Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Ignition
✳︎
CPR
✳︎
Assessment & Set up
✳︎
Power of 10
✳︎
Free consultation
Ignition ✳︎ CPR ✳︎ Assessment & Set up ✳︎ Power of 10 ✳︎ Free consultation
A detailed build-out and design of your Capacity, Production Schedules, and Revenue Forecast. An optional check-in and progress update for CPR clients — 1 hour per week for 4 weeks at a time, to keep systems on track and answer questions as they come up.
A detailed assessment of your financial systems, with recommendations and setup — including live connections between QuickBooks or Xero and your bank feeds, plus tools like Fathom, Bill, and Expensify.
A detailed assessment and creation of the ten essential reports for confident business decision-making, delivered through 2-hour weekly sessions.
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)
Optional tune-up sessions:
Weekly: 1-hour session after month-end
Quarterly: 2-hour session at quarter-end
Mid-year: 3-hour follow-up at the midpoint after Power of 10
Year-end: 8-hour service, including analysis of the Power of 10 engagement and a 2-hour meeting
Tell me where your business stands, and I'll help you find the direction forward ...
Book an appointment with me ... it’s free!
2025
New York
The Atlast Project →
“Communication was top-notch and the final outcome was even better than we imagined. A great experience all around.”
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