LET’S BUILD A STRONG FINANCIAL OPERATIONS PLAN TO HELP YOU HIT YOUR FINANCIAL GOALS

WHAT THE BOUTIQUE COO CAN HELP
YOU WITH.

We're more than just a financial expert; we're a trusted expansion of your team. Below are the two main ways we can help you unlock more revenue & hit your financial goals.

FINANCIAL GOAL-SETTING AND MODELING

This all-encompassing offering combines financial modeling, goal-oriented operational plans, and meticulous budgeting to provide you with a holistic financial roadmap. 

We'll work closely with you to understand your business aspirations and challenges, conducting in-depth financial analyses to craft a tailored plan that aligns with your objectives

FINANCIAL STRATEGY

Delving into the nuances of your business, we focus on reporting key performance indicators (KPIs), revamping service pricing for optimal profitability, and conducting product margin audits. 

This strategic approach ensures that your financial decisions are not only based on historical data but also anticipate future trends and challenges.

Let’s chat and see how we can help you with your financial challenges. Whether it’s more toward goal-setting, financial strategy, or a combination of the two.

GET YOUR CUSTOM PACKAGE TODAY!

TECHNOLOGY WE WORK WITH.

While we’re experienced using all kinds of software, these are the most common platforms we utilize to drive quality outcomes for the best value.

PRE-SELECT FINANCIAL SUPPORT PACKAGES

Collaborating closely with you, our team crafts a dynamic financial strategy that mitigates risks, capitalizes on opportunities, and positions your business for sustained success.

PRICING AUDIT PACKAGE

Have our financial and operational experts take a look at your pricing model to determine if you’re profitable, if you should raise or lower your prices, and simply - how to get more $ in your pocket at the end of the day.

INVESTMENT

$1500 one-time fee

This package includes:

  • Intro 1.5 hour call to deep-dive on your current offerings and pricing model

  • Get clarity on your full cost structure to understand what costs you need to cover

  • Competitor price research to make sure you’re competitive with your pricing

  • Two pricing model proposals curated for you

FINANCIAL MODEL CREATION
(+ training for their team)

If you’re making more than 6 figures per year in your business, you probably need a financial model. Why? This helps you project how much money will flow in and out of your business which helps inform your staffing plan, budgeting, investment decisions and more.

INVESTMENT

$3000 one-time fee

This package includes:

  • Intro 1.5 hour call for our team to understand your current income and cost structure

  • Financial model delivery including a 1 hour live walkthrough

  • Follow-up materials including a how-to guide on how to use it plus a recorded video walkthrough to refer back to forever and to use to train future team members

BOOK YOUR FREE STRATEGY CHAT.

No need to prepare anything. Just come discuss your pain points from a financial perspective & we’ll develop a custom package full of opportunities to add extra income to your bottom line.

It might actually be kinda therapeutic.