Unlock the Potential of Your Business
Increase control over your finances
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.
Accelerate your growth
Build financial strategies and models that increase cash flow and improve profitability.
Avoid costly pitfalls
Establish the financial infrastructure, including payroll provider, bookkeeping, vendor management, employee benefits and more.
Peace of Mind
Every business owner deserves to know that their business is doing well. Leave it to us to give you the peace of mind of that, so you can focus on your passions.
Monthly Ongoing Financial Strategy Options
Core
Essential
Essential
We will analyze your business performance, extract key insights and initiate strategic projects and become a catalyst for growth.
- Customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
- Monthly review of your financial health and infrastructure
- Maintain and enhance operating budget
- Budget vs actuals
- Provide a financial forecast
- Assist with vendor contract review & negotiations
- Ensure operations are within monthly profitable target
- Assist with HR related concerns
We will meet at least twice per month, as well as respond to any questions whether by email or phone.
Essential
Essential
Essential
We become deeply integrated with you to lead data-driven strategies on a regular basis.
- Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
- Ongoing review of your financial health and infrastructure
- Maintain and enhance operating budget
- Budget vs actuals
- Provide a financial forecast
- Support vendor contract review & negotiations
- Conduct strategic analyses and provide recommendations for sales efficiency, employee affordability, benchmarking and more
- Assist with HR related concerns
We’ll consistently be in contact, and when you need us, we’re available any day of the work week & only an email or call away.
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
Focus Financials
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