Our Features
How it works?
1
Schedule a call with us to discuss your goals and how frequently you would like to hear from us
Recommended before choosing a plan!
Schedule a call
2
Execution
We gather and analyze your financial data to learn about your business
3
Custom Insights
We create your business dashboard with relevant KPIs and custom reports that offer valuable insights into your business
4
Ongoing support
We send you those insights on a daily, weekly, or monthly basis as well as recommendations on how to improve performance and save money
Pricing Plans
- Great Starting Point
Opertivo Standard
1,499$Every monthPart-time finance support for businesses with less than $1 million in annual revenueÂ- Custom Built Excel KPI Dashboard refreshed when you want
- Monthly Bookkeeping
- Custom budget tracking & expense forecasting
- Monthly and annual financial statements
Opertivo Premium
1,699$Every monthPart-time finance support for businesses between $1 million and $2 million in annual revenueÂ- Everything in the Opertivo Standard Plan plus:
- Personalized recommendations on how to cut costs
- Personalized recommendations on how to increase performance
- What-if Scenario Analysis
Opertivo Enterprise
2,199$Every monthFull-time Finance Support perfect for businesses with over $3 million in annual revenueÂ- Everything in the Opertivo Premium Plan plus:
- Custom Strategic Business Plan
- Tax Prep (liason w/ your CPA so you don't have to)
- Financial Presentations (Board of Directors, Investors)
- Build custom financial models
Need a Custom Solution For Your Business?
We also offer custom solutions for startups and businesses with over $3 million in annual revenue, and hourly support for ad hoc projects including the ones in our monthly plans.
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Click here to get in touch with us for more info.
Meet the Founder
Todd Hinson
Hello everyone, my name is Todd and I'm passionate about helping entrepreneurs regain control of their business operations and rediscover the joy of entrepreneurship.
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I have an MBA in Finance and over 8 years of experience as a consultant in Financial Planning & Analysis (FP&A) for over 50 solo entrepreneurs, small businesses, and startups. I have been the CFO of my mother’s law practice for the past 7 years.
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I have also worked as a Financial Analyst for:
$1B Fintech unicorn
Frequently asked questions
Want 50% off an Opertivo Plan?
We are looking for beta testers to provide feedback on our services for 3 to 4 months. Click here to get in touch.
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