Done-for-you financial consulting for driven entrepreneurs determined to scale
You’ve always done whatever it takes to achieve your business goals.
You’re more ambitious than anyone you know. You’re determined to hire a massive team, step back from day-to-day operations, and even sell the business one day.
To hit those goals, you need anything but an average accountant.
You need a dedicated professional to help you pay less in taxes, maximize your profit, and create a wealth-building plan.
It’s time to build a lasting legacy and generational wealth with your business.
The Disruptor is for you if:
-
Your business is already operating at a high-level, but you’re desiring more. The sky’s the limit, and you need someone who will push you to continue to succeed.
-
You’re ready to leverage your business to set up generational wealth. Your future looks like a luxurious retirement, a fully-funded 529 for your kids, and your dream home.
-
You’re craving high-touch support from a financial team. Now that you’re scaling, it’s not enough for you to only know the basics. You want to work closely with a financial consultant to forecast your finances, make stronger investments, and scale the business quickly.
The Disruptor includes:
-
With your consultant, you’ll get a holistic, visual view of your business’ financial health. You’ll also receive personalized recommendations for investments and expenses based on your business and financial goals.
-
No need to panic when you see an income dip or a slow month. Each quarter, you’ll review your current and projected cash flow so you can prepare accordingly.
-
Understand your profitability, observe trends over time, and look for opportunities to improve your bottom line.
-
Business moves fast. You’ll fill us in on the latest in your business to get the most up-to-date financial advice.
-
You deserve to feel in control of your business finances. Use our secure client portal to ask questions whenever they pop up and we’ll respond within 48 business hours– no additional charge.
-
The Disruptor Package starts at $3,200 per month + $1,500 Onboarding Fee. Prices may vary based on your personal needs.
Ready to take action? Here’s what’s next:
01 Inquire:
Start by completing our inquiry form. We’ll reach out as soon as possible to set up a phone call and confirm we’re the right financial professionals for you.
02 Make it official:
After our call, we’ll send you a proposal for the best service to accomplish what you’re looking for. Once you pay your deposit and sign your contract, you’ll join our client roster.
03 Onboard and kick-off:
You’ll be welcomed by our team and receive an invite to our secure client portal. . Once we receive all necessary information, we’ll invite you to our first virtual meeting.
