Big News!

I’m excited to announce that I have officially launched a financial strategies firm focused on helping small businesses better manage their finances (i.e. optimize profitability, manage cash flows, plan & budget, complete a business valuation, create an exit strategy, etc).

Now I know that not everyone reading this owns a small business, but imagine that you do…

What if I told you that you could have a long-term strategic partner to handle all of your finance questions with ease… so you could focus on better (and more interesting) things?

…And what if you could bring that partner into your business for a fraction of the cost of a full-time CFO?

If you know me well, I’d ask you to keep me in mind the next time you or a friend of yours mentions a financial challenge that they haven’t been able to solve (inflation, employee retention, etc). Please always feel free to grab some time with me to discuss (using this link).

There is additional information about the business and what makes my firm different from the average competitor, here:

Most importantly, What can you do for my Business?

Every business is different and all my solutions are tailored specifically to the needs of your business, but the lowest hanging fruit is typically in the following areas:

  1. Adding intelligent cash management (this is an easy way to make tens of thousands of dollars per year) and most small businesses don’t even know about it

  2. Improving profit margins (by thoughtfully reducing expenses and targeting high margin opportunities)

  3. Reducing financial stress (regular one-on-one meetings to take the headache out of managing your business finances)

Why visual financial statements are important

Zooming Out (a different view of investing performance)