Simple Numbers® Consulting & Services

Navigating today's financial current can be a challenging adventure - and we’re here to help you navigate through the rough patches to smoother seas. We believe that it is small businesses and entrepreneurs like you that champion market growth and anchor the economy. We're here to supply you the data you need to maximize profitability - not just for today, but for sustainable profitability over the long haul.

We believe that it is important to match your needs and objectives with the right level of services. We understand that each business has its own unique opportunities and challenges; with that in mind, we have listed below an outline of our basic service packages to get you started.

OUR PROCESS

Our Simple Numbers® planning session process aims to assist entrepreneurs in creating a planned outcome for their business. Once the strategic session is complete, the relationship is setup for ongoing services. The result being a vested interest by both parties in creating or growing a profitable, wealth generating business capable of making an impact.

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Strategic Planning content including:

- Development of values filter

- D.O.S (Dangers - Opportunities - Strengths)

- Exercises

- Long-term vision plan

- Priorities development & timeline of Execution

Strategic Planning Session

Starting at: $8,000 + Travel
$7,000 if you come to us or virtual

*Does not include pricing for Greg Crabtree

Who is it for: Business owners (Executive Team may be included)

Objective: To conduct a company strategic financial planning session (estimated 8 hours) with the leadership of the company to establish financial targets and action plan.

Deliverables:

- Company KPI scoring

- Customized Simple Numbers Cash Flow Model©

- Financial scenarios

- Labor efficiency concepts

- Reporting rhythms

- Review of financial data utilizing Simple Numbers concepts

- Review of financial statements

- ROIC

- Thinking model

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Financial Planning Session​

Two 2-hour Virtual Meetings
Starting at: $6,000

*Does not include pricing for Greg Crabtree

Who is it for: Business owners (Executive Team may be included)

Objective: For those doing 3rd party strategic planning and/or just looking to analyze your data in the Simple Numbers format then the financial session offers a flexible solution to getting a financial breakdown of the business along with financial modeling.

Deliverables:

- Company KPI scoring

- Customized Simple Numbers Cash Flow Model©

- Financial scenarios

- Labor efficiency concepts

- Reporting rhythms

- Review of financial data utilizing Simple Numbers concepts

- Review of financial statements

- ROIC

- Thinking model

“I am far from being a finance guru but this was hands down the most eye-opening experience I have had during my entrepreneurial journey.From the day I picked up the phone until now it has simply been a great experience and I will not hesitate to recommend your team to every entrepreneur I know.”


Iannique Renaud, CEO of Renaud Lifestyle Products

 BUSINESS REVIEWS & SERVICES

Monthly Price Range
Starting at: $1,100
Starting at: $900
Starting at: $700
Monthly Cash Flow Model
Monthly Consulting Call
Quarterly Cash Flow Model (Every 3 months)
Quarterly Consulting Call (Every 3 months)
Salary Surveys
Personality Profile Assessments
Hiring Support (Up to 2 hours per year)
Tax Planning (If using tax services)
Quarterly Tax Projections (If using tax services)
Annual Consulting Service (1)
Accounting & Bookkeeping Support (2)

TAX SERVICES

1120 Corporate Tax Return
Federal and one state C-Corp tax return: $2,600 - $2,900
1120S Corporate Tax Return
Federal and one state S-Corp tax return: $2,600 - $2,900
1065 Partnership Tax Return
Federal and one state partnership tax return: $2,600 - $2,900
Individual Tax Return w/Sch. C
Federal and one state individual tax return with one schedule C: $1,800 - $2,250

ACCOUNTING SOLUTIONS SERVICES

Weekly/Bi-weekly Tasks Rates: $65/hour
Entering and paying bills – Recording deposits – Payroll – Weekly reconciliations – Two week cash flow projection
Month End Close / Tasks Rates: $110-$150/hour
Final bank and credit card reconciliations – Review of monthly transactions – Review of balance sheet and P&L – Sales tax

* Any additional weekly/bi-weekly/monthly tasks not listed here would be covered under that respective rate.

AUDIT SERVICES

Please contact us to schedule a call with our Audit Team to provide a review and quote.