Let your money go to work, you sleep in.
Business Consultations that merge your passion with a strategy to allow you to focus on what you’re best at and free up time for what’s most important.
Perspective
As a business owner, you don’t need us to pontificate on the perception of risk vs. reward. You’ve ventured out because you have a vision for your career, in line with your passion. Congratulations on taking that leap!
Regardless of size, your business is creating value for your family, your employees, your community. Using our consultative model and fiduciary role, we can be your CFO, adding our strengths to yours – because you have other things to focus on.
Annual Calendar
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management.
- First Quarter
- Review Prior Year Goals & Action Items
- KPI Review
- Employment Policy & HR Review
- Update and track current year projections
- Financial Analysis
- Cash Flow Planning
- Second Quarter
- Insurance Review: Personal & Professional Liability, Cyber Liability, Other
- KPI Review
- Operational efficiencies
- Internal Business Reporting
- Risk Management
- Cash Flow Planning
- Third Quarter
- KPI Review
- Entity & Continuity Document Review
- Review Tax Return
- Exit/Succession Planning
- Cash Flow Planning
- Fourth Quarter
- End of year tax planning + options
- Employee benefits review: Insurances, Retirement Plans, Cafeteria, etc.
- Strategic Planning
- Cash Flow Planning
Examples of Standard KPIs:
Total Revenue
Payroll
Profitability Ratios
Revenue Growth
Free Cash Flow
Cash on Hand
We get to know your numbers, without making you feel like one.
