Our Process Gets You From Stuck to Strategic in 90 Days

Ready to Transform Your Business? Our Advisory Process.

For founders ready to turn their business into the freedom machine they always imagined, our advisory work builds on the insights from your QuickBooks Quality Review through our proven three-step process.

Step 1: ASSESS

Complete A Full Business Assessment With Our FutureView360 Benchmark to Kick Off 90-Day Onboarding

Building on your QuickBooks Quality Review, our comprehensive business assessment benchmarks six strategic areas of your business and launches your 90-day onboarding into Founder-First Advisory.

Our FutureView360 benchmarking covers:

• Personal Vision (we always start here—your business should serve your life, not the other way around)

• Purpose (the deeper why that drives sustainable success)

• Products (your customers and value proposition alignment)

• People (your team and customer relationships)

• Processes (team effectiveness and operational efficiency)

• Performance Measures (meaningful metrics aligned with your vision)

• Profitability (financial performance that serves your personal vision)

The outcome: Everyone knows exactly where you're starting from and what needs to happen to automate your financials, build meaningful dashboards, and create the metrics that actually matter for your vision. This becomes your roadmap for the entire 90-day onboarding process.

Step 2: AUTOMATE

What happens: With your complete assessment done, we begin our intensive 90-day onboarding process into Founder-First Advisory. This is where we design and build the financial and operational systems that transform your business from demanding your constant attention to building your future.

Based on your FutureView360 assessment, we know exactly what needs to be automated, which dashboards will serve your decision-making style, and what metrics actually matter for your vision.

What we build for you:

• Automated Financial Systems: Real-time accuracy without manual complexity

• Custom Dashboards: Key metrics displayed the way your brain works—instant clarity on what matters most

• Meaningful Performance Measures: Metrics aligned with your personal vision, not just industry standards

• Cash Flow Forecasting: Tools that help you plan growth moves with confidence

• Integrated Processes: Your financial data connects seamlessly with your operational tools

The goal: You wake up knowing exactly where your business stands across all six strategic areas, without having to ask anyone or check multiple systems. Your numbers become as accessible as checking your phone.

Step 3: ACCELERATE

Ongoing Founder-First Advising That Keeps You Out of the Weeds

What happens: With clear systems in place and your strategic baseline established, we shift into ongoing strategic partnership mode. This is where your business transforms from something that demands your constant attention into something that consistently builds toward your personal vision.

The difference: Traditional CPAs tell you what happened last quarter. We help you decide what should happen next quarter—and give you the financial and strategic framework to make it happen, all aligned with your FutureView360 assessment.

How we accelerate your growth:

• Vision-Aligned Strategy: Quarterly business reviews that keep all six strategic areas moving toward your personal vision

• Proactive Problem-Solving: We spot potential issues before they become expensive problems

• Investment Decision Support: Clear analysis on hiring, expansion, and capital allocation decisions—all measured against your meaningful metrics

• Integrated Performance Management: Monitoring that covers purpose, products, people, processes, performance measures, and profitability as a complete system

• Tax Strategy Integration: Year-round planning that maximizes your after-tax wealth while serving your bigger vision

What this looks like: Instead of calling us with financial questions, we're calling you with opportunities. Instead of managing your books, we're helping you leverage your complete business system to build the life you want.

Why Our Assessment-First Advisory Approach Works

We Start With Your Personal Vision: Most business advisors start with your numbers. We start with your life. Because if your business isn't serving your personal vision, no amount of profit optimization will create the freedom you want.

Complete Picture Before Solutions: The FutureView360 assessment ensures we understand your entire business ecosystem before we recommend any changes. No cookie-cutter solutions—everything we build during your 90-day onboarding is designed specifically for your vision and business model.

Intensive and Personalized: We only take on one client at a time during the 90-day onboarding process. You get our complete focus and attention—not divided energy across multiple implementations.

Built for Busy Founders: We know you don't have time for lengthy meetings or complicated processes. Everything we build is designed to give you more time, not take it away.

What Success Looks Like

By the end of our 90-day process, you'll have:

✓ Financial Clarity: Instant visibility into profitability, cash flow, and growth opportunities
✓ Operational Freedom: Systems that run without your constant oversight
✓ Strategic Confidence: Data-driven decision making that eliminates guesswork
✓ Time Sovereignty: More time working ON your business, not trapped IN it

The ultimate goal: Your business becomes the freedom machine you always imagined—generating wealth while giving you the life you want to live.

Ready to Start?

Step 1: Book Your QuickBooks Quality Review + Founder Clarity Session - Every founder's journey with us begins here. This comprehensive review gives you immediate insights and helps us understand exactly how we can serve your vision.

Our Promise: If you complete the QuickBooks Quality Review and don't gain at least one highly impactful and actionable insight you can use to improve your financial clarity, you're entitled to a private 60-minute strategy session.

Interested in Our Advisory Services? After your QuickBooks Quality Review, we'll discuss whether our Founder-First Advisory process is the right fit for your vision and goals.

Your business should build your future, not bury it. Let's start by making sure your numbers are telling you the right story.