FOUNDATION

Service Description

For businesses doing $500K–$2M in revenue Monthly P&L Clarity Report Know your numbers before they know you. Plain-language financial summary delivered monthly — every number that matters, in language you can act on. Books Cleanup & Setup Financials that actually reflect reality. QuickBooks, Wave, or Xero properly configured and bank-linked from day one. Quarterly Tax Planning Session Pay what you owe. Not a dollar more. Deduction review, estimated payment scheduling, and entity structure check — before the IRS asks. KPI Watch Dashboard One dashboard. Every metric that matters. Revenue, gross margin, payroll ratio, and net income tracked weekly in a single owner-facing view. Quarterly Operations Audit Find the leak before it becomes a flood. Top three operational inefficiencies identified and prioritized with a written action plan. Core SOP Templates The beginning of a business that runs without you. Two critical processes documented and formatted — the foundation of a scalable operation. Vendor Contract Review Your vendors should fear renewal season. Unfavorable terms flagged and renegotiation windows identified before they close. Tech Stack Audit Stop paying for tools that work against you. Redundant software eliminated. Capability gaps identified. Your tech should compound efficiency. Quarterly 90-Day Game Plan Direction replaces drift. Written priorities and owner accountability built every quarter with a mid-quarter check-in. Competitive Landscape Review Know who's winning your market — and why. Annual scan of your top competitors: pricing, positioning, and the gaps you should be moving into. Referral Engine Blueprint Turn your best clients into your best salespeople. A repeatable referral program built for your specific business and customer base.