top of page
Finance Dashboawwrd.png

Empower your business,
Growth with Opertivo

Opertivo effortlessly creates and tracks key performance indicators (KPIs) tailored to your business objectives

Business Insights

Group 289208.png

John’s Consulting

Group 1.png
Make Data-Driven Decisions Fast

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

phone-flip_edited.png

Schedule a call

2

Execution

analyse-alt.png

We gather and analyze your financial data to learn about your business

3

Custom Insights

dashboard-panel.png

We create your business dashboard with relevant KPIs and custom reports that offer valuable insights into your business

4

chart-mixed-up-circle-dollar.png

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

    124.99$
    Every month
    Perfect for businesses with less than $1 million in annual revenue
     14 day free trial
    • Custom KPI Dashboard refreshed daily, weekly, or monthly
    • Custom budget tracking & expense forecasting
    • Monthly and annual financial statements
  • Opertivo Premium

    199.99$
    Every month
    Perfect for businesses with more than $1 million in annual revenue
     14 day free trial
    • 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 Consulting

    2,500$
    Every month
    Part-time ad hoc services for startups, solo entrepreneurs, and small business owners. Also available hourly.
     
    • Everything in the Opertivo Premium Plan plus:
    • Catch-up Bookkeeping
    • Tax Prep (liason w/ your CPA so you don't have to)
    • Financial Presentations (Board of Directors, Investors)
    • Build custom financial models

* We also offer custom Enterprise solutions for businesses with over $3 million in annual revenue and hourly consulting services for ad hoc and small to medium projects. 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.

 

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.

I have also worked as a Financial Analyst for:

Group.png
fundbox-logo-6A1AD8D7FD-seeklogo.com.png
Hand-drawn arrow.png

$1B Fintech unicorn

Todd Hinson2 web.jpg
  • Is my data secure?
    Yes! Your personal information, passwords, financial data, are all protected and secure on our network. We have wirewall and VPN in place and never exchange sensitive information via email.
  • How do I get my financial data over to you?
    The preferred method is electronically via a secure portal, but you can password protect your files and send them via email as well.
  • Are there any referral incentives?
    Yes! For every client you refer that signs up for an Opertivo Plan or uses our consulting services, you get $100 off! That means you can either get $100 off your monthly subscription (the following month's fee), or $100 off our consulting services. Shoot me an email and we'll send you your personalized referral code that you can pass along to your network. *You must be a current client in good standing. *Limit: only 2 referral incentives can be redeemed per month. *Referrals still in the free trial period are not eligible for the referral bonus. *Referrals must be signed up for an Opertivo plan, or consulting and paid the respective fees in order for the referrer to receive the bonus. *Bonus will be applied to the month after referral joins
  • Can I book hourly services?
    Absolutely! Let's discuss your business goals here.
  • Do you offer flat fee billing?
    Yes! For some of our ad hoc requests, we can set up a custom flat fee depending on the work that needs to be done. Reach out here and we can discuss your specific needs.
  • What is your hourly rate?
    Our hourly rate is $120 per hour.

Frequently asked questions

Start your journey towards sustainable growth
and success with Opertivo today:

Need help
with QuickBooks?

Get in touch with us here.

Join the Club

Join our email list and get access to specials deals and insights exclusive to our subscribers.

Thanks for submitting!

bottom of page