Financial Intelligence for All – Introducing My New Program for the Smaller Company
I’ve been fortunate to work with businesses – both large and small – in many industries. One thing I’ve found to be true is that small business owners have the same financial pains that larger companies do, yet often don’t have the funds to bring the expertise to their team that can provide them with solid financial footing. With fewer readily-accessible financial resources than larger companies, they may be more vulnerable to the impact of external factors.
I have a passion for small businesses and their owners. The entrepreneurial spirit, the belief in a great idea, and the courage to take risks is the heartbeat of business, innovation and opportunity in this country. Without it we would be a different society. All businesses, regardless of size, benefit and learn from the pioneering attitudes and activities of entrepreneurs.
It is in this spirit that I’ve developed a new program designed to fit the needs – and the budgets – of smaller businesses, startups and solopreneurs. With a menu of levels of service to choose from, small business owners can leap beyond much of the costly trial-and-error that may have thwarted their growth in the past. These programs enable business owners to develop the financial intelligence, foundation and confidence to embark upon a path to growth in ways that are crucial to their success, and perhaps even their survival.
For Companies under $500K in Revenue: Unleashing Financial Intelligence
Small business owners work hard and wear many hats, leaving them little time to be strategic about their overall financial picture. Even though they may find it easy to manage finances initially, businesses that are just starting out can quickly get overwhelmed by increasing demands.
This program will provide the tools to Unleash their Financial Intelligence by identifying current financial needs, developing a short-term plan to help reach objectives, and implementing accountability tools for achieving the results.
I’ll work one-on-one with you to:
- Provide a confidential review of your current financial status
- Uncover your growth goals
- Review or develop your financial statements to gain financial clarity
This will help your business gain:
- Reliable data for better decision making
- Improved operational efficiency
- Operational accountability
The process will give you a complete picture of your company’s financial health.
For Companies between $500K and $10M in Revenue: Your Fractional CFO
One of our clients once told us that their company is the largest they’ve ever been, but they have less cash than ever. Sound familiar? When fast-growing companies hit the wall, it’s typically due to a lack of financial accountability. I work closely with owners and teams, taking a hard look at a company’s infrastructure to determine the best way to build it back up. With my 35 years’ experience, including running a $20 million company, I’ll bring a CEO’s perspective to my role as your Fractional CFO, and work with you to develop and implement the strategies, systems and infrastructure necessary to make the right decisions to enable growth.
Through our work together, you’ll achieve:
- Higher levels of cash and profitability
- Financial goal clarity
- Reliable data for better decision making
- Improved operational efficiency
- Operational accountability
Whether you’re a large company that’s been around for decades, a small company that’s growing, a startup, or a solopreneur, I can help you get on track for sustainable financial health. Contact us today to learn more about infusing a higher level of financial intelligence into your business and growth plan.
