What we do
Our goal is to be your trusted advisor and provide you and your business a clear path to improve YOUR profitability and cash flow - making you a confident business owner with the data and insights to run your business like a CEO.
A Business Strategist/CFO does three main things - whether for a multi-billion dollar business or a small business:
1. Tracks revenue, profit and cash flow
2. Analyses the company's financial strengths & weaknesses
3. And, most importantly, proposes corrective actions
Whether you are a dentist or HVAC professional, e-marketer or a construction company, there are 12 main drivers that affect your revenue, profit and cash-flow. We work with you to maximize these drivers to get the results you want and hope for.
Question: What do the best and most accomplished athletes in the world have in common? LeBron, Jordan, Mesi, Ronaldo, Simone, Trout, etc.
Answer: They all have coaches to give them direction and hold them accountable. Even if your business is doing amazing and is profitable - are you achieving the best you can without a coach or a CFO to give you direction on how to make your business the best and most profitable it can be?
Accountants and Tax specialists are vital to any business, and we have years of experience in these fields as well. However, accountants and bookkeepers have answers (the transactions and records of what happened). CFO's have questions. We specialize and work with your experts to gather data about your business and return to you a plan of where to go and how to get there.
Our goal is to be your trusted advisor and provide you and your business a clear path to improve YOUR profitability and cash flow - making you a confident business owner with the data and insights to run your business like a CEO.
A Business Strategist/CFO does three main things - whether for a multi-billion dollar business or a small business:
1. Tracks revenue, profit and cash flow
2. Analyses the company's financial strengths & weaknesses
3. And, most importantly, proposes corrective actions
Whether you are a dentist or HVAC professional, e-marketer or a construction company, there are 12 main drivers that affect your revenue, profit and cash-flow. We work with you to maximize these drivers to get the results you want and hope for.
Question: What do the best and most accomplished athletes in the world have in common? LeBron, Jordan, Mesi, Ronaldo, Simone, Trout, etc.
Answer: They all have coaches to give them direction and hold them accountable. Even if your business is doing amazing and is profitable - are you achieving the best you can without a coach or a CFO to give you direction on how to make your business the best and most profitable it can be?
Accountants and Tax specialists are vital to any business, and we have years of experience in these fields as well. However, accountants and bookkeepers have answers (the transactions and records of what happened). CFO's have questions. We specialize and work with your experts to gather data about your business and return to you a plan of where to go and how to get there.
