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
Notice recently how AI is creeping into your accounting?
Technology and AI is making it easier than ever before to manage your own accounting.
But you know you still need support for the complicated stuff.
Is it possible to manage your own books AND get the help and support you need when you need it?
The answer now is YES.
We've built a new solution for a new world.
We have the perfect blend of accounting support, resources, templates and a customized financial review.
And we're ready to give you back some of your time, peace of mind and the assurance that yep, you've got the money stuff covered!
Can you relate to these statements?
"I don't know if my finances are correct, or even if I'm making any money."
Many people like you manage their books themselves, but when they run into issues or questions, they end up spending so much time searching for the right answers. They need an affordable option for support.
"I don't know how to understand my finances or how to make business decisions with them."
The true value of your accounting are the results that come from it. Yet you might feel frustrated or unsure what it all means and need a team to help you interpret your numbers and help you plan for the future.
"I don't really know what we're supposed to be doing to keep the books and ensure we're ready for tax filing."
Gain clarity on your numbers and learn exactly what actions to take with expert guidance from Smart Money Insights. Feel like you don't have a clear understanding of what needs to be done weekly, monthly and quarterly concerning your finances so you're always ready for tax time?
"I don't want to spend $1,000s per month on outsourced accountants, and would rather keep it in house. How do I ensure we have everything covered?"
Access professional financial oversight and support at a fraction of the cost of a full-time CFO with our new program, Smart Money Insights.
Introducing Smart Money Insights
A one-of-a-kind program that offers you continuous accounting support, financial reviews and your own customized Money Insight packet delivered quarterly
Now, the finance bestie you've never is just a Slack message away AND you don't need to pay for expensive outsourced support!
We give you the support you need at the affordable price you're looking for!
What's Included in Smart Money Insights
Email + Web Chat Support (M–F)
Ask questions anytime through our 2 support channels, web chat or email!
Guidance & Advice
Need guidance on setting up your books? Which software to choose? How to handle a particular accounting difficulty?
Smart Money Membership
Complimentary access to templates, resources and how-to videos in our brand new community, Smart Money Membership!
Customized Smart Money Insights Delivered Quarterly
Review of your accounting records, recorded video with feedback, error corrections needed, performance insights, and our “Top 3 Focus Areas” for the next quarter.
Need Even More Support?
Check Out Smart Money Insights+
Monthly Financial Reviews + Analysis
Stay on top of your numbers and understand trends with our customized reviews monthly instead of quarterly.
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Customized Guidance to Build Your Financial Game Plan
Kick off your Smart Money Insights+ subscription with a 1-on-1 meeting to review the state of your finances, understand your current issues and areas of focus, and development of your first 90-day action plan.
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Baseline Financial Review
Immediately upon sign up, we complete your first financial review to help you better understand where your business stands financially before the first monthly review.
Get Started TodayMonthly & Annual Pricing Options
Smart Money Insights
$195 MonthlySmart Money Insights+
$395 MonthlyLet's Work Together to Help You Build a Wildly Profitable and Cash Rich Business!
Save Time & Have Peace of Mind...
...knowing your books are correct.
...knowing the answers to your questions are only a support message away.
...knowing you had all the tools at your fingertips to reach your financial goals
...knowing you avoided expensive CFO retainers but still got excellent financial oversight
Smart Money Insights
1 Monthly Payment of $195Smart Money Insights+
1 Monthly Payment of $395I cannot wait to start helping you to get your finances in order so you can grow a wildly successful business!
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