You’re a powerhouse in your industry and lauded by your clients and team:
Your services garner five figure contracts and beyond, $500K+ annually
You manage a lean team or agency with a blend of employees and contractors
You've built your business for scale and your owner's intent is clear
A fully outsourced accounting team who facilitates invoicing, payments, and payroll
KPIs, metrics, forecasts, and projections to measure the company's financial health and cash liquidity
A proactive tax plan that prioritizes tax avoidance and the financial health of your business
You’re ready for:
With The Profit Table’s guidance, I had a 2-month maternity leave in 2022 (while still paying myself and my employees the whole time).
And I got money back in taxes this year. They changed the game for me in 2020. The things solopreneurs can do with the right financial guidance is wild
the write lens
As a busy entrepreneur, I knew it was super important to find a team I could trust to help make financial decisions.
Dondrea has coached me through many seasons of my business - from expanding my team to starting multiple new business ventures - and I am so grateful to have her as an extension of my team.
high moon studio
What's Included?
All packages include monthly bookkeeping and financial reports.
An onboarding fee equal to one month of service is required.
Annual Profit Plan
Your ultimate guide to profitability with sales and spending recommendations that center your financial goals
Action Plan
Analysis of your business’s financial health
Identification of goals and 3 key milestones for reaching them
A step-by-step plan using your annual budget for reaching defined milestones
Monthly Strategy Sessions
Analysis of your monthly performance and annual profit plan progression with option for weekly leadership team check-ins
50-30-20 Profit Allocation™️
Our exact dollar recommendation for
your salary, tax payments, and future business investments
Tax Strategy & Plan
Facilitate payments for quarterly estimated taxes plus annual tax return preparation and personal and business filings
Full Cash Management
Cash flow analysis, projections, and forecasting to inform key management decisions that require the use of capital resources
Facilitate client invoicing/payments, vendor payables, and company payroll
