Step 1: Analysis
Free
Let your journey begin! We’ll start by reviewing your current QuickBooks or other Accounting System, your HRIS/Payroll system(s), your processes, your organizational chart, your latest audit, etc. to see what’s working and what’s not. Based on our findings, you’ll receive a comprehensive report of how we can improve your processes to reach financial health.
Step 2: Cleanse
$30.00 per hour
Based on the results of your Pro Financial Fitness Analysis, we’ll do the heavy lifting to clean up your systems.
Step 3: Workflow Efficiency Overhaul
$30.00 per hour
We’ll ask the hard-hitting questions during a complimentary one-hour interview to determine your best route to reaching financial soundness! Have your financial fitness goals changed? Are you ready to introduce or change payroll services? We’ll coach you to:
– Transform your process from receipt to financial statement
– Redefine your process to achieve financial targets
– Reclaim your time through automation using cloud-based applications
Step 4: Choose Your Long-Term Financial Fitness Plan
BASIC TRAINING
$350/mo
ACCOUNT RECONCILIATION AND REPORTING
Data entry of your Transactions into Pro Financial Fitness’s (or your) Accounting System
Monthly reconciliation of bank, credit card, and loan accounts
Monthly Profit & Loss and Balance Sheet reporting
SUPPORT
Unlimited email support
Plus a dedicated account management team
BUILDING STRENGTH
$700/mo
EVERYTHING IN BASIC TRAINING PLUS PAYROLL SERVICES
Bi-weekly, Bi-monthly, or Monthly Payroll Services
Employee Onboarding
BILL PAYMENT SERVICES
Bi-weekly bill payment services
SUPPORT
Unlimited email support
Plus a dedicated account management team
Monthly account review video conference
EVERYTHING IN BUILDING STRENGTH PLUS
$1000/mo
Upgrade to Weekly BILL PAYMENT SERVICES
SALES TAX REFUND FILING
EXPANDED CFO SERVICES
Weekly Financial Coaching
Weekly Cashflow Management
SUPPORT
Unlimited support via a dedicated Video Conferencing Software
Are you ready to send your payments? You may do so here.