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Stop Guessing Where Your Money is Going: 
Expert Virtual CFO for Small Businesses

Get a dedicated Finance partner who gives you clarity on your income, expenses, and helps you understand what you can afford, what to charge, and how to grow sustainably.
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John’s Consulting

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Business Insights

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What We Take Off Your Plate

How it works?

1

We start with a 30-minute conversation to understand your business, your goals, and your biggest financial headaches. No pressure, no pitch — just clarity.

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Recommended before choosing a plan!

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Schedule a Free Call

2

We Learn Your Business

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Once you're on board, we gather your financial data and get to work understanding how your business makes and spends money. We handle the heavy lifting.

3

Custom Insights Straight to Your Inbox

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We deliver your first set of insights straight to your email — including a budget, a cash flow forecast, and a snapshot of where your money has been going.

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Ongoing support, Every Month

We send you those insights on a daily, weekly, or monthly basis as well as recommendations on how to improve performance and save money.

Projects We've Worked On

Personal Injury Law Firm

  • Rebuilt and reconciled 2+ years of backlogged bookkeeping, restoring full financial visibility

  • Prepared clean, CPA-ready financial statements, enabling accurate tax filing and compliance

  • Designed and implemented repeatable financial processes and controls to prevent future backlog

Personal Trainer

  • Analyzed client-level revenue and time allocation to uncover unprofitable engagements

  • Identified clients where the time investment exceeded earnings, highlighting margin leaks

  • Provided actionable recommendations to optimize pricing and client mix

Solo Entrepreneur

  • Segregated and reclassified expenses across three business entities under a single LLC structure

  • Built a clear financial framework to track performance by entity

  • Delivered reporting that allows for informed decision-making and capital allocation

Pricing Plans

  • Great Starting Point

    Opertivo Starter

    699$
    Every month
    Perfect for Solo practitioners, under $500K in revenue
     
    • Custom Built Excel KPI Dashboard refreshed when you want
    • Monthly Bookkeeping
    • Custom budget tracking & expense forecasting
    • Monthly and annual financial statements

  • Opertivo Growth

    899$
    Every month
    Perfect for Small agencies, between $500K - $1.5M in revenue
     
    • Everything in the Opertivo Starter Plan plus:
    • Personalized recommendations on how to cut costs
    • Personalized recommendations on how to increase performance
    • What-if Scenario Analysis

  • Opertivo Partner

    2,000$
    Every month
    Perfect for Established firms, between $1.5M - $3M in revenue
     
    • Everything in the Opertivo Growth 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

Not Ready for a Monthly Plan? We Can Still Help.

Sometimes you need expert financial support for a specific project — not an ongoing commitment. Here are some of the one-time engagements we take on:

Financial Process Optimization

We audit your current processes, identify the gaps, and build streamlined systems that save you time and give you better financial visibility.

Building Out Your Finance Function

Growing fast but your finance infrastructure hasn't kept up? We build it from the ground up — the right tools, reporting structure, and workflows.

Strategic Investment Decisions

Thinking about hiring, expanding, or a major expense? We model the financial impact so you can decide with confidence — not gut feel.

Still not sure which plan fits?

Book a free call and we'll help you find the right plan for your business. We also offer hourly rates for one-time or custom projects.​

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Click here to get in touch with us for more info.  

Meet the Founder

Todd Hinson

I'm passionate about helping small businesses and 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 10 years of experience in Financial Planning & Analysis (FP&A). I've consulted over 75 solo entrepreneurs, small businesses, and startups, including my mother's law practice.

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I've also worked in Finance for:

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$1B Fintech unicorn

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Frequently Asked Questions

Still have doubts? Here’s everything we think you should know

Discover the Benefits of Real-Time Financial Insights:
Try Opertivo Free for 14 Days

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