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CONSCIOUS COACHING

By establishing correct bookkeeping practices and leveraging focused financial reporting, our coaching crafts a financial goal timeline that's actionable, metrics-focused, and ultimately attainable. We dive deep into your financial reports, collaboratively setting one targeted financial goal each month—from reducing expenses to optimizing cash flow. We then develop a framework of bite-sized, consistent actions to drive progress. Semi-monthly Zoom chats and weekly progress reports keep you motivated and accountable, ensuring you're equipped to crush your financial objectives.

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At Secret Recipe, coaching isn't just an add-on—it's our commitment to your success. Unlike traditional bookkeepers who simply deliver monthly reports, we become true partners in your business journey. Our philosophy is simple: your growth is our growth. We don't just want to balance your books; we want to help you build a thriving, profitable business. If you're not moving forward, we're not doing our job. We'll go the extra mile, dig deep into your financials, and provide the strategic guidance you need to turn numbers into opportunities.

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Our coaching package prides itself on recognizing when to be available and knowing when the time is right to remind you to take action. If you are going to trust us, invest in us, and learn from us, then we recognize that a complicated, consuming posture may be counterproductive. We instinctively know how to strike a balance between being effective at influencing positive change and not wielding heavy-handed oversight.

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Combined with our world-class bookkeeping, the Secret Recipe Bookkeeping & Coaching Package will take your business to new heights. For the same price that most bookkeepers charge for basic services, you can now gain the true value of both up-to-date books AND the ability to see the potential opportunities ahead - enabling you to make lasting, measurable changes in your business and personal life.  

“The most important quality in a mentor, teacher, or coach is not how much they know. It's how much they care. Caring is more than taking pride in your success. It's feeling joy as you progress. The people you want in your corner are the ones who celebrate your growth.”

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-Adam Grant

Our Packages

Steep Mountains

Bookkeeping & Coaching Package

The most Bottom Line impactful comprehensive reporting in the bookkeeping industry, with hands-on assistance to consistently assure financial goals are within reach. Monthly Bookkeeping Package Plus:​

 

  • ​Weekly Snapshot Report - customized to your targeted key performance indicators.

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  • Conduct Break-even analysis, revisited quarterly.

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  • Semi Monthly Goals Check-in   (15-30 minute Zoom / Call)

 

  • Monthly Statement of Cash Flows Report - implementing systems to maintain steady cash flow and avoid financial pitfalls.

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  • Budget Formation and Monthly Budget vs. Actual reporting

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Next Level - Tailored to the Hospitality Industry

Hospitality Bookkeeping

& Coaching Package

 

Everything in level 1 plus:

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  • Bill pay & accounts payable management. Utilized through Bill.com or Quickbooks Online. (Option to Substitute Payroll Assistance through Gusto Payroll if preferred.)

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  • Monthly Labor cost tracking & optimization*

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  • Monthly COGS analysis, Prime Cost analysis*

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  • Quarterly Menu Pricing & Profitability Analysis*​

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* POS Integration or Access required. Depending on POS or 3rd Party brands, additional cost may be incurred to access data.

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Additional Consulting Services

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  • Standard Operating Procedures (SOPs) Development and Assessment Coordination – Developing digital manuals and check-lists for consistent service, food preparation, and hygiene. (*affordable software fees extra) 

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  • Vendor Advisement/Negotiations

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  • Feasibility Study formation and analysis for future locations

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  • Benchmarking Analysis​​​​

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​Portland, OR Metro Area or Los Angeles Metro Area Clients

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  • Quarterly Mock Health Dept Visit & Follow up Analysis

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  • Quarterly Mystery Shopper Visit & Follow up Analysis

Every business has a unique financial story—from the number of accounts you manage to your transaction volume and team size. That's why we take a personalized approach to our bookkeeping services rather than offering standard pricing packages that might not fit your specific needs. We are committed to delivering exceptional value. After a quick questionnaire and friendly discussion about your needs, you'll see precisely what makes our budget-friendly approach different.

A note on pricing...

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