You’ve been building your business for a while, and the growth has compounded year after year:
You have created multiple six figures in annual revenue from your expertise
You find value in a lean team that gives you some of your time back
You are ready to hit your next financial goal with certainty and with clear and purposed intention
A team of financial experts to help you increase your profit and secure your financial foundation for lasting growth
A tax strategy and plan tailored to you and that you can understand
A cash flow strategy that leaves room for your personal pay, taxes, and new business investments
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 profit plan for reaching defined milestones
Monthly Strategy Sessions
Analysis of your monthly performance and annual profit plan progression
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
Cash flow metrics in monthly reports
Advise on processes for client invoicing/payments and payroll
Cash Strategy
