Live Training and Support

Get your books and systems in order.

QuickBooks Online, G Suite, CRM, Workflow Project Management.

Automate processes with tools like Zapier.

Call for more info: (866) 945-8070

Up to 100 Participants

Our Zoom meetings can hold up to 100 people. Come your self, or sit your staff in a conference room, or pass the link around.

All Sessions Recorded

All sessions are recorded and provided after the session. No additional charge.

You Run The Show

We don't use pre-written curriculum. In other words... bring your questions and we'll provide the answers.

Support Plans

Nerd's Slack Support with 1 Hour of Monthly Live Support

24/7 Support. Your support plan for all things Accounting and Tech. If you need more live support in the beginning check out my other plan with 2 additional hours of live support in the first month (3 total). Ask all the questions you want, and we will get back to you with answers within 1 business day (usually much faster). 1 Hour Per Month of 1:1.

$500.00 USD every month

CFO Review

1 Hour CFO Review Need a review to find out what you need? This is the plan. $500

$500.00 USD

Basic Monthly CFO Support Plan

5 Hours per month of live support plus Slack Support so you can get answers between sessions within 1 business day.

$2,000.00 USD

CFO Support Plan

10 Hours of live support plus Slack support so you can get answers between sessions within 1 business day.

$3,500.00 USD

CFO Cash Flow Forecast Plan

You can use this time however you like, but the intention is to set up projections / forecast for you, then review them with you twice per month. This is to catch things and get back on track before it's too late. When we can hit the monthly cash flow targets, the year will take care of itself.

$5,000.00 USD

40 Hour Support Plan

Save money! This is great for where you know you want on going help. We can do a weekly session, and get your books cleaned up, or get your company set up with the software and systems you need.