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!
Schedule a Free Call
2
We Learn Your Business
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
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.
4
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.
Pricing Plans
- Great Starting Point
Opertivo Starter
299$Every monthPerfect for Solo practitioners, under $500K in revenueÂ- Custom Built Excel KPI Dashboard refreshed when you want
- Monthly Bookkeeping
- Custom budget tracking & expense forecasting
- Monthly and annual financial statements
Opertivo Growth
599$Every monthPerfect for Small agencies, between $500K - $1.5M in revenueÂ- Everything in the Opertivo Starter Plan plus:
- Personalized recommendations on how to cut costs
- Personalized recommendations on how to increase performance
- What-if Scenario Analysis
Opertivo Partner
1,500$Every monthPerfect for Established firms, between $1.5M - $3M in revenueÂ- 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 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:

$1B Fintech unicorn

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