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Do You Have the Business You Want?

Tools to Thrive is designed to improve your business through proven growth strategies.

What Tools to Thrive Provides

Helping you view your business as an asset that can be scaled up

Increase Your Cashflow

Decrease Your Expenses

Grow Your Revenue Streams

Improve Your Investments

Retirement Planning & Advice

Strategic Goal Planning

Staff Training on Goal Success

Overall Improvement

Insights from Evelyn Cook

After spending two decades as an uber successful money lady and President of Cook CPA, Evelyn Cook has seen it all when it comes to business. She’s seen what the best businesses do to scale their growth and the mistakes many companies make that prevent them from reaching their potential.

When creating Tools to Thrive, Evelyn worked through the weeds with some of the top businesses to find out how they overcame challenges to scale. Evelyn’s deep knowledge of business finance and accounting, as well as her strategic acumen, allow her to tease out the nuances that truly make the biggest difference between ultimate success and epic failure.

Do you need to prepare your business for new growth?

Are you seeking a new way to manage and monitor the growth?

california cpa cook cpa group
Evelyn Cook, President

Business Growth Process

This five step process is designed to make your business thrive

Business-Growth-Advisor-Cook-CPA-GroupDuring the Kick Off phase we do a deep dive with you to understand you financial dreams and aspirations so that we determine the type of growth we’ll target for your business.

Defining Your Vision

  • Frame Your Relationships
  • Define Your Offers
  • Set Your Expectations
  • Make S.M.A.R.T. Goals

Business-Growth-Advisor-Cook-CPA-Group business planDuring the Business Planning phase we work with you to create a wholistic picture of your current and potential product sales opportunities.

Define Your Business Model

  • What do you sell?
  • Who do you sell to?
  • How do you sell it?
  • Who and what do you rely on?

Business-Growth-Model-Cook-CPA-GroupDuring the Financial Growth Modeling phase we’ll work with you to model the internal and external financial growth drivers of your business.

Modeling Your Growth

  • Analyze Financials
  • Growth Patterns
  • Revenue : Expenses
  • Forecasting Categories

Business-Growth-Planning-Advisors-Cook-CPA-GroupAnalyzing Data to Project Growth

  • Compiling Research
  • Strategic Insights
  • Business Roadmap
  • Full Financial Forecast

Business-Growth-Tracking-Cook-CPA-GroupDuring the Tracking and Strategic Guidance phase we’ll meet with you regularly to track progress towards your goals and help you make business decisions to course correct as necessary.

Ongoing Growth Strategy

  • Cyclical Meeting
  • Tracking Progress
  • Correcting Courses
  • Analyzing Business Decisions

Growth Packages

Which package is right for you?

All Plans Come with 2 Months Free with Annual Billing


$ 1,500
  • SWOT Analysis
  • Goal setting and business health check

  • Financial KPIs
  • Business financial KPIs in the cloud

  • Benchmark Metrics
  • Real-time benchmark metrics in the cloud

  • Strategic Planning Session
  • One Year Sales Forecast
  • Monthly Reporting
Schedule a Free Consultation


$ 3,000
  • Everything in Insight Package +
  • Three Year Financial Plan
  • 2 Financial scenarios
  • Monthly advisory meeting
  • Strategic Business Plan
Schedule a Free Consultation


$ 5,000
  • Everything in Growth Package +
  • 5 Financial scenarios
  • Web Page and PPT
  • Business Overview Quick Pitch Web Page and PPT

  • Dedicated Financial Support Team
  • Quarterly Mastermind Training
  • Annual Tax Filing
Schedule a Free Consultation