Your road-map to financial freedom.
Know where you are now. Know where you’re going.
If you're reading this, you've got bookkeeping tasks on your list.
Instead of spending work days reconciling accounts, your time is better spent...
...growing your business 📈 💰
...relaxing into radical self-care 💆♀️💆♂️
...spending time with your fav people 💛
And, guess what? You don't even have to waste billable time or money to build your empire.
We help small business owners - just like you - get crystal clear on where they've been, where they are, and where they're going.
We know you work hard and that you're fully deserving of...
freedom and flexibility in your business
a financial team you can trust
and, knowing that your business is taken care of while you do the work that brings you joy.
To get there, you've gotta know where you are right now... we'll help you find out...
...what’s working / not working?
...what could be better? More efficient? Cost-effective?
...what’s a top priority?
...how to achieve a sustainable, more profitable business?
Our 50+ point file review service will answer those essential questions and more.
Here's what you'll get...
A prioritized checklist of all areas reviewed.
An easy to read summary report of our findings (includes app and workflow recommendations).
A follow-up Strategy Call with Pinnacle Flow to deep dive into where you're at right now and how to (simply) get where you're going. On this call, we'll walk through the results of our review with you and together in your file!
THIS is your road map to moving forward.
Ready for clarity in your business and confidence in your numbers?