Our Services
PROFESSIONAL PACKAGE - Complete Financial Leadership
Core Services:
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Monthly financial reporting & analysis
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QuickBooks setup & optimization
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Cash flow forecasting & alerts
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Custom KPI dashboard development
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Vendor cost analysis & negotiation support
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Location profitability analysis (if applicable)
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Expansion financial planning & modeling
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Email/phone support between calls
Strategic Support:
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Bi-weekly strategy sessions (2 per month)
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Financial process optimization
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Budget development & variance analysis
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Growth planning and forecasting
Ideal for: Restaurants, beauty salons, spas, food service businesses ready for strategic financial leadership
Investment: Starting at $1,500/month
ENTERPRISE PACKAGE - For Multi-Location Operations
Everything in Professional PLUS:
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Advanced financial modeling & forecasting
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Executive-level financial presentations
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Weekly strategic support & availability
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Custom financial system design
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Acquisition/merger financial guidance
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C-suite level financial advisory
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Board presentation support
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Ideal for: Restaurant groups, beauty franchise owners, hospitality enterprises, multi-location operators
Investment: Custom pricing based on complexity