Inc 5000

Crabtree, Rowe & Berger, P.C. is proud to be named one of America’s fastest grow companies.

Simple Numbers® Consulting & Services

Navigating today's financial current can be a challenging adventure - and we’re here to help you navigate through the rough patches to smoother seas. We believe that it is small businesses and entrepreneurs like you that champion market growth and anchor the economy. We're here to supply you the data you need to maximize profitability - not just for today, but for sustainable profitability over the long haul.

We believe that it is important to match your needs and objectives with the right level of services. We understand that each business has its own unique opportunities and challenges; with that in mind, we have listed below an outline of our basic service packages to get you started.

Email Us to Get Started

Our Process

 

Our Simple Numbers® planning session process aims to assist entrepreneurs in creating a planned outcome for their business. Once the strategic session is complete, the relationship is setup for ongoing services. The result being a vested interest by both parties in creating or growing a profitable, wealth generating business capable of making an impact.

 

FULL-DAY ONSITE STRATEGIC PLANNING SESSION

 

Starting at: $7,000 + Travel
$6,000 if you come to us!

*Does not include pricing for Greg Crabtree

 

Who is it for: Business owners (Executive Team may be included)

 

Objective: To conduct a full day company strategic planning session breaking down the company financial direction in the morning followed by a strategy session in the afternoon.

 

Deliverables: Customized Simple Numbers Cash Flow Model©, Review of financial data utilizing Simple Numbers concepts, Company KPI Scoring, Review of Financial Statements, Labor Efficiency Concepts, Thinking Model, Reporting Rhythms, ROIC, and Financial Scenarios. Strategic Planning content including: Development of Values Filter, D.O.S (Dangers, Opportunities, Strengths) Exercises, Priorities Development & Timeline of Execution, Long-term Vision Plan

 

REMOTE PLANNING SESSION

 

Two 2-hour Virtual Meetings
Starting at: $5,000

*Does not include pricing for Greg Crabtree

 

Who is it for: Business owners (Executive Team may be included)

 

Objective: For those doing 3rd party strategic planning and/or just looking to analyze your data in the Simple Numbers format then the remote session offers a flexible solution to getting a financial breakdown of the business along with financial modeling.

 

Deliverables: Customized Simple Numbers Cash Flow Model©, Review of financial data utilizing Simple Numbers concepts, Company KPI Scoring, Review of Financial Statements, Labor Efficiency Concepts, Thinking Model, Reporting Rhythms, ROIC and Financial Scenarios


“I am far from being a finance guru but this was hands down the most eye-opening experience I have had during my entrepreneurial journey.From the day I picked up the phone until now it has simply been a great experience and I will not hesitate to recommend your team to every entrepreneur I know.”
– Iannique Renaud, CEO
Renaud Lifestyle Products


BUSINESS REVIEWS & SERVICES

  • Monthly Price Range

    Monthly Price Range

  • Monthly Cash Flow Model

    Monthly Cash Flow Model

  • Monthly Consulting Call

    Monthly Consulting Call

  • Quarterly Cash Flow Model
    (Every 3 months)

    Quarterly Cash Flow Model
    (Every 3 months)

  • Quarterly Consulting Call
    (Every 3 months)

    Quarterly Consulting Call
    (Every 3 months)

  • Salary Surveys

    Salary Surveys

  • Personality Profile Assessments

    Personality Profile Assessments

  • Hiring Support
    (Up to 2 hours)

    Hiring Support
    (Up to 2 hours)

  • Tax Planning
    (If using tax services)

    Tax Planning
    (If using tax services)

  • Quarterly Tax Projections
    (If using tax services)

    Quarterly Tax Projections
    (If using tax services)

  • Annual Consulting Service1

    Annual Consulting Service1

  • Accounting & Bookkeeping Support2

    Accounting & Bookkeeping Support2

Monthly Business Review

  • Monthly Price Range

    Starting at: $1,000 - $1,200

  • Monthly Cash Flow Model

    ✔

  • Monthly Consulting Call

    ✔

  • Quarterly Cash Flow Model
    (Every 3 months)

  • Quarterly Consulting Call
    (Every 3 months)

  • Salary Surveys

    ✔

  • Personality Profile Assessments

    ✔

  • Hiring Support
    (Up to 2 hours)

    ✔

  • Tax Planning
    (If using tax services)

    ✔

  • Quarterly Tax Projections
    (If using tax services)

    ✔

  • Annual Consulting Service1

    ✔

  • Accounting & Bookkeeping Support2

    ✔

Hybrid Business Review

  • Monthly Price Range

    Starting at: $800 - $1,000

  • Monthly Cash Flow Model

    ✔

  • Monthly Consulting Call

  • Quarterly Cash Flow Model
    (Every 3 months)

  • Quarterly Consulting Call
    (Every 3 months)

    ✔

  • Salary Surveys

    ✔

  • Personality Profile Assessments

    ✔

  • Hiring Support
    (Up to 2 hours)

    ✔

  • Tax Planning
    (If using tax services)

    ✔

  • Quarterly Tax Projections
    (If using tax services)

    ✔

  • Annual Consulting Service1

    ✔

  • Accounting & Bookkeeping Support2

    ✔

4x Business Review

  • Monthly Price Range

    Starting at: $600 - $800

  • Monthly Cash Flow Model

  • Monthly Consulting Call

  • Quarterly Cash Flow Model
    (Every 3 months)

    ✔

  • Quarterly Consulting Call
    (Every 3 months)

    ✔

  • Salary Surveys

    ✔

  • Personality Profile Assessments

    ✔

  • Hiring Support
    (Up to 2 hours)

    ✔

  • Tax Planning
    (If using tax services)

    ✔

  • Quarterly Tax Projections
    (If using tax services)

    ✔

  • Annual Consulting Service1

    ✔

  • Accounting & Bookkeeping Support2

    ✔

TAX SERVICES

  • Individual Tax Return

    Individual Tax Return

  • Individual Tax Return w/Sch. C

    Individual Tax Return w/Sch. C

  • 1065 Partnership Tax Return

    1065 Partnership Tax Return

  • 1120S Corporate Tax Return

    1120S Corporate Tax Return

  • 1120 Corporate Tax Return

    1120 Corporate Tax Return

  • Individual Tax Return

    Federal and one state individual tax return: $900 - $1,100

  • Individual Tax Return w/Sch. C

    Federal and one state individual tax return with one schedule C: $1,200 - $1,800

  • 1065 Partnership Tax Return

    Federal and one state partnership tax return: $2,200 - $2,600

  • 1120S Corporate Tax Return

    Federal and one state S-Corp tax return: $2,200 - $2,600

  • 1120 Corporate Tax Return

    Federal and one state C-Corp tax return: $2,400 - $2,800

OUTSOURCING (BOOKKEEPING) SERVICES

  • Weekly/Bi-weekly Tasks Rates: $60/hour

    Weekly/Bi-weekly Tasks Rates: $60/hour

  • Month End Close / Tasks Rates: $100-$125/hour

    Month End Close / Tasks Rates: $100-$125/hour

  • Weekly/Bi-weekly Tasks Rates: $60/hour

    • Entering and paying bills
    • Recording deposits
    • Payroll
    • Weekly reconciliations
    • Two week cash flow projection
  • Month End Close / Tasks Rates: $100-$125/hour

    • Final bank and credit card reconciliations
    • Review of monthly transactions
    • Review of balance sheet and P&L
    • Sales tax

    *Any additional weekly/bi-weekly/monthly tasks not listed here would be covered under that respective rate.

AUDIT SERVICES

  • Please contact us to schedule a call with our Audit Team to provide a review and quote.

    Please contact us to schedule a call with our Audit Team to provide a review and quote.


Want to learn more?

Email Us to Get Started

View Disclosures

  • Price ranges for all consulting services can vary based on the number of locations, additional breakouts, etc.
  • Price for planning sessions may change based on # of companies that are analyzed and/or additional breakouts such as locations, business segments, etc. We will let you know the additional amount during initial consultation.
  • Tax, outsourcing, and audit services are only available if client has completed a planning session
  • Contact us to inquire about audit services

1Annual Consulting Service: This service includes unlimited phone and email support from CRB’s Consulting Team in regards to a variety of business issues to include but not limited to, hiring, transaction analysis, labor efficiency, and executive compensation.

2Basic Accounting & Bookkeeping Support: In many ways similar to the consulting service, our accounting and bookkeeping support offers our clients access to CRB’s accounting manager and outsourcing team should any questions or issues arise in the area of accounting and bookkeeping.

3Tax Services: Price ranges could be affected by:
– Intricate partnership agreements
– Robust personal investments such as rental property, stock, businesses, farm, etc.
– Additional bookkeeping and/or significant adjustments required
– Multiple locations and/or states – $500/additional state; $750/NY & CA
– IRS laws pertaining to your business