Services

How we Serve

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Fractional CFO/COO Services

Gain a trusted strategic partner to build the financial and operational capacity for your business so you and your team can focus on the work that is the best and highest use of your time.

  • Bookkeeping
  • Reporting
  • AR and AP management
  • Management presentations
  • Payroll
  • Profit allocation
  • Cash flow planning
  • Budgeting
  • KPI selection and dashboards
  • Financial system automation
  • Pricing and profitability analysis
  • Income targeting
  • KPI selection and dashboards
  • Process improvement
  • Workflow automation
  • SOP creation
  • Risk mitigation
  • Project management
  • Open book management support
  • Business planning
  • Performance management
  • Change management
  • Executive and team member coaching
  • Team building
  • Leadership development workshops

VIP Days

Also known as our Overwhelmed Entrepreneur Makeover (OEM) Package.

Our team is at your service for an entire 8-hour day to sprint toward your most pressing finance and operation goals. VIP Days are entirely customizable based on your needs. References are available upon request.

Previous VIP Days have included projects like:

  • Setting up accounting systems
  • Income/benefits targeting
  • Budgeting and cash flow management
  • Bookkeeping catch-up
  • Strategic pricing
  • Forecasting
  • Building workflow automation to support your key lines of business
  • Design SOPs for critical processes
  • Analyze your business model
  • Identify strategic priorities

Radical Business Membership

Join our virtual community (browser and Android/iOS apps) of business leaders building purposeful businesses. Access resources to tackle critical operations and finance challenges, such as alleviating cash flow issues, organizing your financials, paying a living wage, and building impactful business models.

Membership Includes

Member-only monthly workshops

(topics decided by vote from our most popular content)

Virtual co-working sessions and hangouts

10% discount on VIP Days