$1,000
In conjunction with your existing or a new business plan, we review existing revenue and expenses to see how they match the direction you want to go. A budget is then developed with specific sales, revenue and expense targets so that it expresses the business plan in dollars. Note that businesses can purchase the budget without the business plan.
Starting at $750
In conjunction with your existing or a new business plan, we review existing revenue and expenses to see how they match the direction you want to go. A budget is then developed with specific sales, revenue and expense targets so that it expresses the business plan in dollars. (Businesses can purchase the budget without the business plan)
Many small businesses commingle personal and business expenses, which can lead to cash flow issues and messy financials all around. We have a great track record through our budget process of helping small businesses separate the business cash flow from the personal, enabling better planning and healthier finances in both areas.
$250/month
This is a very straightforward check-list or recipe for success. It tells you how to apply cash each week so that you stay on track throughout the month and year. Like a recipe, follow it and you will end up with a successful result. One key to the cash plan is that it anticipates periodic expenses that may only come up once a year (e.g., professional dues). Once constructed, the cash plan is readily reviewed and adjusted as the year goes on.
Beyond cash planning, this service also can include business plan adjustments, budget adjustments, and coaching. Even things like monthly profit & loss statements.
Can be purchased in packages for discounted rate.
Financial Coaching/Advisory $300/hour
Some of our small business clients like to discuss the evolution of their business as it uses the RTYT model. Sometimes this is a back-and-forth reflection on the goals that were established and how things are going. There may be adjustments that need to be made. Or just some help in staying the course. We become invested in the success of our clients – we WANT to know how you are doing, and if we can be helpful we certainly will be available for that. Within our company we have individuals with decades of business training and experience – we can often be helpful on issues of strategy, execution and matching life goals to business structure and management.
