• Our Experience – We have spent time in public accounting, consulting, coaching and owning/operating businesses. We know what Entrepreneurs endure day in and day out.  We understand the pressures owning a business brings first hand.  We know what victory feels like.  Not only have we been in the trenches personally, we have stood by our clients in the battle the American Dream presents.

 

  • Our Credentials – Our credentials make us experts in driving profits inside your business. As Certified Profit First Professionals, we have your company’s profits front of mind.  We are trained to implement structure and processes that lead your company to permanent profitability.  We also possess certifications and are highly skilled in several different accounting and financial analysis programs.

 

  • Our process – Our process starts with a unique deep dive financial analysis of your business called The Business Huddle Program.  By “looking under the hood” of your business, we identify key performance indicators (KPI’s) inside your business that need or require improvement.  We then set a financial game plan in place that will not only significantly improve these KPI’s but allow you to reach your business and personal financial goals.  Once we have determined your financial game plan, we know which of our value-based service offerings fit your company’s needs.  From this point forward, we establish our professional working relationship on the frequency (daily, weekly, monthly, etc.) that fits your company’s needs.  We propose a plan from our 3 buckets of professional service lines that is uniquely designed for your company.

 

  • Our tools – We possess powerful financial analysis tools that allow us to dig much deeper than most business advisors and coaches can.  We drill down deeper than the traditional financial statements that our peers are utilizing today.  Through our partners and affiliates, our services are dramatically enhanced by leveraging these tools.  Please visit our Partners & Affiliates page to learn more.