This is a strategic business advisory service consisting of 12 monthly one-hour meetings implementing a plan tailored to your business, with the following structure:

Vision + Actions = Reality

Vision » What do you want to achieve with your business? We have a preliminary conversation to discuss your business vision and then I study your business numbers on my own to see where you are regarding that vision. Meeting again, we then 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 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