• Increase profitability

• Reduce & manage expenses

• Identify opportunities for sales growth & marketing efforts

• Improve cash flow

• Develop key metrics

• Ensure your books are correct

• Simplify & automate your entire accounting process

• Ensure compliance with IRS & state laws

• Lower your taxes

• Reduce costly risks

Companies who've gone through our program, on average, have seen:

• 1.5-2X increase in profitability

• $30,000 year-over-year reduction in expenses

• $10,000 in tax savings per business owner

• 20% time reduction in management responsibilities

• 20-60% reduction in project time due to automation & process improvements

• 50% reduction in annual audit fees

Who its for:

Companies with $500,000 to $20,000,000 in annual revenue.

THE PROCESS:

Step 1 → Schedule a 45-minute discovery call to assess if your company is the right fit for BFSI

Step 2 → Upon acceptance into the program, you'll complete questionnaire and data request and get access to the program content.

Step 3 → You sit back while we take the reigns performing our weekly analyses and following up with you every step of the way on where your business stands

Step 4 → We share our profit-increasing, expense-reducing, and financial operation-improving findings and strategies and take care of all of the implementation remotely.

Step 5 (Optional) → Should you choose to opt for annual support, we'll provide quarterly analyses of your financial performance and world-class support whenever you need it.

RESULTS:

Companies who've gone through our program, on average, have seen:

• 1.5-2X increase in profitability

• $30,000 year-over-year reduction in expenses

• $10,000 in tax savings per business owner

• 20% time reduction in management responsibilities

• 20-60% reduction in project time due to automation & process improvements

• 50% reduction in annual audit fees