DIY Service

Due to numerous requests, we've rolled out a new program to service smaller agencies under $1M in annual revenue.

We call this plan DIY (Do it Yourself).

During the first six weeks, we take a deep dive into your financial statements and restructure them to conform with industry standards. We create a 12- month forecast and a six week forecast to manage yourself and handle short and long term cash flow. We'll also indentify the four metrics you'll need to focus on in order to successfully grow your business.

After on boarding, you'll use our templates and take it from there. On a quarterly basis we'll meet with you to answer any questions and make sure you're on pace to achieve your goals. We'll put together a tax planner and projections in the fourth quarter and prepare your business and individual tax returns at the end of the year.

Get a Free Consultationor, read the DIY FAQs