Customized Services

Growth Geek is passionate about using financial data to help businesses gain deeper insight into their business. Tap into that insight to find your true north that guides your business toward success. Here’s how we make it happen.

Step 1:

Get To Know Your Business, Your Numbers

 

Your financial picture is unique.

Your goals are not one-size-fits-all.

Growth Geek offers an array of services designed to fit the specifics of your unique business, industry and needs.

 

Step 2:

A Deep Dive Into Your Vision, Goals and Objectives

 

We leave no stone unturned.

Your financial numbers tell a story. 

It’s our job to dig deep and develop a clear narrative. In terms that resonate and drive action forward.

 

Step 3:

Create The Roadmap

 

Now that we know where you and where you want to be, we create the road map.

With tactical, measurable guidance, the way forward will become clear. The results you seek become within reach, just by following your customized plan.

 

Step 4:

Support + Guidance

 

We don’t simply hand you the map to success and fade away.

We stay as a trusted partner, a guide, a resource to help you navigate the unexpected, stay on track and pivot if necessary.

 

Types of Services Growth Geek Offers Businesses Like Yours

Reporting + Tracking Tools

Monthly, Quarterly, Annual Follow Up

Customized Consultation

SWOT Analysis

Technology Audit

Ongoing Support

Budgeting

Forecasting

Setting Up Controls

Comprehensive Financial Strategy

Liaison With CPA or Bookkeeper

Cash Flow Analysis