What We Will Do For You

Track your profit and cash flow each month

Analyze what’s working - and what’s not - each month

We will meet with you each month and give you two things:

A Scorecard - a very clear way to understand the performance of your entire business

An Action Plan - we will give you a short list of the most important next steps that need to happen that month

… all so you will stay on track to have a growing, more profitable, and successful business.


Our Process

It’s not enough to be an expert at your business. It’s not enough to have a bookkeeper or accountant. What you need is someone that can do three things for you every single month.

  • Someone to track profit and cash flow

  • Someone to analyze the strengths and weaknesses of your business

  • Someone to propose corrective actions

We believe that all businesses (large or small) need someone like this. That’s why we exist.

There are three main stages to the process. The result: you’ll know exactly what to do to have a growing, more profitable, and successful business.

Stage 1: We will show you what, specifically, is driving the revenue, profit and cash flow in your business.

Stage 2: We will uncover what your vision is for your business, and, together, we’ll set targets for one year and the next five years for the revenue, profit and cash flow drivers.

Stage 3: Each month, we’ll meet with you and give you a Scorecard as well as an Action Plan made up of a short list of objectives and next steps.

We help to ensure that your immediate business needs are taken care of, while also not losing sight of your long term goals. You will be crystal clear about what needs to happen in order for your business to hit your one and five year targets.