What you get
- A full 1-hour session
- We go through the whole business and develop plans for solutions
- Written plan ideas
- The money-found review, included
The money-found review
The review is included in the Business Strategy Session. It is not a separate visit. A full 1-hour block. We go through the whole business and develop plans for solutions. You get written plan ideas. The money-found review is included.
Business Strategy Session
Why this price?
from $249
It reserves a real hour of focused work and keeps the calendar for owners who are serious.
What it costs
From $249 for the hour.
It reserves a real hour of focused work and keeps the calendar for owners who are serious.
After the hour
There is no obligation to buy anything after the session.
We'll never promise a number. We never connect to your bank.
What we check
We check your statements for three things, line by line. We'll never promise a number.
Duplicate charges
The same vendor billing you twice for the same thing, across the statements you send.
Forgotten subscriptions
Recurring charges for software, services, and memberships, listed so you can see what is still being billed.
Card processing fees
Fee lines on your processing statements, read one by one against the statement you already have.
What you send
PDF, CSV, or QuickBooks exports, and we ask that they come through a one-time upload link rather than plain email. We never connect to your bank. A consent form and a simple agreement are signed before any records change hands.
What you get
A short report: what we found, where it is, and what you could do about it. Each finding points to the exact line on your statement so you can check it yourself. Some reviews find nothing, and we'll tell you that plainly.
You decide what to act on. This is a records review, not accounting, tax or legal advice.
Your records
Jeff, the owner, reviews every finding before you see it. Your records are deleted 24 hours after results are delivered and you sign off.
Example
How a finding looks
Example with made-up numbers.
| Line | Vendor | Amount |
|---|---|---|
| 12 | North Wharf Supply | 42.00 |
| 13 | Sample Route Software | 19.00 |
| 14 | North Wharf Supply | 42.00 |
| 15 | Harbor Lane Paper | 11.50 |
Line 14. Same vendor and the same amount as line 12. This is a made-up example of a duplicate line, not a promise about your records.
Questions
Why does the session have a price?
It reserves a real hour of focused work and keeps the calendar for owners who are serious.
What do I get?
A full 1-hour session where we go through the whole business and develop plans for solutions, written plan ideas, and the money-found review, included.
Do I have to buy anything after?
There is no obligation to buy anything after the session.
Will you connect to my bank?
No. We never connect to your bank.
What happens to my records?
Your records are deleted 24 hours after results are delivered and you sign off.
What does the money-found review check?
We check your statements for three things: duplicate charges, forgotten subscriptions, and card processing fees, line by line.
What do I send?
PDF, CSV, or QuickBooks exports, and we ask that they come through a one-time upload link rather than plain email. Do not send statements or account numbers through this form.
What do I get back from the review?
A short report: what we found, where it is, and what you could do about it. Each finding points to the exact line on your statement so you can check it yourself. Some reviews find nothing, and we'll tell you that plainly. We'll never promise a number.
Do I have to act on a finding?
No. You decide what to act on. This is a records review, not accounting, tax or legal advice.
Who reviews the findings?
Jeff, the owner, reviews every finding before you see it.
Book a strategy session, from $249
Tell us how to reach you. Do not send statements or account numbers here.
Not switched on yet, email jeff@fusionrevenuesystems.com
Book a strategy session, from $249
There is no obligation to buy anything after the session. The money-found review is included. We'll never promise a number. We never connect to your bank.
Book a strategy session, from $249