Do YOU Control Your Cash Flow?

Join my FREE Training on 12/6/23 at 9am pst

You will learn:
  • How to increase your cash flow immediately using 6 drivers of cash flow
  • How to avoid common mistakes made by most business owners.
  • How to develop great financial habits even if you are not great with numbers
“Cash … is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent.”
— Warren Buffett

Most business owners…

  • Are overwhelmed by the complexities of finance and accounting.
  • Want to do what's right for your business, but controlling their cash flow is a puzzle without all the pieces.
  • Feel alone and lost without a trusted guide to help them manage their financial decisions.
  •  Crave work-life balance but are challenged by their inability to make finances work for their business.

The Opportunity

working with us you’ll…

  • Take control of your cash flow with an action plan that guides your business and personal success.
  • Stay on target and in control of your financial journey, with monthly goal tracking, regular progress reviews, and flexible action plans that keep you accountable.
  • Get strategic guidance, unlocking unique solutions for your goals.
  • Cut costs with our monthly expense review, ensuring that your resources are optimized for long-term business health.
  • Have more time for your personal life and family.
  • Enjoy unlimited access to our expertise for all your finance and accounting questions. Consider us your dedicated partners in your business journey.

The Benefit

wHO WE ARE

As a former Auditor, Controller, and EVP of Finance, I've had the privilege of working with businesses of all sizes, from single-member corporations to a multi-billion-dollar publicly traded utility. My experience has taught me that things can always be better, especially if you take the time to step back and consider your true goals, both in business and in life.
When I introduce my clients to the Cash Flow framework I employ, an immediate sense of relief washes over them. 
One of my clients experienced a common scenario: they were successfully bringing in more work, leading to increased revenue and profits. However, a closer look revealed a concerning trend of lower cash flow.  
Through my method, we delved into the intricacies and unearthed a crucial insight. The culprit? A combination of significantly delayed revenue collection and frequent distributions taken out of the business. The assumption that increased profits automatically meant higher cash flow had led to a mismatch.  
This instance vividly demonstrates how our Cash Flow framework unveils hidden issues swiftly, providing the clarity needed for timely intervention. It's not just about recognizing the problem; it's about swiftly addressing it to keep your financial journey on a path of stability and growth.