LET'S HAVE A CONVERSATION
The majority of the people I work with have a bachelor's degree or higher and are some of the smartest people I know, but when it comes to finances they lack the skills to take their business to the next level. Why? It’s really not their fault. A majority of business degrees do not come with financial training - many of the people we expect to build a budget were never taught how. I am sure you can see how that could be a problem.
That is why I do what I do.
12 ONE-ON-ONE CONVERSATIONS
That's all it takes to get back on track. With 40+ years of experience in the world of finance and operations I have seen many companies succeed. I want to help take your organization to these same places and I believe it is possible through 12 one-on-one conversations as I get to know you, your company and the direction you want to head towards.
MODULE 1 - BUILD FINANCIAL SECURITY
The goal of Module 1 is to Build Financial Security. By the end of this module, you will receive a unique:
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Financial health report to strategize direction
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Cash flow model, which identifies potential opportunities for growth.
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Business model summary
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Financial KPI’s Report
MODULE 2 - BUILD STRONG PROCESSES
The goal of Module 2 is to Build Strong Processes. By the end of this module, you will receive a unique:
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Comprehensive Staffing Org Chart
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Glossary of Functions which build efficient processes
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Thorough Policy and Procedures to build wealth
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Recommendations on areas of expansion and opportunity
MODULE 3 - BUILD STRONG ORGANIZATIONS
The goal of Module 3 is to Build Strong Organizations. By the end of this module, you will receive a unique:
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Complete a values assessment
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Strategize to address HR concerns
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Define the strength of organizational roles
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Comprehensive review of your expansion plans
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Provide tools to form your unique culture
WHAT PEOPLE ARE SAYING - THE PROCESS
Hear from people who have walked through our 12 one-to-one conversations and have experienced working through the 3 modules.
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Comprehensive Staffing Org Chart
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Glossary of Functions which build efficient processes
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Thorough Policy and Procedures to build wealth
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Recommendations on areas of expansion and opportunity
READY TO GET STARTED?
Want to learn more about how our Financial Boot Camp works? Want to discuss next steps? We are here to help.