(218) 491-4002

Strategic Advisory 

We can analyze what you are doing with your business. Helping you on what decisions and steps you need to take to improve your bottom line and take your business to the next level!

Free Consultation

Download Your Free Strategic Planning Guide

Learn how you can grow your business faster and stronger.

Goal Analysis

Working together, we look at what is important to you, what you want to achieve both personally and in business, and build your goals. Gain clarity on your business.

Financial Dashboard

One of the most popular features is a semi-customizable screen showing you important key financial information you can rely on to run your business.

Lean Business Plan

A well-written plan is the biggest difference for creating growth in your company. We work together to review the four most important subjects in your business.

Financial Forecasting

Forecasting is the key to tracking your actual performance against your plan. Giving you an early-warning signal by monitoring if you are on track.

Measuring the things that really matter

Numbers are really important. Not all numbers, but the right numbers are. Perhaps you’ve heard the phrase “what gets measured gets done.” We help you to identify the really important numbers and how to measure them.

Prioritized strategic action
plan

We combine your business finances with strategic planning to help you make the right decision for management and growth. You will have a clear picture of what needs to be done, and how and when to do it, so you can make the right decisions for reaching your goals, giving you a roadmap for the way forward.

Benchmark metrics for your business

In addition to the Dashboard, you’ll have access to industry benchmarks on your business type. Benchmarks are industry averages on key financial metrics. They allow you see how your business performs against other businesses like yours.

Performance

$1,200/mo

Top features

  • Financial KPIs in the Cloud
  • Benchmark metrics
  • Goal setting
  • Strategic planning
  • One year sales forecast
  • AR and collections metrics
  • Sales and Marketing
  • Competitive Analysis
  • Lean Business Plan
  • Business Overview Pitch
  • 18 Month Financial Plan
  • Monthly Reporting
  • Financial Scenarios
  • Monthly Advisory
  • Business Coaching
  • Dedicated Manager
GET STARTED

Growth

$800/mo

Most Popular

  • Financial KPIs in the Cloud
  • Benchmark metrics
  • Goal setting
  • Strategic planning
  • One year sales forecast
  • AR and collections metrics
  • Sales and Marketing
  • Competitive Analysis
  • Lean Business Plan
  • Business Overview Pitch
  • 18 Month Financial Plan
  • Monthly Reporting
  • Financial Scenarios
  • Monthly Advisory
  • Business Coaching
  • Dedicated Manager
GET STARTED

Insights

$500/mo

Essential features

  • Financial KPIs in the Cloud
  • Benchmark metrics
  • Goal setting
  • Strategic planning
  • One year sales forecast
  • AR and collections metrics
  • Sales and Marketing
  • Competitive Analysis
  • Lean Business Plan
  • Business Overview Pitch
  • 18 Month Financial Plan
  • Monthly Reporting
  • Financial Scenarios
  • Monthly Advisory
  • Business Coaching
  • Dedicated Manager
GET STARTED

Book Your Strategy Call

If you want to improve your business situation, get assistance now. Schedule your free consultation today or give us a call at (218) 491-4002. We're here to help!

Free Consultation