Are We Compatible?
Working Together
Businesses come in all sizes and types, from manufacturing to retail franchising. However, we find certain characteristics define our most satisfied clients. Does this describe you?
Knowledge
You know your product or service very well, but you want to know more about your financial performance and how to improve it.
Not every business is a good fit for our 90 Day Intensive, but we can refer you to other services that meet your needs. Contact us for more information to get started and schedule a brief interview. We’ll discuss your business, pain points, goals, and how we can work together.
Size
You have ~$4-20M in revenues with 20-120 employees.
There are multiple departments (or should be).
Finances
You already have internal bookkeeping and accounting functions in place, but you don’t get enough information.
Involvement
You’re a seasoned owner who is willing to share full financials and dedicate 3 months to refining the value of what you operate.
Desire
You desire greater knowledge of your financial future, but do not have a formal FP&A or rolling 13-week cash flow to help you.