Jumpstart Your Business
For solopreneurs and startups under $100K in revenue looking to get it right from the start.
Struggling with Financial Compliance? We’ve Got You Covered
Confused About Xero? Learn from a Pro, 1:1
A 3 month program to get you set up and going! Perfect for businesses just starting or in their first year, under $100K of revenue.
With Xero, your business activity is tracked in near-real time so that you can use this information to make quick business decisions.
Custom coaching and support will assist you in getting what you need out of Xero.
What’s Included
Accounting (Xero)
Empower your business with the tools and knowledge to manage your finances confidently. Our personalized coaching helps you master the essentials, ensuring nothing falls through the cracks.
Reconciliation Made Easy: We’ll guide you step-by-step on how to reconcile bank and credit card transactions in Xero, so you always know where your money is.
Expense Management Simplified: Learn how to efficiently manage expenses using Expensify, keeping your business on track with minimal effort.*
Invoicing & Billing: Get hands-on training in Xero to create and manage invoices and bills, ensuring you never miss a payment or a bill.
Payroll Integration: Seamlessly integrate payroll with Gusto, so paying your team is as smooth and stress-free as possible.*
Monthly Financial Reports: Understand your business’s financial health with customized Profit & Loss and Balance Sheet reports. We’ll teach you how to use these reports to make informed decisions that drive your business forward.
Client Portal
Stay connected with us and manage your progress through your personalized Basecamp account. It’s your hub for communication, support, and tracking your tasks.
Financial Planning and Analysis
Take control of your financial future with our tailored CFO advisory services, designed to simplify compliance and strategic planning.
Custom Solutions: We analyze and recommend the right API apps to streamline your operations, unique to your business needs.
Financial Literacy: Gain basic yet crucial training on financial reports—learn how to interpret and use them to steer your business in the right direction.
What’s Included:
Dedicated Meetings: Stay accountable with up to two hours of Zoom meetings per month (weekly or biweekly) to review your progress, set goals, and address challenges.
Legal Guidance: Receive advice on your business’s legal structure, ensuring you’re set up correctly from the start (filing fees not included).
Comprehensive Oversight: We monitor your bookkeeping and reporting practices to ensure everything is accurate and compliant.
Strategic Growth: Get expert guidance on planning for growth and expansion, with actionable insights tailored to your goals.
Budgeting & KPI Development: We’ll help you set realistic budgets and develop key performance indicators in Xero, so you can measure your business’s success with confidence.
*additional fees may apply for additional apps like Gusto and Expensify
Bryan VanDoorninck, Founder, BVADO
As a solopreneur, managing finances can be overwhelming. Before Verte Consulting's Jumpstart Your Business service, my financials were disorganized. Their personalized coaching and support have given me the confidence and tools to manage my business more effectively. Now, I approach my financial planning with a sense of calm.