Our personalized industry report equips you with the tools and insights you need to surpass industry standards. We provide key performance indicators (KPIs) to benchmark your performance against competitors, identify untapped opportunities, and help you craft a winning growth strategy. Gain specific industry recommendations on liquidity, profitability, and sales to optimize your financial health. Stop wondering if your competitors are ahead – this report will show you exactly how you stack up and equip you to take action.
Price: $49 USD
Takes 3 Business Days to Get Personalized Report
Learn how to secure the money you need, when you need it. With our guidance and action steps, you'll gain the tools to take control of your finances and unlock new revenue streams. Plus, you will use your numbers to develop a strategy tailored to your unique circumstances.
Price: $50 USD
3-Week Access
Avoid common mistakes and manage your books effectively by identifying and steering clear of costly errors while gaining the skills to maintain accurate records. Streamline your invoicing and payments, and customize QBO to meet your business needs, reducing errors and saving time. You'll be able to generate insightful reports and understand each process through practical examples.
Price: $350
6-Week Access
Learn how to set a vision for your business, the questions you must ask yourself about its direction, how your mindset impacts your trajectory, how to build an aligned team, how to protect your assets, the best practices for communication and documentation, basic topics on accounting and financial management, and more!
Price: $79
3-Week Access
Learn which type of structure is best for you, the tax implications you should consider, the trade-offs between legal protections and tax savings, how to open a business bank account, how to get funding, which expenses are tax deductible, the basic financial statements you must track, and more!
Price: $89 USD
3-Week Access
Are you using your case management and accounting software to its fullest potential? Learn how to get your software to work together so you can be more efficient, provide 1st-class service to your clients, get freedom, and more. (FL Bar members get 2 general/tech CLE credits)
Price: $69
3-Week Access
Would you pass an audit? Learn how to set up your trust accounts correctly, make your internal systems support your accounting, improve your management, avoid trouble with your bar association, and prevent costly mistakes.
(FL Bar members get 2.5 general CLE credits)
Price: $89 USD
3-Week Access
Do you think you are on the right track? Focusing only on revenue is not enough. Learn which metrics you must track to feel confident making strategic decisions that grow your firm.
(FL Bar members get 1 general CLE credit)
Price: $39 USD
3-Week Access
Are you running out of cash? Poor cash flow is one of the primary reasons businesses fail. Learn strategies that will help you maintain a cash flow system to set up your firm for financial health and success!
(FL Bar members get 1 general CLE credit)
Price: $99 USD
3-Week Access
Get personalized strategy, support, accountability, and clarity to achieve your business goals. During 6 weeks,
you will go through some self-paced videos with worksheets and assignments to prepare you for our weekly 1-on-1 personalized strategy sessions. We will have an accountability call a month after you complete the program and start implementing the strategies to analyze your results!
Price: $10,000 USD
Learn how to set a clear vision, develop a winning mindset, master financial management, delegate effectively, scale with streamlined processes, and safeguard your assets.
Price: $4000 USD
Discover the biggest mistakes people make that result in inaccurate financial statements, overpaying in taxes, and frustration.
Find out how to increase revenue without sacrificing client relationships, feel confident charging what you're worth, and communicate price changes effectively.
Tell us about your business, and we will provide you with 5 KPIs that will help you determine how you stack up against others in your industry.
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