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Advisory Services

A winding road leading towards a sign that says 'Success' in a rural landscape with hills and trees.

The perfect place to start. Here we learn together how your business is doing right now in the areas that matter most to you and map out your path to continued success.

Starting at $500, your Roadmap to Success takes between 2-5 days to complete depending on both of our schedules and will take about 2 hours of your time.

Roadmap to Success

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Core Executive Dashboard builds to help you see exactly where your company is now, where it was last year, where it will be in the future and the steps you need to take to get it there.

Starting at $5,000, the Executive Dashboard takes about 90 days to build out, will involve 6 different phone calls with you and/or your team each lasting 30-60 minutes and you will have an email to reply to before each phone call that will take you another 30 minutes.

Dashboard Builds

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Monthly Mentorship

Monthly Mentorship available at the level you want, to help you make small or large decisions, support your board or your bookkeeper or both.

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Bookkeeping services available upon request.

Please schedule an appointment to discuss your needs if this is something you are looking for assistance with. Our staff is highly trained and capable.

Bookkeeping Services