Services

We offer personalized 1:1 services to help you master the principles and concepts in 60 Minute CFO. Both set up and ongoing services are available. Choose your package to get started.

 

Services

If you've read the book, downloaded the software and would like personalized expertise to guide you through becoming a 60 Minute CFO, we can help!

Setup Package

  • Send us four years of your Quickbooks year-end statements (or as many as you have up to four), and monthly statements for the current year, and we will set up Business Mastery with your accounts and input your financials into the workbook for you.
  • We will provide an interpretation of your financial statements for you.
  • We will provide a preliminary forecast of your income statement, balance sheet, ratios and cash flow for the current year for you to review. 
  • Saves you time in setup and data entry and ensures you are on the right track to understanding your financials.

$350 (one time fee)

 

 

Monthly Interpretation

  • Provide us the Business Mastery workbook filled in with your monthly financial data and we will interpret them for you.
  • Great way to come up to speed and learn to do this for your company, on-going.
  • Choose to do it in 3 month increments.

$180 ($60/month, minimum 3 months)

 

Industry Ratio Averages - FREE!

Email me to receive your industry averages from Risk Management and Associates (RMA). Use these in Business Mastery or Move Mastery and compare your ratios to those of the industry. This is especially helpful when preparing a proposal for your bank. Fill out the following form:

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Not sure which package is right for you? Contact us and we'll help you decide:

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