Monthly/Weekly Statistics Page
Use our tool however you'd like!
This easy to use monthly statistics and financial tracker is a powerful tool! It power comes from its ease of use, intuitive entry, and meaningful outputs. The tool helps you remain accountable and keep your finger on the pulse of your practice. The information will help your personal and practice-related decision making. This tool is for the practitioner that has a process in place for capturing data and is looking to organize the data into meaningful information to make your decisions.
Implementation of Stats Page
I'll teach you how to get the most of your monthly reporting
Start with a Head to Head call to discuss your individual practice, needs, and goals. Work together to create a customized statistics and financial tracker, that goes deeper than the basic downloadable tool, based on the head to head call. Unlimited ongoing email communication throughout the design process. Review and discuss results and adjust metrics as needed based on 1 hour follow up call after first month of results.
4 Month Engagement - Implementation and Integration
Bring us onboard - 4 months!
We become partners of your team for 4 months! We perform a full evaluation of your practice focusing on the areas of risk, the goals you are working towards, and profit maximization. Also included is owners' personal consultation on wealth management, asset preservation. We'll take you all the way through to the end - implementation and integration of all recommendations. You'll have access to unlimited calls and emails for 4 months, thorough monthly review of results, suggested changes and adjustments as necessary, plus everything included in the "Implementation of Stats Page" section above.
Monthly Bookkeeping and Statistics Tracking
Let us do the dirty work!
Monthly bookkeeping and statistics input and analysis. Unlimited calls, full-service bookkeeping and financial analysis detailing suggestions for increasing profit. Preparation and discussion of monthly reports. We will liaison with tax preparer throughout the year
Outsourced CFO
All Inclusive Partnership
Outsourced CFO - High level strategic planning sessions. Monthly bookkeeping, stats input and financial analysis. Full-service payroll including hiring and termination assistance and advice. Consulting and coaching, company setup, strategic tax planning, monthly reporting and head-to-head strategy sessions. Any and all other financial needs.
Call to discuss custom monthly rate based on your needs!