A detailed build-out and design of:

• Capacity Schedule

• Production Schedule

• Revenue Forecast

• An optional check-in and progress update — 1 hour per week for 4 weeks at a time, to keep systems on track and answer questions as they come up.

$1,600 - build-out services

$800 - each maintenance session

A detailed assessment of your financial systems:

• Recommendations and setup — including live connections between QuickBooks, Xero, your bank feeds, plus tools like Fathom, Bill, and Expensify, a payroll platform and other automation tools

  $1,600

A detailed assessment and creation of the ten essential reports for confident business decision-making, delivered through 2-hour weekly sessions. A 6-month service plan.

• What do I own? (Balance Sheet)

• How much cash do I need in the next 30 days? (Cash Forecast)

• Who owes me money? (Accounts Receivable)

• What can I produce in the next 3 months? (Capacity Design)

• Who can I sell to? (Pipeline and Leads)

• What do I want to make? (Revenue Forecast)

• What do I want to achieve, and what's likely to happen? (Budget/Forecast/Variances)

• What do I usually make monthly? (Income Statement)

• How does everything get done, and who does it? (SOPs)

• How well are my company and employees performing? (KPI Design)

  $12,000 - paid over 6 months

• Optional tune-up sessions:

  • Monthly: 3-hour analysis after month-end & 1-hour consultation

    $1,000

  • Quarterly: 5-hour analysis at quarter-end & 1-hour consultation

    $1,500

  • Mid-year: 6-hour analysis & 2-hour consultation

    $2,000

  • Year-end: 8-hour analysis & 4-hour consultation

    $3,000

Turnaround Services

Have a financial project that doesn't fit our standard services? Bring it to us and we will uncover the best possible move.