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Ready to Make your Numbers Talk, Dance, and Sing!™
I have over 35 years of experience partnering with business owners to profitably grow sustainable revenue through Strategic Financial Leadership (SFL®). Together we co-create a solid foundation for numbers that reflect the story of the company for strong leadership, management, and results. In the words of my clients, I am their strategic CFO, a finance or accounting coach, their thought partner and advocate, a trusted advisor, sometimes high-powered analyst, and a catalyst to action. You and the results are what matter. Financial strategy, financial literacy, costing, pricing, cash flow, inventory management, timely, nimble financial statements and forecasts are sample tools that will enable the results you want. Your willingness to grow and having the right people in the right seats are key. Together we will educate and level up leadership, management and accounting staff, and ensure you have the right people and structure for your finance and accounting team.
Sample Client Results:
- Financial visibility
- Increased business valuation
- Significantly higher profit margins and revenue
- Stronger and happier accounting/finance team
- Confidence, clarity, and decision speed
- Promotions and job advancement
- Stronger leadership
Sample Client Questions:
- Sales are increasing, why is profit not increasing?
- What can I do now to ensure a profitable exit?
- Revenue is increasing, why is cash so tight?
- Should we increase or decrease prices on a key customer or segment?
- Is my accounting team ready to support our next phase of growth?
- Should we close a division, product, or service line?
- Sales volume is decreasing, how can we increase or maintain profitability?
- Should we hire an administrative staff, purchase property, or upgrade equipment?
Our Partnership:
- No hourly fees—flat, transparent pricing
- Tailored solutions: from education, to project, to full-scale advisory and strategic CFO
- Flexible engagements: remote, in-person, or hybrid, with high or low frequency
- Built around your goals, pace, data, and people
Principles I Stand By:
- Strategic Financial Leadership (SFL®) integrates finance, business, and people for true profitable growth and wealth creation.
- Financials should be clear, visible, accessible, and actionable across your business/organization.
- There’s always more data available than you think. Together we unlock the ones that speak to your goals.
- Everyone in your company/organization should understand how the numbers impact their role and contribute to success.
Typical Clients:
- Owners and leaders of companies/organizations, with, or on their way to, $10M to $200M in revenue.
- Companies or large not-for-profit organizations with high labor and/or fixed transformation costs (labor and assets) such as manufacturing, construction, healthcare, architecture and design, distribution, fabrication, home services, and home care are often where the lowest hanging fruit is.
- Most important criteria: People who are growth, learning, and action-oriented.
Ready to Make your Numbers Talk, Dance, and Sing™?
