Financial

ReBoot 

How do you know if your company is running efficiently?

If you are ready to take you business to the next level so that it is sustainable and scalable - this is for you.

WHY IT PAYS TO UNDERSTAND YOUR FINANCES

Numbers can tell you what happened in the past, where you are now and what to expect in the future. Understanding your numbers gives you the ability and freedom to grow your business. 

 

LET'S HAVE A CONVERSATION

The majority of the people I work have a bachelor's degree or higher and are some of the smartest people I know, but when it comes to finances they lack the skills to take their business to the next level. Why? It’s really not their fault. A majority of business degrees do not come with financial training - many of the people we expect to build a budget were never taught how. I am sure you can see how that could be a problem. 

 

That is why I do what I do.

12 ONE-ON-ONE CONVERSATIONS

That's all it takes to get back on track. With 40+ years of experience in the world of finance and operations I have seen many companies succeed. I want to help take your organization to these same places and I believe it is possible through 12 one-on-one conversations as I get to know you, your company and the direction you want to head towards.

MODULE 1 - BUILD FINANCIAL SECURITY

The goal of Module 1 is to Build Financial Security. By the end of this module, you will receive a unique: 

 

  • Financial health report to strategize direction 

  • Cash flow model, which identifies potential opportunities for growth.

  • Business model summary

  • Financial KPI’s Report

 

MODULE 2 - BUILD STRONG PROCESSES

The goal of Module 2 is to Build Strong Processes. By the end of this module, you will receive a unique:

 

  • Comprehensive Staffing Org Chart

  • Glossary of Functions which build efficient processes

  • Thorough Policy and Procedures to build wealth

  • Recommendations on areas of expansion and opportunity

 

MODULE 3 - BUILD STRONG ORGANIZATIONS

The goal of Module 3 is to Build Strong Organizations. By the end of this module, you will receive a unique:

 

  • Complete a values assessment 

  • Strategize to address HR concerns

  • Define the strength of organizational roles

  • Comprehensive review of your expansion plans 

  • Provide tools to form your unique culture

 

WHAT PEOPLE ARE SAYING - THE PROCESS

Hear from people who have walked through our 12 one-to-one conversations and have experienced working through the 3 modules.

 

  • Comprehensive Staffing Org Chart

  • Glossary of Functions which build efficient processes

  • Thorough Policy and Procedures to build wealth

  • Recommendations on areas of expansion and opportunity

READY TO GET STARTED?

Want to learn more about how our Financial Boot Camp works? Want to discuss next steps? We are here to help. 

BOUTIQUE ACCOUNTING SERVICES

  • Grey Twitter Icon
  • Grey Facebook Icon
  • Grey Google+ Icon
  • Grey Instagram Icon