LET'S HAVE A CONVERSATION
The majority of the people I work with 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