Empower Your Business with Opertivo: Your Automated Financial Analyst

Join 75+ startups, solo entrepreneurs, and small businesses leveraging Opertivo to streamline their finances, track performance, and achieve sustainable growth

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John’s Consulting

Business Insights

Our Features

Track your business performance

Opertivo analyzes your data, provides insights into your business performance, and suggests corrective actions to get your performance back on track.

Get custom reports in real-time

We’ll create your business dashboard summarizing KPIs and other relevant information to help you keep your pulse on the business and know what is happening in real-time.

Create a budget and forecast expenses and cash flow

Using your data, Opertivo creates a budget for your business, and forecasts cash flow and expenses to make sure you can allocate resources effectively and stay on track with your financial goals.

How it works?

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

Execution

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

Custom Insights

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

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 between $1 million and $2 million in annual revenue
14 day free trial
- Everything in the Opertivo Standard Plan plus:
- Personalized recommendations on how to cut costs
- Personalized recommendations on how to increase performance
- What-if Scenario Analysis
Finance Manager
3,200$
Every month
Part-time finance support
- 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.

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:

$1B Fintech unicorn

Is my data secure?

Yes! Your personal information, passwords, financial data, are all protected and secure on our network. We have firewall and VPN in place and we try to avoid exchanging sensitive information via email when possible.
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.
Do you offer monthly Finance Support?

Yes! 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

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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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