When you own a business, your entire future is at stake with every decision you make.
Which is why our Prosper for Business system empowers business owners to grow further and faster with less stress. We combine strategic planning, data analysis, and goal setting to ensure business owners can solve their greatest challenges with intentional action.
Designed to help every business leader get a grasp on their financials, Prosper for Business offers its services on a variety of levels. Whether you just need the essentials or are looking for premium fractional CFO assistance, we’ve got you covered.
Here’s how we’ll do it together
Step One: Articulation
What’s your baseline? What’s your end game? What’s your why? What is your most epic of goals?
The tools are the same, but the strategies we’ll use depend on the circumstances. Together we work to identify where you’ve been and where you want to go — helping us map out a path to success.
Step Two: Ideation
What’s possible? What’s realistic? What delivers on your purpose (and what doesn’t)? What ideas make you excited to be in business? And what fills you with dread? Which of your ideas are actionable and likely to support rapid growth?
We help you uncover all of your options, identifying multiple paths forward. We then analyze which opportunities are worth pursuing in the short- and long-term. We’ll uncover what’s working, what’s not, and what has yet to be explored. We also pull out your most actionable ideas that are likely to support rapid growth.
Step Three: Clarification
What data do you have at your fingertips? How is it used? Is it accurate? What are your financial priorities? How will you measure progress and success?
We take a deep dive into all your data. We fine-tune your initiatives, developing systems for tracking, collecting, and evaluating metrics that indicate growth towards your goals. We clean up your financials (if needed) and build data loops to inform progress and guide future decision-making.
Step Four: Implementation
What does this look like in the day-to-day operations of your business? How do you move from plan to practice?
Using MACKEY’s Prosperity Ladder, we put your new financial plan into action, adjusting strategies as needed, and building skills along the way. Through monthly coaching and ongoing analysis to support your specific needs, we help you to make data-driven, informed decisions about your business.
Step Five: Iteration
Continuous growth is our MO. Prosper for Business is a constant cycle of improvement and professional development. Our coaches continue to work with you to level up your entrepreneurial prowess and reach new heights.
The work of a business is never done. And neither is ours.
Once we’ve worked through the Prosper for Business cycle, we repeat the steps. It may feel like the end, but it’s really just the beginning of your path to prosperity.
We work with you on:
Tactical Growth | Monthly
Monthly coaching focused on identifying, discussing, solving, and reviewing goals and initiatives. Our coaches aid with skill building and analysis based on your current needs.
Managerial Growth | Annually
Each year clients reassess and adapt their annual plan, key financial indicators, scorecards, and cascading metrics to ensure intentional growth.
Strategic Growth | 1 - 3 Years
Big picture planning isn’t a one-and-done. With the support of our coaches, Prosper for Business clients re-evaluate priorities, goals, and long-term needs to ensure that the daily operations support the overarching plans.
Our Services
Tax Planning & Preparation
We’ll develop a tax strategy that accounts for the big picture — and take care of the paperwork, too!
Managed Accounting Services
Our team of seasoned accountants and CPAs are ready to take over your everyday accounting so you can get back to growing your business.
Personal Financial Planning
Your business fuels your personal prosperity. Ensuring you have clear personal goals can become a catalyst for business growth. Provided by The Prosperity People