This is a strategic business advisory service featuring monthly one-hour meetings with a plan specifically tailored to your business:

Vision + Actions = Reality

Vision » What do you want to achieve with your business? We have a preliminary conversation to discuss your business vision, then I study your business numbers on my own to see where you currently stand. In our follow-up meeting, we set clearly defined goals for the year to move you closer to 1. your personal vision for your business and 2. consistent positive cash flow.

Action Plan » This is a roadmap — informed by my monthly review of your business’s finances. I may understand your data, but you understand your industry! So, putting our heads together, we create doable monthly action plans to help you achieve your definition of success. 

Reality » Each month I simplify your financial reports for you, translating your monthly reports into a Scoreboard that paints a simple, clear picture of where you are regarding your goals and your business’s cash flow. We review (and celebrate!) your measurable progress and discuss the next steps needed to keep moving closer to fulfilling your goals.

Starts at $1490/month