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CRI 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 CRI 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: $9,000 + Travel
$8,000 if you come t
o us or virtual

*Please request pricing for Greg Crabtree

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

Objective: To conduct a full day company strategic planning session breaking down the company financial direction in the morning followed by a strategy session in the afternoon.

Deliverables:

- Company KPI scoring

- Customized Simple Numbers Cash Flow Model©

- Financial scenarios

- Labor efficiency concepts

- Reporting rhythms

- Review of financial data utilizing CRI Simple Numbers concepts

- Review of financial statements

- ROIC

- Thinking model

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Financial Planning Session​

Two 2-hour Virtual Meetings
Starting at: $7,0
00

*Please request 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 CRI 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 CRI 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 – After Completion of Initial Session

Consulting Services
Monthly Business Review
Hybrid Business Review
4x Business Review
Monthly Cash Flow Model
Monthly Consulting Call
Quarterly Cash Flow Model (every 3 months)
Quarterly Consulting Call (every 3 months)
Tax Planning (If using tax services)
Tax Planning (if using tax services)
Quarterly Tax Projections (if using tax services)
Access to Expertise (1) General Q&A Support from the Simple Numbers Consulting Team (2) Accounting & Bookkeeping Compliance Q&A Support *

Package Benefits

Hiring Support (Up to 2 hours per year)
Personality Profile Assessments
Salary Surveys

Estimated Monthly Price Range

Estimated Price Range: $1,300 - $1,500

Estimated Price Range: $1,000 - $1,300

Estimated Price Range: $800 - $1,000

TAX SERVICES

Individual Tax Return
Federal and one state individual tax return
Individual Tax Return w/Sch. C
Federal and one state individual tax return with one schedule C
1065 Partnership Tax Return
Federal and one state partnership tax return
1120S Corporate Tax Return
Federal and one state S-Corp tax return
1120 Corporate Tax Return
Federal and one state C-Corp tax return

OUTSOURCING (BOOKKEEPING) SERVICES

Weekly/Bi-weekly Tasks Rates: $75 - $125/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, etc.

* The accounting records and services requested will be reviewed in order to provide an accurate price range. Any additional weekly/bi-weekly/monthly tasks not listed here would be covered under that respective rate.

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