Just because you’re a small business doesn’t mean you should play small.
Game-changing financial knowledge, coaching, and bookkeeping services for your growing business.
Simplify your business financials
Make confident decisions
Follow a clear path to success
Does this sound familiar?
1
You wish your P&L and balance sheet were easy to understand
2
Bookkeeping is a complete mystery to you
3
Tax season is always a nightmare
4
Your accountant gives you numbers you can’t comprehend
5
You’re not sure how to make data-driven decisions
Business finance
know-how at your fingertips
Free Training &
Resources
Everything you need to be knowledgeable in business finance is here. All our webinars, e-books, templates, and more are free to stream and download.
Group Coaching & Community
A solid support system can take your business to new heights . Get regular coaching and group calls to get that boost of business confidence.
Bookkeeping
Your stress-free solution to complying with taxes. Tax season will be something you won’t dread.
Profit First
A revolutionary cash flow management system. With this approach, you’re not only making sure your business turns a profit but that you also get paid fairly.
Business Scaling
Our holding company acquires and nurtures accounting and bookkeeping firms that are ready to scale.
Do you still have some concerns or queries?
Are you unable to locate the solutions you seek? Feel free to connect with us for further discussion.
Running a business can be overwhelming, especially when it comes to money.
When cash is tight, the anxiety builds, making you ineffective in other areas of your business. What felt like a liberating venture now feels like a life sentence!
We want to let you know that you shouldn’t be alone in this.
You can make simple but effective changes to make you a master of your money and not the other way around.
Select the service that you would like to avail:
Accounting & Bookkeeping
| GOLD Done for you | SILVER Done with you | BRONZE Do it yourself |
|---|---|---|
| Accounting & Bookkeeping Essentials Post all Business Banking Transactions Complete Monthly Bank Reconciliations Post all Business Credit Card Transactions Complete Monthly Credit Card Reconciliations Post all Loan Transactions Reconcile all balance sheet accounts Provide Digital Document Storage & Secure Portal Access Update & maintain fixed asset schedule | Accounting & Bookkeeping Essentials Post all Business Banking Transactions Complete Monthly Bank Reconciliations Post all Business Credit Card Transactions Complete Monthly Credit Card Reconciliations Post all Loan Transactions Reconcile all balance sheet accounts Provide Digital Document Storage & Secure Portal Access Update & maintain fixed asset schedule | Accounting & Bookkeeping Essentials Post all Business Banking Transactions Complete Monthly Bank Reconciliations Post all Business Credit Card Transactions Complete Monthly Credit Card Reconciliations Post all Loan Transactions Reconcile all balance sheet accounts Provide Digital Document Storage & Secure Portal Access |
| Update & maintain prepayments schedule Make accounting entries to include accruals and prepayments (GAAP accounting) | Update & maintain prepayments schedule Make accounting entries to include accruals and prepayments (GAAP accounting) | X |
| Make accounting entries for amortizations and depreciation, if needed Monitor data feeds into your accounting software | Make accounting entries for amortizations and depreciation, if needed Monitor data feeds into your accounting software | Make accounting entries for amortizations and depreciation, if needed Monitor data feeds into your accounting software |
| Customize Chart of Account based on industry Enter adjusting journal entries as necessary Monthly management reports & financial statements, 10th of the month Monthly 30 minute meeting to review financials with owner/s Monthly 60 minute meeting to review financials with owner/s Dedicated daily bookkeeper Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution Dedicated weekly bookkeeper Dedicated account manager 90 day-13 week rolling cash flow projections Quarterly Forecasting Business Overview Reports – monthly | Customize Chart of Account based on industry Enter adjusting journal entries as necessary Monthly management report & financial statements, 15th of the month Monthly 30 minute meeting to review financials with owner/s Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution Dedicated weekly bookkeeper Quarterly Forecasting X X X X X | Customize Chart of Account based on industry Enter adjusting journal entries as necessary Prepare management report quarterly – by the 25th X X X X X X X X X |
| Costs analysis to aid with proper pricing | X | X |
| Dedicated customer support | X | X |
| 30-90 days short-term cash flow | 30-90 days short-term cash flow | X |
| Include tracking categories if needed | X | X |
| Prepare financial scorecard/KPIs | X | X |
| Prepare financial scorecard/KPIs | X | X |
Here is a rundown of the services you will get when you choose a package (Gold, Silver, or Bronze). We customize our prices depending on your business’ needs and budget. For a quote, please fill up this form:
By submitting your information, you`re giving us permission to email you. You may unsubscribe at any time.
Profit First & Business Financial Advisory Services
| GOLD Done for you | SILVER Done with you | BRONZE Do it yourself |
|---|---|---|
| Profit First Instant Assessment PF University access Profit First Complete Profit Strategy Blueprint Kick-Off meeting Expense review meeting Two week check in call Monthly Goal Setting for TAPS Assistance with allocations Quarterly Strategic Meetings Business Performance Tracker (KPI’s) YE Profit Assessment YE Profit Review & Next Year Strategy & Goal Planning Introduction to PF- PDF of core 5 chapters Introduction to PF- Free Profit First Book Provide Digital Document Storage & Secure Portal Access | Profit First Instant Assessment PF University access Profit First Complete Profit Strategy Blueprint Kick-Off meeting Expense review meeting Two week check in call Quarterly Goal Setting for TAPS X Quarterly Strategic Meetings X YE Profit Assessment YE Profit Review & Next Year Strategy & Goal Planning Introduction to PF- PDF of core 5 chapters Introduction to PF- Free Profit First Book Provide Digital Document Storage & Secure Portal Access | Profit First Instant Assessment PF University access Profit First Complete Profit Strategy Blueprint Kick-Off meeting X X X X X Business Performance Tracker (KPI’s) YE Profit Assessment YE Profit Review & Next Year Strategy & Goal Planning Introduction to PF- PDF of core 5 chapters X Provide Digital Document Storage & Secure Portal Access |
| Business Coaching Add-On You – The Owner Paying Yourself Goals Workload & delegation Mindchange & behaviors Your WHY Your Company Mission Vision Core Values Company Culture Immutable Laws Roles & Responsibilities Business Operations Systemization & Documentation Sales Process Onboarding Process Internal SOPs Employee Systems Hiring Processes Onboarding & Training Ongoing communication Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning Continued expense monitoring/input/advice PFP Coaching – We talk about anything you want Email and phone support (limited by package choice |
Here is a rundown of the services you will get when you choose a package (Gold, Silver, or Bronze). We customize our prices depending on your business’ needs and budget. For a quote, please fill up this form:
By submitting your information, you`re giving us permission to email you. You may unsubscribe at any time.
Group Coaching
$39/month
| Exclusive webinars | Accountability, feedback, and check-in sessions | Monthly “ask-me-anything” calls with your coach, certified Profit First professional Jason |
How It Works
Step 1. Schedule A Free Consultation Call
Tell us what business challenges you’re facing. We will then use this information to recommend a plan of action for you (Bookkeeping/Group Coaching/Profit First).
Step 2. Follow A Plan
Based on our recommendations, decide on a plan. You can pick one or more services.
Step 3. Scale Your Business
Armed with the right knowledge, tools, and support, move forward confidently and see your business grow.
At Main Street
You have access to the knowledge, systems, and tools to strengthen your business’ finances. We believe that the path to profitability shouldn’t be complicated.
Whether you’re consuming our free resources, having your books organized, or getting group coaching, we’ll make sure you have an accelerated journey towards stability and success.