Intensives:

Perfect when you want to achieve a specific result AND still manage your financials.

Gusto
Xero
Profit First
Accounting

ASSESS THE MESS INTENSIVE

Your Assess the Mess Call is complete and there is a list of things that need to be addressed so that you can proceed with managing your bookkeeping the right way!

The Assess the Mess Intensive addresses all the issues outlined in the Assess the Mess Call!

INCLUDING:
+ Custom videos that trains you exactly how to manage your books moving forward.

+ 45 minute call to address any questions from training videos included.

+ 30 minute Dial A CFO session included.

Yes! I need to Assess my Mess!

GUSTO PAYROLL SOFTWARE INTENSIVE

Ready for a payroll software that is Intuitive and easy to use? Gusto payroll Software is the solution! Together we partner and move you from your current payroll provider to Gusto, including all your current year payroll data so year end reporting is easy!

INCLUDING:
+ Review on-boarding process for current and future employees using Gusto online on-boarding tools.

+ Map Gusto to your Accounting Software for accuracy in reconciling payroll.

+ Training Modules to learn the software is included.

+ 45 minute call to review any post implementation questions is available.

Me Gusto, Gusto! I need this!

XERO ACCOUNTING SOFTWARE INTENSIVE

Ready for an accounting software that is Intuitive and easy to use? Xero Accounting Software system is created with customized chart of accounts!

INCLUDING:
+ Training Modules to learn the software is included.

+ Bookkeeping System Checklist and Suggested Schedule to manage your bookkeeping is provided.

+ 45 minute call to review any post implementation questions is available.

+ If converting historic data from older accounting software is desired, Bank/Credit card accounts must be reconciled, otherwise, conversion will start from the current month.

Xero to Accounting Hero! I want this!

PROFIT FIRST INTENSIVE

+ Full Profit First Profitability Assessment including 6-8 quarter Target Allocation Percentages

+ Call to review Profit First Assessment and Report Delivery

+(4) Quarterly calls to review prior quarter performance & adjust Target Allocation Percentages

+ Profit First Spreadsheet Calculator to preform Profit First Transfers with ease.

Profit First? Yes Please!

CREATE A REVENUE FORECAST INTENSIVE

Having clear Revenue Goals is required for any business to thrive! A Revenue Forecast provides a framework so you can check in with where you are making money - and where you are not. It also leads to greater clarity on how to build weekly/monthly/annual sales goals!

INCLUDING:
+ Review historic data to find trends in Revenue.

+ Analyze current offerings and their price point.

+ Create 3 different Revenue Goals for current and future growth goals.

+ Build a revenue projections based on historic data AND your marketing objectives for the month/quarter/year.

+ Provide Revenue Forecast Spreadsheet that can be copied and used for future Revenue Forecasting.

+ Provide template of questions you can ask each time you create Revenue Forecast to build greater clarity.

The Forecast Shows REVENUE! I Want This!

BUILD ME A BUDGET INTENSIVE

Having a budget keeps you accountable for how you choose to allocate your dollars. A budget provides a framework so you can check in with how you are spending!

INCLUDING:
+ Review historic business data

+ Discuss Revenue Goals

+ Build a budget

+ We load the budget into your accounting software (Xero and QBO only)

+ Training on how to the report so you can see your Budget to Actual Income Report

+ Provide template of questions you can ask each month to keep your business on track with its budget.

Build me a Budget! Umm Yes!
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