Now, more than ever... small businesses need positive outcomes! Quicker!

Bookkeeping Solutions: Do it yourself or pushed for time... we can do it for you... the 1st steps.
1st Steps... toward a record keeping system. Understand your numbers before tax season!

Pick any one of these three analytic packages.

$47

Per month, no contract

1 Find the Financial Pulse of your Business!

Track working capital to build equity.
Cash-Flow is the lifeblood of business. What about its pulse rate?

2 Build a Basic Business Plan!

How will you get there, if you don’t know where you are going?
We ask where you are today and where you want to be... don’t hold back!
5-year plan showing a path to achieve its goal.
Success follows those with the big picture.

Optional - Intermediate or Advanced plans!
Continue with, in depth, intermediate / advanced analysis of what it’s going to take to realize your business dream or goal.

3 Your Business Numbers / Bookkeeping Essentials

Monthly check list of your financial statements from your software or hand system. Check list includes:

What you should be looking for? Hints and maybe a question or two.

Suggestions as we see it... but no opinions.

A second set of eye’s review. We may see something you missed!

Free cashflow statement.

Or all three for $117

Per month, no contract

Ask about our, pay it forward program? More Bang for the Bucks! Great savings... click here!
Payments for the 1st steps products will count toward our CFO Assistant or Pro package for 1st month when you move to one of them.

For the first time in over 30 years of business, I finally understand my financial numbers... now to move forward.
Blake M. (2020)

Update 2023: Thanks for your help in 2020. We just 3x our sales for 2022... couldn't have done it without you!
Blake M. (2023)

New!!!

Bookkeeping Software or we do it for you! Affordable: Let’s talk!

Month to Month

Historical - after the fact entry

Payroll

Analysis

Systems or routines make for a smooth, less stressed operation.

You need a bookkeeping system and a routine for keeping current. Goal is to collect your numbers and understand them. Do it yourself or consider hiring it done. We can help with our software or by Inputting your data from monthly bank statements! Providing...

Check / deposit registry

Profit / loss

Detailed account summaries, income and expense accounts

Optional... added profit center profit / loss reports

Call 1-833-953-1099, learn how it can work in your business and get a friendly, personal quote!

Stop money leaks, seize more opportunities.

Cash Flow analysis and trends for increased equity building

Cash Flow Challenges. Transitioning your business to a lifestyle. Not a beat you up day job.

Whether you want to grow, fine tune it or make major changes. Turn your business into a lifestyle producing machine... with systems and cash flow management making the difference.

Simplify and understand your numbers!
You and your staff only have so much time! Freeing up time and resources from the mundane and beat you up day to day activities to enjoy life and do what you like best... work on your business. We track your cash flow and equity building so you can do that.

We look at... carefully analyzing...

Accounts Payable Aging

Accounts Receivable Aging

Billing

Vendor Payments

Cash Sales

Profit / Loss

...to smooth out the rough spots in your cash flow!

Short term band-aids or long-term solutions are available!
Monthly or hourly services…starting at $49

Manager - Digging Deeper
Your personalized CFO assistant

$197

Per month, Suggest 3-4-month training

Includes all 1st Step Plan Options... plus!

Eight 15 minutes phone consultations and four 30 minutes consultations on finances, operations or marketing questions... you pick the subject or your challenge areas, we work to solve them.

Start to Implement your 5-year plan, turning your business into a lifestyle operation and not just a beat you up day job.
Training to help bookkeepers and managers analyze a business’s numbers like larger companies do!
Intro to cost accounting activities, one of the hidden assets of your business. Easily setup and to follow.

Focus will be on how to strengthen your financial statements for the profit / loss, balance sheet and cash-flow. Start building greater equity is the goal!

FREE business listing on our new United States and Canada local business directory. ($99 value)

We search engine optimize (SEO) your story so local prospects find you.

Professional
Transitioning business to lifestyle
Insights – In Action
Your Success Implantation Team

$397

Per month, Suggest 4-5-month training

Includes all manager plan options... Plus!

Unlimited 15 minutes phone consultations
Eight 30-minute phone consultations based on your needs.
Training and tools to help bookkeeper, managers or owners, analyze your business’s numbers like larger companies do! ** The most profitable areas of your business found and unleashed!

Stopping more money leaks with dig deeper reviews of your business in the following areas.

Operations
Marketing
Finances
No stone unturned!

We will help you discover added value opportunities. Build greater equity, faster in your business for the long haul. Good or bad times management!

Achieving the lifestyle your business should be providing will be the goal of this option!
**Guarantee, if an employee completes this training and should leave your business, we will train the replacement for ½ price!

Business Medic – Urgent Care

Band – Aid or Cure?
Jump start your survival or just getting by business in to a brighter day mode.
What you can do for immediate help! Stop the money leaks.
How to identify the hidden opportunities in your business!

Hourly $49

Priority Contact Number.
Stop the bleeding and clear the air way of your business. Get the pulse back!

What we do!

Finding Your Ideal Customer or Client. The obvious may not be the case... a 30 second video that could change your entire life... take the time.

Story of the Swiss man with Austria boarder guard. Bike with basket full of sand…the obvious may not be the case…Bike smuggler, not sand

Marketing Videos

Explainer or product videos

Web Sites

Get a web site that works for you. We build web sites to make the phone ring and the sales increase or educate your prospects.

Landing Pages

Simple one or two-page web sites built for your keyword searches and those of your prospects. Quick, informative sites to drive prospects to learn more or to contact them. Prospects ready to buy or talk. General has a contact me form.

Newsletters

Your newsletter professionally written and set up on any subject or niche. So you can mail or email to your list. We can help with the entire process. Insurance Newsletter – Posts for Facebook, Instagram, Twitter or LinkedIn or monthly emailing’s to your list and or social media.

Home Run Marketing

A marketing home run is exhilarating. Getting on base is as important step in scoring in baseball and marketing. You must be able to score not be in the dugout. Fish where the fish are as well as knowing what they are biting on. We do that... let’s get started so you can have a fish fry!

Fishing where the fish are and knowing what they are biting on is a lot like marketing. (Video on marketing and fishing). That’s one of the things our specialists, do... help find your markets, niches and present what you have or do to those looking and wanting just that.

SEO – Getting Found on the web

How do prospects find about your business? What are they wanting to buy, and do you have it or can get it? In your business what are the following that will help prospects know what you do or are about…

Key Words.
Tags
Posts
Content – on a regular basis.

Dominating your market

Yes, we help you do that for local, regional or national markets and niches. Be or become the leader and enjoy the shift in your business to an enjoyable life style.

Affordable Solutions for Business

Marketing

Payroll and Accounting

Business Logic

Coaching

If you read nothing else about marketing, read this…

it's free!

62% of prospects search the web before buying locally! Will they find you?

Sign-up below to get your free ebook!

Marketing

We help develop your product or business story, then tell it well and the right places to be successfully. Figure out your ideal or preferred customer or client. Then we help you get it done. More Leads, More Sales, More profits. Includes web sites, display ads, storyboard displays, text ads, Facebook, direct mail, postcards, and more.

Payroll and Accounting

Recording everyday transactions during the operation of your business. When analyzed provides reliable data for great decisions. Balance sheets, cashflow, profit loss, budgeting, payroll, profit centers along with breakeven units and price. Bookkeeping for the banker, the tax man; management information for you, the owner.

Business Pulse Template

Find and stop money leaks! Find and seize opportunities! Find and keep more of your money! With this great tool, anyone can manage business finances. It's your new Business Pulse Manager Express at a fraction of the cost. Simply fill in the blanks with the data you have; analytical data and insights are then graphically displayed.

Business Services

We all need help at one time or another; where to get checks, web services, Ebooks, or consulting, coaching or mentoring, we do that! Check out our new storyboard ads to tell a little or tell a lot about your business. Also available, solutions for United States Insurance Agents / Brokers to increase retention and cut client cancellations.

Now, more than ever... small businesses need positive outcomes! Quicker!

$47

Or all three for $117

New!!!

Affordable Solutions for Business

If you read nothing else about marketing, read this…

it's free!

Sign-up below to get your free ebook!

Marketing

Payroll and Accounting

Business Pulse Template

Business Services

You most likely get an annual physical... What about your business as well. Limited time... for $47 get a business health review, with 5 key insights.