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Flexible Plans Built for You
P&G's plans are priced to give you everything you need, when you need it most, to run your business with confidence
Or, you can get started right away by choosing a plan below
If we can't 10x your investment in our services in 2 years, then the next 3 years is free.
The Index
Join a Community of Wealth-Conscious Wealthbuilders
$0
$0
Sign Up Now- The Access to Capital Journal Monthly Newsletter
- Access to Member-Exclusive Content and Events
Ideal for owners that would like to join a community of financiers, investors, and wealth-conscious entrepreneurs.
The 8 Key Drivers eBook
Profit
Bookkeeping, Forecasting
& Tax Planning
$995
$1,495
Sign Up Now- Monthly Bookkeeping
- Profit First Assessment
- Delivery by the 25th of the Month
- Business Tax Preparation
- Monthly Advisory Meeting (via Zoom)
Ideal for companies between $250k and $500k in revenue that need a financial guide that will help them scale to the next level.
Includes membership to The Index, PLUS
Most Popular
Grow
Profit First Implementation & Business Valuation
$1,795
$2,495
Sign Up Now- Annual Business Valuation
- Access to P&G Value Builder Academy
- Profit First Implementation + Coaching
- Monthly Mastermind Meetings with All of Our 'Grow-level' Clients
- Access to Weekly Office Hours
Ideal for companies between $500k and $2.5M in revenue that are serious about exiting within the next 3+ years.
Includes everything in the Profit package, PLUS
Built to Sell
Strategic Planning & Traction/
EOS Integration
$7,495
$9,995
Sign Up Now- Full-Day Strategic Planning Meeting with Leadership Team
- Quarterly Half-Day Strategy Updates
- Weekly EOS-inspired Level 10 Meetings
- Freedom Report & Score
- Readiness to Exit Report & Score
Ideal for companies with $2.5M+ in revenue that are committed to exiting in under 3 years.
Includes everything in the Profit and Grow packages, PLUS
Trusted by companies nationwide.
Trusted by companies nationwide.
Frequently Asked Questions
Your Questions Answered: Expert Guidance for Your Business Needs.
Understanding Our Services
Who should work with us?
Business owners who want to gain control over their finances, maximize profitability, and ensure long-term growth should work with us. Whether you’re looking to streamline your bookkeeping, implement effective tax planning strategies, or build your business’s value, our tailored services are designed to meet your unique needs and goals.
Can you help with just bookkeeping OR taxes?
No, we do not help with tax-only work. The benefits of this approach include a) having one team working on your financial statements, ensuring consistency and accuracy, and b) ensuring your financial statements are done on time, every time.
What is included in the Profit package?
The Profit package includes comprehensive bookkeeping services, financial forecasting, and tax planning. This package is designed to help you maintain accurate financial records, plan for future growth, and minimize your tax liabilities.
How does the Grow package benefit my business?
The Grow package provides you with a Value Builder Report and implements the Profit First methodology. This combination helps you understand your business’s value, identify growth opportunities, and prioritize profitability to ensure financial stability.
What makes the Built to Sell package unique?
The Built to Sell package includes weekly meetings with our experts, offering you continuous support and guidance. This package is ideal for business owners looking for a hands-on approach to building a valuable, sellable business with ongoing strategic planning and execution.
Maximizing Your Business Potential
When should I outsource my bookkeeping and tax work?
You should consider outsourcing your bookkeeping and tax work if you’re spending too much time on financial tasks instead of focusing on growing your business. Outsourcing can also be beneficial if you lack the expertise to handle complex financial matters or if you want to ensure compliance and optimize your financial strategies.
How do you ensure the accuracy of my financial records?
Our team of experienced bookkeepers and tax professionals uses industry-leading software and methodologies to maintain accurate and up-to-date financial records. We also conduct regular reviews and audits to ensure the highest level of accuracy and compliance.
What is the Value Builder Report?
The Value Builder Report is a comprehensive analysis of your business’s current value and potential growth opportunities. It provides insights and actionable recommendations to help you enhance your company’s worth and achieve your long-term financial goals.
How does the Profit First methodology work?
The Profit First methodology involves reorganizing your financial management system to prioritize profitability. By allocating a portion of your revenue to profit first, you ensure that your business remains financially healthy and sustainable, even as you cover other expenses.
What are the benefits of regular strategic planning?
Regular strategic planning helps you stay focused on your business goals, adapt to changing market conditions, and make informed decisions. It provides a clear roadmap for growth, ensures alignment across your team, and helps you proactively address challenges and seize opportunities.main footer
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