Smart Money Insights
Take Control of Your Business Finances Without a CFO
Ongoing financial support and quarterly review services that give peace of mind, accurate financial data, and actionable insights — without outsourcing everything.
Get Started Today
Who it’s for?
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- Service-based business owners who struggle to understand their finances or see the big picture but aren’t ready to outsource to a full accountant or CFO.
- Small business owners who do their own bookkeeping, or have a team member handling it, but want professional oversight to ensure accuracy and better decision-making.
- Service-based business owners who struggle to understand their finances or see the big picture but aren’t ready to outsource to a full accountant or CFO.
Any of this sound familiar?
01. Business owners don’t know if their finances are correct.
Get peace of mind with Smart Money Insights — ensure your books are accurate and your finances are correct without hiring a CFO.
02. They don’t know how they are performing financially.
Understand your business performance clearly with quarterly financial reviews and actionable insights from Smart Money Insights.
03. They’re unsure what the numbers mean or how to act on them.
Gain clarity on your numbers and learn exactly what actions to take with expert guidance from Smart Money Insights.
04. They want expert support without the cost of a CFO.
Access professional financial oversight and support at a fraction of the cost of a full-time CFO with Smart Money Insights.
Solution – Smart Money Insights
Ongoing financial support and quarterly review services that give peace of mind, accurate financial data, and actionable insights — without outsourcing everything.
Smart Money Insights+ (Upgraded Productl – Extra Support
Plug-and-Play Task Templates
Step-by-step accounting workflow so you never miss a task.
Special Bonus (Founding Offer)
Sign up by Sept 30 → get 5 free hours of 1:1 work (setup, cleanup, or custom planning).
How It Works
Smart Money Insights
1 Payments of $295Smart Money Insights+
1 Payment of $395What’s Included (Smart Money Insights)
Email + Web Chat Support (M–F)
Ask questions anytime about bookkeeping, QBO, or FreshBooks.
Guidance & Advice
Best practices on how to set up your accounting systems and processes.
Custom Chart of Accounts
Tailored to your business and industry.
Quarterly Financial Review & Performance Insights
Review of accounting records, video + report feedback, error corrections, performance insights, and “Top 3 Focus Areas” for the next quarter.
Payment Plan
2 Payments of $499One Payment
1 Payment of $950
Key Benefits
Always know if your books are correct.
Understand your numbers without confusion.
Gain clarity on performance + exact focus areas for growth.
Avoid expensive CFO retainers but still get expert financial oversight.
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