Entreprenuer Toolkit

How do you launch a successful business?

One of the biggest factors is, having a smart financial strategy for your business so we create several product offerings to support entrepreneurs and early stage businesses.

Pre-Launch Financial Strategy Session

  • 90 minute review call with our financial experts

  • Pre-launch profitability assessment 

  • Pricing strategy review

  • Fixed, Variable cost analysis

  • Business model recommendations


  • Two hour 1on1 call with a finance specialist to answer specific questions about your business

  • Customized business case model for your business strategy.

Basic Budget & Forecast Creation

  • Creation of pro-forma Balance Sheet, P&L

  • Alignment of budgeting template and your actual accounting chart of accounts 

  • Creation of budget vs actual template

Accounting System

Clean Up/Setup

  • Assessment of key accounting processes (revenue, expense  & cash management).

  • Reconciliation of opening balances

  • Review and update chart of accounts 

  • Streamline accounting and reporting processes

Custom Financial Modeling & Tool Creation

  • Customized multi-driver forecast model that includes an Income Statement, Balance Sheet, and Profit and Loss

  • Employee compensation & ROI planning tools 

  • Creation of a custom cashflow forecast model

Free Resources

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