As we are getting to know people and their businesses we start with “The Gift.” The Gift is an business review from an experienced CFO based on an Integrated Financial Model that we build for you after you grant us access to your Quickbooks.

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 where we’ll run the numbers and present it back to you in an easy to digest way.

During the Initial Business review we will evaluate a number of aspects of your business including the quality of your bookkeeping, your unit economics and the limiters of your growth.