analysis is designed to forge pathways for optimizing and refining your business practices, granting you the luxury of time. Through this service, we pinpoint which tasks to eliminate, delegate, and automate.

You will leave with:

  • An in-depth dive into your entire business backend and systems.
  • Detailed notes on how to improve and organize your setup.
  • A 60-minute meeting to discuss and develop your implementation game plan.

Ready to make your business work better for you? Let’s get started!

Investment: $750

Operations Strategy

Are you poised to take back control of your time and elevate your clients' experience to a whole new level? It all begins with laying the right groundwork.

If you find yourself constantly juggling and manually handling a plethora of tasks, then you've come to the right place.

Join us for a transformative 3-hour session where we'll meticulously craft an all-encompassing blueprint for your business's infrastructure, touching on everything from generating leads and managing client relationships to overseeing tasks and projects. 

You will leave with:

  • A comprehensive diagram mapping out your business's vital operations from end-to-end
  • Insight into your distinct customer journey and the mechanics behind your operational strategies
  • Detailed instructions for integrating these insights into practical systems and automation.



Investment: $750

 

System Build

Are you ready to take command and eliminate the bottlenecks? Elevate your client services and refine your operational efficiency with ease.

Dive into our all-inclusive, turnkey solution designed to revolutionize your client interactions and elevate your project management game. Our team is committed to precision and excellence, ensuring a flawless execution. 

Once we've dotted the i's and crossed the t's, your only task will be to sign in and dive into productivity.

You will leave with:

  • A 90-minute client experience/operations mapping session
  • Templates to guide you in writing your new processes
  • An extensive guide to Standard Operating Procedures, accompanied by instructional videos
  • 4 weeks of hands-on support
  • A 60-minute support meeting

Ready to transform your business operations and impress your clients? Let’s get started!

Investment: $3,000

Frequently asked questions

Do you offer DIY Bookkeeping assistance option?

Yes, in addition to our Full-Service Monthly Bookkeeping Services offered above, we also provide a basic bookkeeping option and a DIY option. Schedule a call to learn more.

Do you offer cleanup services?

Indeed, it's not uncommon for us to encounter clients whose bookkeeping has been neglected for a year or even longer. It's important to note, however, that our cleanup and setup services are exclusively available to those who have committed to our continuous monthly services.