QuickBooks Set UpThree 90-minute sessions to get your financial house in order. Requires a QuickBooks Online subscription. If you're new to QuickBooks, we can get you signed up with a lifetime discount on the subscription.
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Money Matters AdviceJoin a seasoned, professional, certified public accountant for a one-time, 90- minute virtual consultation to get your most pressing questions answered, or just listen and take note of financial best practices.
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CFO PartnershipAre you ready to hire employees, sign a long term lease, purchase a commercial property, or make another big move? Prepare your business to grow with this annual financial advisory partnership.
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QuickBooks Set Up
This tool is the foundation for a healthy financial outlook, but inexperienced users can find it confusing. We can help you get in the driver's eat of your day-to-day business financial management. With a solid QuickBooks foundation, you can:
Investment for QuickBooks Set Up, $3,499
The fine print about how it works: 3 sessions, 90-minutes each, to be completed within 90 days. There will be homework between the sessions. If you're new to QuickBooks Online, we can get you signed up with a lifetime discount on the subscription. Initial payment of $999 due to book the first session. Two invoices
- Make it easier for you and your CPA at tax time
- Get a clear picture of your financial health
- Identify opportunities to trim expenses and increase profit
- Share financial information with lenders and investors at the press of a button
- Prepare your business for future growth
Investment for QuickBooks Set Up, $3,499
The fine print about how it works: 3 sessions, 90-minutes each, to be completed within 90 days. There will be homework between the sessions. If you're new to QuickBooks Online, we can get you signed up with a lifetime discount on the subscription. Initial payment of $999 due to book the first session. Two invoices
Money Matters Advice
As an experienced business owner and accounting expert with over 20 years of experience, Nadia knows there is no such thing as a "quick question" in business finance. If your question can't be answered by a Google search, it probably deserves some nuanced attention. These 90-minute financial strategy sessions are designed to go deep enough to get you moving in the right direction and fast enough to help you build momentum in your business.
Investment for Money Matter Advice, $649
Investment for Money Matter Advice, $649
CFO Partnership
Bookkeeping and tax preparation are basic functions for a productive business.
However, these services don't add value to your business as it matures.
When you are looking to gain more leverage from your business assets, pay yourself more, grow your team, purchase property, or diversify your streams of revenue, a CFO Partnership gives you access to a certified expert advisor to help you maximize time and profitability.
Investment for the CFO Partnership begins at $1,499 per month
However, these services don't add value to your business as it matures.
When you are looking to gain more leverage from your business assets, pay yourself more, grow your team, purchase property, or diversify your streams of revenue, a CFO Partnership gives you access to a certified expert advisor to help you maximize time and profitability.
Investment for the CFO Partnership begins at $1,499 per month
What is a “CFO Partnership”
The role of a Chief Financial Officer (CFO) is to understand and manage an organization’s strengths, weaknesses, and opportunities while keeping a keen eye on the overall financial health of the company.
In this role, we become intimately knowledgeable about your business so we can help advise you as you make critical moves to grow and mature your assets.
How a CFO Partnership Works
As a CFO Partner, you’ll meet monthly with Nadia Anderson to discuss your goals, track your progress, plan, and identify the next steps to move your business forward.
Any topic related to financial health and planning is fair game in our CFO Partnership sessions:
Is a CFO Partnership right for my business?
A CFO Partnership might be ideal for you if
How to apply for a CFO Partnership
We provide a limited number of CFO Partnerships to ensure you get the attention needed to deliver real and lasting results.
The application process has three steps:
1. Click the link to complete the application form in full.
2. Schedule and pay for your introductory discovery session. During this session, we'll review your current bookkeeping processes, look at historic financial statements, discuss your specific growth goal, and identify risks and opportunities for creating a solid foundation to go forward.
3. If all signs point to yes, we'll make you an offer to become a CFO Partner.
The fee for the discovery session is $999. If we’re a great fit, this fee will be deducted from the annual cost of your CFO Partnership Agreement.
The role of a Chief Financial Officer (CFO) is to understand and manage an organization’s strengths, weaknesses, and opportunities while keeping a keen eye on the overall financial health of the company.
In this role, we become intimately knowledgeable about your business so we can help advise you as you make critical moves to grow and mature your assets.
How a CFO Partnership Works
As a CFO Partner, you’ll meet monthly with Nadia Anderson to discuss your goals, track your progress, plan, and identify the next steps to move your business forward.
Any topic related to financial health and planning is fair game in our CFO Partnership sessions:
- Business performance and profitability
- “Good debt” and debt management
- Optimizing cash flow
- Managing income taxes and limiting tax liability
- Asset purchases
- Hiring and human resources
- Insurance coverage
- Business management, goal setting, and habit tracking
Is a CFO Partnership right for my business?
A CFO Partnership might be ideal for you if
- You have been in business for a minimum of three years and have a specific growth goal in mind (e.g. double revenue, pay yourself more, buy a commercial property).
- You have a good working relationship with your bookkeeper or are open to hiring a new one to help you get on the right track.
- You’re looking for long-term gains, and you’re willing to walk before you run.
- You care about the impact your business has on your employees and your community. You believe in partnering with people who also lead with their values.
- You can dedicate approximately 10 hours each month to accomplishing your financial growth goals (that includes time in session with Nadia and completing tasks discussed during those sessions).
How to apply for a CFO Partnership
We provide a limited number of CFO Partnerships to ensure you get the attention needed to deliver real and lasting results.
The application process has three steps:
1. Click the link to complete the application form in full.
2. Schedule and pay for your introductory discovery session. During this session, we'll review your current bookkeeping processes, look at historic financial statements, discuss your specific growth goal, and identify risks and opportunities for creating a solid foundation to go forward.
3. If all signs point to yes, we'll make you an offer to become a CFO Partner.
The fee for the discovery session is $999. If we’re a great fit, this fee will be deducted from the annual cost of your CFO Partnership Agreement.
