Calling all Financially Fierce Founders! Sync your Formula with your bookkeeping software* and seize control of your business's financial performance.
Our Book Calibration service fine-tunes your chart of accounts and uploads your financial plan so you can pull reports and monitor your progress with unwavering confidence.
COLLABORATION //
we recognize that financial success is a collaborative endeavour. That's why our Book Calibration service entails close collaboration with your bookkeeper and/or accountant.

Book Calibration Service

$500.00

Excluding GST/HST

DELIVERABLES //

Deliverable #1: Chart of Accounts calibrated to your Financially Fierce Formula for precise tracking of income generation and allocation.

Deliverable #2: 12-Month Forecast integrated into your bookkeeping software for real-time progress tracking against your plan.

Deliverable #3: Review of software functionality to enable report generation and progress measurement.

Deliverable #4: Compilation of recommendations for discussion with your bookkeeper and/or accountant to optimize your financial performance.
TIMEFRAMES //

Week 1: Intake Call completed.

Week 2: Calibration recommendations drafted and reviewed with the Founder.

Week 3: Recommended Calibration reviewed and approved by the Founder’s bookkeeper and/or accountant.

Week 4: Books calibrated, and 12-month forecast uploaded and reviewed with the Founder.

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Book Calibration Service

DELIVERABLES

TIMELINES

SOFTWARE