Profit Plan

Easy Budget
We make budgeting easy

The Profit Plan includes everything contained in the Financial Checkup and will cost you a fraction of what it would cost to hire your own in-house CFO.

Are you:

  • Frustrated that you’re not taking home as much money as you should?
  • Confused about how to reach your financial goals?
  • Unsure where your money is going?

At the end of this Financial Planning process, you will have:

  • A plan to meet your financial goals
  • A list of the top three things YOU need to do to improve your profitability (customized to you)
  • An easy-to-use tool to track your progress

The best part is – I do all the hard work! All you need to do is provide the following:

  • Income Statements for the past 12 months or three years (if you have them)
  • Balance Sheet
  • Goals, initiatives and changes for the next 12 months

Don’t worry if you don’t have all this data.  We’ll work with what you do have together!

Contact us here or call 203-441-5834 to get more information.