Includes:

Maximizing Profitability

• Providing maximum understanding of your financial reporting
• Reconciling bank & credit card accounts
• Review and reclassify transactions to ensure complete accounting compliance
• Monthly preparation and review of financial statement

People & Culture

• Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms
• Contractor & Vendor 1099’s
• Selection & guidance of retirement plans, team member benefits

Tax Savings & Advisory Services

• Bi-annual tax planning, utilizing comprehensive checklists.
• Correspondence with tax agencies as needed
• Business tax return preparation
• Submission of sales tax and sales tax reports
• Preparing personal business property reports
• Individual tax strategies & tax preparation
  • *additional fees may apply

Business Clarity & Direction

• General business consulting
• Weekly Zoom Q&A meetings with all monthly clients
• Quarterly one-on-one meetings with business owners & our leadership team
• Access to 12 modules of building financial wealth available to entire team

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Includes:

Strategic Planning & Review

• Building a roadmap to an $8MILLON enterprise
• SWOT & Competitor Analysis with our leadership experts
• Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpoint
• Tax strategies & saving opportunities

Financial Assessment & Profit Maximization

• Review of financial reports prepared by your internal accounting team
• Evaluation of pricing strategies per product & its COGS
• Assessment & creation of KPIs for your business and industry specific
• Categorizing expenses to meet compliances

Cash Management & Risk Assessments

• Accounts Receivables review and collection procedures
• Accounts Payable policies and assessments
• Monthly budgeting and forecasting guidance
• Debt management
• Internal controls & audits

Growth & Efficiencies

• People, Product & Process – maximizing success
• Best practices for hiring & team member retention
• Associate accountability tools & incentive plans or bonus structures
• General business consulting
• Weekly Zoom Q&A meetings with all monthly clients
• Monthly one-on-one meetings with business owners & our leadership team
• Access to 12 modules of building financial wealth

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Includes:

Team member & Partner

• A dedicated team of experts that provide the tools, resources and guidance as your enterprise embarks on the billionaire journey!
• Operations Marketing & Sales
• Financial Planning & Booking Keeping
• Payroll & Human Resources

Vision

• Your dedicated team will work side by side with you on creating a vision for future of your business
• Strategizing a step by step blueprint for your businesses individual needs to be implemented with a continued 30-60-90 plan
• Creating systems that will grow your team both professionally and personally

Strategy

• Weekly one-on-one meetings with business owners, your leadership team and our dedicated experts
• Developing the accountability of each of your department heads and leaders to promote consistent progress and growth
• Providing discipline & results

Inspire

• Dedicated team of business consultants for any obstacles you may run into
• Weekly Zoom Q&A meetings with all monthly clients
• Access to 12 modules of building financial wealth available to entire team
• Inspiring your leaders to build impactful decisions

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