The Profit Accelerator.

Our flagship program.

Our 6-week Profit Accelerator program will be exactly what you need to take control over reins in your business.

In order for us to provide strategic insights on how to grow your business, we need to set up your yardstick to measure your business' results. We get your books up to date so we can diagnose the holes in your business and chart you a course for profit, growth, and tax savings.

  • Accounting system setup
  • Historical accounting
  • CFO strategy
  • Tax strategy
  • Dedicated Slack channel
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How it works.

01.

Accounting System

We completely set up your accounting system in Quickbooks Online.

02.

Catch-Up Financials

We prepare your historical financials so we can talk strategy based on your actual business performance.

03.

Financial Strategy

Jump on a one-on-one strategy call with your new fractional CFO who will identify the key areas of improvement in your business and create a real plan for you to grow and scale to 7-figures and beyond.

04.

Tax Strategy

We'll optimize your tax savings on a one-on-one tax strategy call with your new CPA so you can save thousands of dollars in taxes every year.

05.

Reporting & Growth

Your business is ever-evolving. We'll continue to be your strategic advisor providing up-to-date reports so you always have the information you need to keep growing your business.

CFO.

Custom

For our clients who want to be the CEO of their business, we become your advisor as your complete financial team:

  • CFO strategy calls with your financial consultant
  • Custom reporting cadence
  • Full-service payroll team
  • VIP tax and compliance team
  • Dedicated Slack channel

CFO Lite.

Monthly

For our clients who need the essentials to measure their business results, pay themselves, and cover their tax needs:

  • Monthly reports
  • Payroll for one officer
  • Taxes
  • Dedicated Slack channel

Taxes.

Annual

For our clients who need to complete their annual tax filings and make sure they're on track for compounding tax savings every year:

  • Annual tax filings
  • Quarterly estimates
  • Tax strategy