The Onboarding Experience

During this phase, we’ll introduce you to our team and we’ll learn how we can best serve you. We’ll work with you to obtain the access and historical data we need to survey your current and past financial health.

Creating Your Goals

Goals are meaningless without a plan, but a plan is impossible without goals. We’ll meet to discuss the goals of your business and determine the metrics we need to track to achieve them. Additionally, we’ll create a roadmap to maintain a prudent cash reserve, plan for taxes, reduce any debt, and encourage growth.

Your Profit Dashboard

Once we’ve completed discovery and understand your goals, we will create a dashboard for goal traction & financial health that will serve as your Profit Coach roadmap.

Profit Coach Meetings

Your weekly Profit Coach meetings will result in a better understanding of where you are financially, and where you want to be. We will help ensure we’re staying on track while correcting and adjusting course swiftly as business events unfold. Profit Coaching focuses on changing the historical bookkeeping you’ve been doing into a proactive goal-setting approach. We will use your historical data to gain meaningful insights that drive stronger, more educated decisions.

What’s Included:

Weekly Profit Coach meeting

Profit & loss analysis

Balance sheet analysis

Tax & profit reserve review

Payables & receivables review

Policies & procedures discussion

Industry benchmarking comparison

Cash flow forecast

Collaborative creation of annual & monthly budgets

Traction to goals

Scenario modeling

Tax planning

Ready to solidify your financial future?

Call us at (888) 650-2560, email us at, or set an appointment below.

We’ll schedule a consultation to get to know you, your business, and your goals.

Contact us