We’ve spent the past year working on retainer plans that make sense for us and for entrepreneurs. We’re trying a new service offering that puts our services more in reach for businesses which are a million dollars in revenue or less. It’s all about reducing stress and increasing profitability for entrepreneurs who need advising, coaching, and consulting services.

As an entrepreneur, you want to stay focused on what matters – sales, productivity, and keeping your customers happy.

Accounting, delegating tasks, marketing, and other back-office functions get in the way of that focus. We can help you get back in the game of running your own business by offering planning, resources and coaching.

Our $495 per month retainer offer includes:

  • One on one online video session with Gary every two weeks, up to an hour (must be scheduled for a set time), to discuss challenges, work on solutions, and review progress from past sessions. Topics can range from accounting to marketing, sales, technology, capitalization, cash flow, you name it.
  • Online advisory group session – monthly Zoom call with other clients. Brag about wins, talk about challenges that affect the whole group (for example, tax and HR issues).

Our $795 per month retainer offer includes:

  • everything mentioned above.
  • monthly in-person advisory group session and social at the Capital City Club, Montgomery, AL.
  • monthly hands-on accounting review in coordination with an area accountant.

Interested in more details? Contact us today to discuss or make an appointment. We are only accepting 15 clients at these rates, and after Friday,  July 19 we will begin charging an on-boarding fee of $300.


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