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Financial consulting for nonprofits, small businesses, churches

We will sit down with you and look over your banking and merchant services relationships to see if we can help lower your fees.


1) Treasury Services - we will look over and analyze your current banking relationship to make sure you are with the right bank, make sure you are in the right checking account, help lower your fees, and make sure you are using the right cash management tools (products and services)


2) Merchant Services - we will look at your current credit card processing rates and help you lower those rates and if you decide to use us we will donate 25% of our revenue to a designated nonprofit of your choice


3) Metrics - we will run analysis using historical data to help verify or correct current price points while helping to forecast future profits. We will educate you on how to set optimal price points after running a cost analysis and break-even analysis

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