Empowering Purpose-Driven Entrepreneurs
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We Offer 3 Primary Services
Fractional CFO Services– Strategic financial guidance to improve profitability, cash flow, and long-term growth.
Business Coaching/Consulting – Practical advice and accountability to help owners make confident, informed decisions.
Outsourced Accounting & Bookkeeping – Accurate, timely financial records in QuickBooks without the cost of an in-house team.
We Offer 3 Primary Services
Fractional CFO Services– Strategic financial guidance to improve profitability, cash flow, and long-term growth.
Business Coaching/Consulting – Practical advice and accountability to help owners make confident, informed decisions.
Outsourced Accounting & Bookkeeping – Accurate, timely financial records in QuickBooks without the cost of an in-house team.
Why Our Clients Work With Us
IT'S QUITE SIMPLE. GO FROM THIS...
Stressed About Cash
Frustrated with Unproductive Employees
Lack of belief in my goals
Managing a Job vs a Business
Making Decisions based on Feelings
Dealing with the same problems as last year
Lack of Trust in bookkeepers & CPA's
Clueless about my next tax bill
TO THIS...
Clear About Your Current & Future Cash
High Performing Team
Big Goals and Confidence to Reach Them
Consistently Working ON Your Business
Making Factual-Based Decisions
Solving The Most Important Problems
Financial experts who have your back
High Financial IQ about your business
Who Do We Work With?
These are some characteristics of our typical clients...
Annual Revenue ~ $750K-$3.5M
Owner-Operated, sometimes with a small Leadership Team
Looking to Grow in Revenue & Profit
Desires to Outsource certain business functions to experts
Values consistent goal setting processes
Willing to be honest about their business
Committed to long-term results rather than quick-fixes
Empowering Purpose-Driven Entrepreneurs
