EVERY BUSINESS DECISION HAS A FINANCIAL IMPACT

Let me help you make the BEST business decision that has the BEST financial impact on your business. 

Strategic Business Growth by Design

Is this YOU?

You’re a successful mission-driven entrepreneur who wants to make $1M or more in revenue and looking for ways to grow.

You want to stay focus doing what you love instead of dealing with the nitty-gritty details of accounting, bookkeeping, tax planning and creating financial processes, procedures and policies.

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You want to partner with a finance nerd who can help you understand the strategic side of business finance and make sense of your financial numbers. 

Are you READY to ...

• Pay yourself more appropriately?​

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• Let go of cashflow-related stress?

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• Grow your business with complete clarity and confidence?

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• Sleep better at night knowing your business finances are under control?

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• Enjoy the “freedom” lifestyle you’re working so hard for?

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• If any of these sound good to you, let’s have a quick chat!

What Your Business Needs

SUSTAINABLE PROFIT

Your revenue goal is on-target but your profitability is shrinking.

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How can I help:

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• REVIEW operating performance and cash flow cycles

• REDUCE expenses by identifying redundant processes, overspending on team members, service providers and unnecessary tools

• EVALUATE pricing and cost structure for each offer

• OPTIMIZE profitability for each offer

• CREATE budgeting and forecasting systems

• ESTABLISH cash flow management and financial control procedures

• IMPLEMENT accounting and financial reporting systems

• ELIMINATE current cash flow issues including the inability to fund own salary

• TEACH skills and procedures that can be used to improve daily operation

SUSTAINABLE GROWTH

You are ready to implement steps to scale-up your business and need a financial blueprint to guide your journey. 

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How can I help:

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• OPTIMIZE accounting processes and systems

• ENHANCE cash flow and financial management processes

• ANALYZE and assess the capital structure

• BUILD cash flow forecasting model for scaling up

• ALIGN operating cost structure with forecasted revenues

• MANAGE cash inflow and outflow to prepare for the organic fund to scale up

• MEASURE the real cost of running the business

• IDENTIFY the opportunity to maximize profit

• DEVELOP and strengthen banking relationship

• TRAIN an in-house team for a higher level of financial and accounting activities

Thinking you’re not even nearly big enough to need a CFO?

Actually, you can’t afford NOT to have one! As the business owner, it’s your responsibility to know and make sense of your numbers!

The reality is it doesn’t matter what size your business is ...certain critical activities requiring specific skills, knowledge, and expertise must be done routinely and on a timely basis.

But, as a small business, you probably don’t need full-time help to get them done.

Having a CFO on your team is entirely possible on an as-needed only basis.

Here are a few critical activities I can help you with:

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• Creating your profitability strategy

• Financial modeling and analysis

• Monitoring business performance

• Making sense of the business dashboard for you

• Analyzing deviations from your budget and spending plans

• Refining your strategy and managing change

• Partnering with you to build a business that you love

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Yes, you might already have a bookkeeper, but that’s a clerical job.

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And possibly you have an accountant too. But it isn’t the accountant’s job either.

That person’s job is to make sure your bookkeeping is accurate, that all of your

business records reconcile and that your financial reports and tax returns are

completed on time.

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It’s the CFO's responsibility to help you manage financial risk by analyzing your financial data, developing proactive strategies to keep your business growing, and tracking performance to improve your results.

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Here’s the good news ...

As a professional CPA in the United States and Canada, with actual working experience inside companies in both countries, I provide you with senior-level strategic planning and

financial management expertise when you need it, how you need it and where you

need it. Without the hassle and expense of hiring a full-time CFO!

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Better still, because my contribution to your business results in improved business performance, the cost of my professional services is often fully covered by the resulting savings and increased profitability you’ll achieve when we work together.

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It takes only a short conversation to figure out whether or not it makes good business sense for us to work together.

Book your 30-minute quick call to explore and learn more about how you can grow your business on the solid financial ground!

Let's connect the old fashion way. After all, we are a human being who loves one on one connection :)

But if you prefer the modern way of communicating, then send me an email. That's cool as well. Either way, I'd love to chat with you.