BUSINESS BLUEPRINT

The full picture of your business. In two weeks.

Your profit, your cash, and what your business is worth, benchmarked against real businesses in your industry. Then 90 minutes with a FinElevate CFO on what to do next.

What you get

QuickBooks health check

Can you trust your books? We find out first.

Profit, cash, and value analysis

Where you stand on each, compared to businesses like yours.

Subscription audit

Every recurring charge, and which ones to cut.

90-minute strategy session

What we found, what it’s worth, and what to do first.

If we don't find at least $100,000 in profit, cash, or valuation opportunities, you get your money back and keep the Blueprint.

Guarantee applies to businesses over $2M in sales.

How it works

Free review first. If a Blueprint makes sense, we'll tell you.
You give us access to your numbers.
Two weeks later, we walk through it live.

After the Blueprint

Some owners take it and run. Others keep working with us through CFO Advisory or Fractional CFO Service. No pressure either way.

Pricing

$3,500, one time

No contract.

Questions owners ask

No. The health check shows us how much we can trust them and what needs cleaning up.

Start with the review. It’s free, and it makes sure the Blueprint is worth your money.

FinElevate

FinElevate is a fractional CFO firm for owner-run businesses doing $2M to $20M in sales. Know what's working, what isn't, and what to do about it.

We run on EOSStrategic Coach

*FinElevate is not affiliated with EOS Worldwide. We run our business on EOS and we greatly admire the EOS community and like-minded practices.

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