Profit is on Purpose!

If you want to improve profits so you can strengthen cash flow, and position yourself for a lifetime income, merger or acquisition
or deeper impact in your marketplace, then you are in the right spot.

SELECT AN OPTION BELOW & I’LL SHOW YOU HOW WE CAN WORK TOGETHER

START WITH A BOOKKEEPER

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PROFIT
ASSESSMENT

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STRATEGIC
PLANNING

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CHIEF FINANCIAL OFFICER SERVICES

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NOT SURE WHAT YOU NEED?

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START WITH A BOOKKEEPER

This is for you, the do-it yourself CEO who’s ready to delegate your bookkeeping that’s keeping you buried in your office on a Friday night. (So your friends and family can stop calling you “Skip”).

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PROFIT ASSESSMENT

Profit First is a system for companies that have good sales but find all of their money is being invested back into their business, and paying themselves last (which translates to never). This is for owner CEOs who wants to implement a customized system based on their industries and current revenues to help drive profits in their businesses while paying themselves for the risk they take and  to start building company assets. (Eureka!)

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STRATEGIC PLANNING

This is for the CEO that’s ready to create the right plan at the right time while capitalizing on your biggest opportunities for growth. This service deep dives into your company’s competitors, unique selling proposition, financials, ideal client profiles, areas of innovation, and sales opportunities. The results are critical success factors for each area of your business, identification of owners of each task (so it doesn’t all fall on your plate to execute!), as well as accountability and milestones to ensure it all gets done with impactful results. (AKA your Kick Ass Plan to make bank for the next 6-12 months)

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CHIEF FINANCIAL OFFICER SERVICES

This is for companies with $3M – $10M in revenues that need an executive level financial officer to help drive critical business decisions, but not quite the budget to accommodate a full time CFO.

CFO services include all of the above PLUS the following, but are not limited to:

  • Developing budgets
  • Promoting process improvement
  • Streamlining financial management (and generating reports you can actually understand)
  • Strengthening cash flow (while plugging serious money leaks)
  • Crafting compensation plans (that your sales teams can understand!)
  • Identifying your core value proposition for marketing, investors, and partners
  • Developing and tracking performance measures for maximum impact and results
  • Assisting in connecting to alternative sources of financing
  • Negotiating with vendors
  • Minimizing risk
  • Turning sales teams into sales machines… (so basically, you’re ready to CRUSH IT this year)
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Not quite ready yet?

Skip all of this and let’s talk about your specific needs and wants so that my team and I can support you.

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