Our first step is to Listen. We listen to you, and we listen to your numbers. We want to understand your Business, your Why, your Vision, and your Frustrations. After a discovery meeting and our digital presence & competitor review, we propose a series of recommended action steps and the expectations for improvement.
Applying what we call, a Level Up Mindset, we look for what would provide a quick return on your investment (ROI) in any one of our service levels. It may be that you only want to improve your marketing and that works for us. It may be that you are sick of feeling like you’re running on a treadmill (that won’t stop), but found us because you were looking to outsource your bookkeeping, we can help with both. Sometimes the ROI is clarity of your future finances and improved operational efficiency. Other times your ROI is new revenue and cash-flow from customers/clients/patients. Working with us at any level means that you have the resources available to understand and fit together the puzzle pieces that make up your business development roadmap, exit strategy, and lifestyle goals.
We will work with your budget and help you scale into other levels along the way, keeping the perspective of the forest rather than the trees. By reviewing key revenue-driving areas we seek to recapture and repurpose inefficient cash-flow in the first 30-90 days.