
We have a comprehensive onboarding process that is facilitated by our Client Portal. One average, new clients will receive between 20-30 hours of services during their first month. We evaluate and correct any issues across multiple areas of their business, including business formation documents, insurance, technology, cybersecurity, and bookkeeping. In parallel, we assist with building a formal strategic business plan and developing a timeline to achieve the plan.
Almost all our clients see immediate impacts on their business. Having a team member who is invested in your success helps make any required changes easier to envision. The hands-on experience that we bring to the process results in action plans that are easier to implement and show results more quickly.
Our business specialists will help you define, and then refine, the goals you have for your business. Like any journey, if you don't know your destination, it makes the trip far more challenging. We help you identify possible paths to achieve success and then help you build a strategy to realize the success you envisioned.
Our ideal client is one who wants to take their business to the next level. The expertise of our team provides our clients with the information and tools necessary to stabilize and then grow their businesses. If you are able to accept advise, value constructive criticism, and desire a structured path to success, then our business accelerator is for you. Conversely, if you feel it is essential that your ideas are the only way to run your business, you are unable to delegate, or cannot accept criticism, then our services will likely be a poor fit.
Essential operational support with bookkeeping, technology, and cybersecurity
Strategic planning and mentoring
Includes Quickbooks Online and Office 365
Trusted advisors who are committed to growing your business
Includes everything in Foundation
Employee Onboarding and support
Payroll Services
Document Management
Basic Marketing Support
Additional mentoring sessions to overcome the challenges of employees
Includes everything in Growth
Social Media Management
Website management
CRM Software
CRM Customization and Support
Marketing strategy and management
Includes everything in Scale
Advanced Financial Management
Multi-state employee support
Quality Management
Business lifecycle management