Strategic financial guidance for business owners

 

Do you want to make your business more profitable?

You have an accountant or someone handling your books, but what about a strategic partner who not only understands the numbers but also provides personalized guidance to boost your revenue, profits, and cash flow? That’s where we come in.

STRATEGIC FINANCIAL GUIDANCE PROGRAM

We are seeking 30 businesses for our private 1:1 virtual coaching program

How it works: 

  • Our Strategic Financial Guidance Program is for small to mid-sized business owners looking to boost revenue, profits, and cash flow

  • Each month after closing your books, simply send your financials to our team

  • We will take your financials, perform our analysis, update your forecast, and look for hidden opportunities
  • After our analysis, we’ll have a private monthly 1:1 video call to discuss your business's strategic direction and explore ideas to enhance your financial performance
     

Investment if accepted: $2,500/month

(Billed annually. Assumes clean books and established financial reporting systems.)

What you'll receive:

  • Access all of our online programs and video content
  • Receive a financial analysis that benchmarks your performance across 5 key areas
  • Get a rolling financial forecast of your income statement, balance sheet, and statement of retained earnings for up to one business unit
  • See your current value versus potential value and key drivers to boost revenue, profits, and cash flow
  • Schedule a monthly 1:1 financial strategy call with a CFO to enhance your company’s performance

PLUS MORE!

Book a call to see if you qualify.

 

20 min

If there are no slots please email us at [email protected].