Let’s Take Your Business To The Next Level

Our proven three step methodology takes your Marketing Agency or Coaching Business to the next level.
1

Clean-Up and Procedures

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.

2

Performance and Reports

Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports. Giving you clarity on the performance of your business.

3

Advisory and Growth

It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

Additional Services

If needed, we can add these additional services to meet your needs:

Invoicing

After working on a job, it’s vital to get paid, get paid quickly, and track who owes you!  Let us handle it all!

Bill Pay

Your team and vendors need to be paid quickly so that nothing falls behind!  We have great solutions for you!

Other

Need some help outside of our regular services? No problem!  Our well versed accounting team is ready to deliver whatever financial services you need.

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping Marketing Agencies and Coaches, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Book Strategy Session

Testimonials

"What is not to love about Kevin. He treats his clients the way he would want to be treated. He is tech savvy and has a strong sense of urgency. The best part about him is that I feel safe having him take care of my business."
Meg L
Laundry Turas Consulting
"Kevin Schmidt has been crucial to our business at BottomLine Recruiting from the minute we started working together.  Having someone we can trust to manage our books and payroll has been an absolute lifesaver and we would be lost without him.  I cannot recommend Kevin enough!"
Maggie D
BottomLine Recruiting
"Books By Schmidt has been a much needed catalyst to the growth and success of our small business.  Kevin is always quick to reply, flexible, and has the best in mind for your business. We would highly recommend Books By Schmidt to anyone interested in starting or maintaining a successful business."
Paul S
Sarah & Paul Photography