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✨Webinar — Fractional CFOs: How to double revenue, reduce workload and add more value to your clients. Feb 22, 2024 at 1:30pm PST Register now

The Gift

As we get to know people and their businesses, we start with a gift.

Initial Business Review

A comprehensive review of your business with an experienced CFO.

The Gift is an business review from an experienced CFO based on an Integrated Financial Model.

To receive the gift, you connect your Quickbooks to our platform. Our platform will then ingest the data from Quickbooks into a Weekly Data Warehouse and present it in an Integrated Data Warehouse.

During the Initial Business review we will evaluate a number of aspects of your business including the quality of your bookkeeping your customer acquisition cost, customer lifetime value and your opportunities for financing.

Get your gift:

The Gift is an business review from an experienced CFO based on an Integrated Financial Model.