

There is no comprehensive textbook for gaining Financial Intelligence – it comes from experience in all aspects of business and often, unfortunately, by trial and error. These errors can end up being costly and detrimental to your company’s financial health.
There’s immense value in having someone on your team who has both the education and experience to help get your business on a path to growth. We help you unleash the power of Financial Intelligence through our 3-phased approach. Here’s what you can expect:
Discovery
We start by determining the status of your current financial position. We then compare where you are to where you want to be in terms of growth and profitability. The discovery process includes:
Implementation
Next steps involve implementation of the financial intelligence tools necessary to address what has been learned during the discovery phase. This will include:
Financial Traction
The end goal is gaining and maintaining financial traction. Accountability tools, processes, and practices are a major component of maintaining traction and include:
With more than 35 years’ experience in senior financial roles and as the former owner of a $20 million company, Rick Arthur is a CFO with a CEO perspective. His expertise encompasses hands-on accounting to creating big picture solutions for strategic planning, financing and growth. He works with growth-oriented companies to unleash the power of Financial Intelligence and achieve financial goal clarity, improved cash flow, increased profitability, and greater company value. Contact Rick to set up your complimentary one-hour Discovery Call.