How CPN offers can empower your business
Our Offers
VISIBILITY PACKAGE
Take your business, your money, and your life to the NEXT LEVEL. With the Visibility Package you get a deep dive into what is happening with your money, visibility into what’s coming in and going out, and a crash course in QuickBooks (QB) so you not only know what’s happening in your business today, but you are armed with the knowledge and financial literacy to be on top of your game year after year. We will also look at your business from the perspective of tax exposure and help you make insightful decisions about how to run your business so there are no surprises at year-end. If you’re serious about taking things to the next level and setting yourself up to have consistent profitability in your business, then this is the package for you!
WHAT YOU GET:
- Consultation/Strategy Session (~2hrs) to get a good look at your business and to diagnose what’s going on
- Set up in QB or an accounting system that allows you to track your money and get a clear look at what’s going on in the business
- Review session to go over your numbers, what’s going on in your business, trends identified thus far, and to orient your to QB and how to navigate around it/find information/reconcile (~1hr+)
- Quarterly report and overview meeting to discuss trends and business insights.
- Tax planning and insights to help you optimize your business/make decisions with tax time in mind
- Access to me via email to answer any questions you have or things that come up related to your books and finances
Available in 12 month and 6 month packages.
GROWTH PACKAGE
The VIP of all packages! You’re all in for the next 12 months of learning, support, and empowerment around your money, including quarterly strategy sessions, tax planning and insights, assessment of growth parameters so you have visibility to what’s making you money (and what isn’t), as well as forecasting out your revenue so you can set your business up to hit (and exceed) your revenue targets. You also get VIP access to me – which means you can reach out to me ANYTIME with ANYTHING via email and I’ll help you navigate through it. If you’re looking to lock-arms with me and up-level your finances in every possible way, this is the package for you!
WHAT YOU GET:
- Consultation/Strategy Session (~2hrs) to get a good look at your business and to diagnose what’s going on
- Set up in QuickBooks (QB) or an accounting system that allows you to track your money and get a clear look at what’s going on in the business
- Review session to go over your numbers, what’s going on in your business, trends identified thus far, and to orient your to QB and how to navigate around it/find information/reconcile (~1hr+)
- Quarterly report and overview meeting to discuss trends and business insights.
- Tax planning and insights to help you optimize your business/make decisions with tax time in mind
- Access to me via email to answer any questions you have or things that come up related to your books and finances
- Growth parameter assessment and support – give guidance and feedback around logistics needed for growth – Additional income streams and growth, Changes and shifts in inventory, Changes in expenses
- Forecasting and planning support (report generation, comparison of forecasted vs actuals, etc.)
*Annual tax filings are not included in the packages and are a separate fee.
So why not let us help you get back to doing what you love. Set up a free initial consultation call today!
