Small Business CFO and Consulting Services

QuickLook Package

The QuickLook package is designed for situations when you need some quick answers.  Some examples of the topics I can cover with this package include:

  • Discovery sessions – We’ll utilize a really cool card deck to get to the bottom of your business issues and then brainstorm some solutions.  This is usually a great starting point, since every business issue is reflected in your financials.
  • Calculating your minimum billable rate to achieve profitability goals and/or developing a billing model.
  • Determining if you can afford to: buy new equipment, hire a new employee, lease a bigger space, upgrade your website, etc.
  • Accounting diagnostics – Analyzing the books and providing a report of findings
  • Performance measurement – Researching industry standards, calculating ratios and providing a visual dashboard.
  • Developing compensation or commission plans
  • Design a cash flow forecast and help you or your bookkeeper implement it into your weekly routine.
  • Setting up QuickBooks and introductory training.

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GPS for Your Business

 

This package is called “GPS for Your Business” because it will enable you to know, at any given time, exactly where your business is.  By keeping current and knowledgeable about your financial and other data, your business decisions will be better informed as you move forward on your path.  I’ll work directly with you in our monthly or quarterly meetings to provide key insights and to point out patterns and issues that many businesses overlook.  Then we’ll set up solutions to help you manage and enjoy your business with less stress and uncertainty.  This package includes:

 

  • Analysis of the books to identify areas for improvement and accuracy of financials.
  • Research and Develop dashboard/visual view of your financial ratios and trends.
  • Consultation session to review the results and dashboard and provide insights.

After the initial analysis, I’ll continue to keep an eye on your financials.  Ongoing work includes:

  • Review your accounting transactions monthly & advise on any necessary changes.
  • Monthly dashboard updates.
  • Monthly or Quarterly reflection & direction meeting.

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Pathfinding Package

Would you like the most comprehensive information that can take your business where you want to go and an experienced tour guide to help you get there?  This package will give you a clear sense of where you are and will provide a map showing you how to reach your next destination.  Working closely on your business, we’ll move with ease and clarity toward your goals.  Along the way we will identify and implement solutions as we encounter new terrain and areas that have been rough travels for you in the past.  Over time, the more I learn about how your business functions (and dysfunctions!), the better tour guide I can be and the greater insights I can provide.

This package includes everything in the GPS Package:

  • Analysis of the books to identify areas for improvement and accuracy of financials.
  • Research and Develop dashboard/visual view of your financial ratios and trends
  • Consultation session to review the results and dashboard and provide insights.
  • Review your accounting transactions monthly & advise on any necessary changes.
  • Monthly dashboard updates.
  • Monthly or Quarterly reflection & direction meeting.

Plus:

  • Develop and maintain a cash flow forecast
  • Annual budgeting (optional quarterly updates) and progress tracking
  • 2 hours monthly ad-hoc consulting to tackle issues as they arise
  • Unlimited email support

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Custom Packages

Every business has unique needs.  I’m happy to prepare a customized proposal for your business.

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Rates

Consulting and Small Business CFO services are typically priced based on the type of package selected and the size and complexity of your business.

I don’t like to be surprised by rates or waste my time on things that aren’t within the scope of my budget and you probably don’t either.  Here’s the scoop on these fees… If billed hourly, consulting and small business CFO services are billed at $85/hour.  When we work within a package, the estimate is based on that hourly rate.  Sometimes we get it right and sometimes we don’t, but that’s on our business to manage the project and why a flat fee is the preferred model.

Sound too risky or expensive?  Not to worry.  I don’t want you to pay more than the value you received for services.  Think you didn’t get the value you signed up for?  Deduct it from your invoice and pay what you think is fair.  We just ask that you give us feedback about your decision.  Of course, you are free to add to the invoice too when we’ve exceeded your expectations.  We are overachievers and we’re not afraid to put our money where our mouths are.

 

“Kelly is very consistent, thorough and reliable. I recommend her to others, regularly. Integrity is of most importance in this profession, and Kelly has displayed nothing but the highest level, while demanding it of the clients she serves.”~Ben McKinley, CEO, Cascade Web Development

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