We combine cash planning & spend management with results-based accounting to improve your cash flow, profitability and quality of life.
Through proper cash flow & spending plans
Your business finances many times take a back seat to the more pressing issues of fulfilling orders, meeting with clients or developing sales and marketing plans. We help you to better understand your spending and keep more cash so that your business is paying you more for your hard work and dedication.
Our team has a diverse background in business operations, accounting and business coaching to help you succeed
We blend this experience into a set of services that can make a direct, lasting impression on not only your business finances, but on your entire business. How?
Our financial coaching roadmap will not only give you financial results but will make you a more organized and intentional business owner. Before you know it, you'll be applying these concepts to all areas of your business (and maybe even your life)!
You'll know exactly what you want and have a financial game plan to get there.
My unique approach ensures you have accurate, up-to-date financials while also equipping you with the coaching and planning tools around the financial area of your business to achieve real results.
Many times, you can feel intimidated by the financial area of your business.
It seems like just one more thing you need to learn about that is just there to slow you down and make you focus on that area you're not an expert in.
However, by working with us and learning our unique S.I.M.P.L.E. roadmap, you will see that it doesn't take an extra degree or extra hours per week that you don't have. Instead, we teach you what is important, what isn't, and how to build financial systems and processes into your business to ensure that:
*you can stop being anxious about your cash flow
*you can start the month with a real spending plan
*you know that all of the financial work is handled
Finance is SO much more than just accounting. It's about behavior, habits and education. We aim to help you with all of this!
Our highest-touch option, we work with you 1-on-1 to review your current accounting & financial processes and help you to implement our roadmap for your specific business. We can also handle your day-to-day accounting for you if it's become too much to keep up with yourself.
Our new membership program, launching early 2025, is a great fit for the business owner who wants to learn more about business finance, get organized and implement our roadmap to grow profitably throughout the year.
Our online products, such as the Simplified Financial Organizer and others, help you get a taste of our methods and process with quick actions you can put in place today!
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- Lori M, Business Owner
Grab a copy of our 14-Day Cash Flow Boost, stop spending money you don't mean to spend. This free resource will save you money, no matter your situation.
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