Services

Choose the Level of Service That Best Fits Your Needs

1. My Book – Conquering Cash Flow: Check out my new book – Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management. Learn how to manage your cash better so you can improve your cash flow, increase your profits, grow your business, and reduce your stress. See how the book can improve your cash flow.

2. On-demand programs: Get the knowledge and tools to better serve the financial needs of your company or clients. Work at your own pace to improve your skills and tap into a wealth of downloadable resources. Refer your clients to this site so they can improve their business. I provide individual courses or a membership program filled with strategic and financial resources. The membership program give you FREE access to me via email and Zoom.

3. Consulting: I work directly with a very limited number of clients. These clients are referred to me by coaches, consultants, and CPAs. If you are a small business advisor who wants me to work with you to serve a client or to directly serve your client, please see my For Advisors page.

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On-Demand Programs

Are You a CPA? Get CPE Credit For My Courses

FAST - Finance and Strategy Toolkit

FAST provides the financial and strategic tools needed by small businesses to achieve success. You get the courses below, 30 downloadable tools, and over a dozen videos. It’s all part of the FAST membership. Not only that, you get free calls with me and reduced rates on my consulting. If you want it all for one low price, you want FAST.

Learn More About FAST

Key Performance Indicators (KPIs) and KPI Dashboards

KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success to drive success. This course explains:

  • How to choose metrics and set targets
  • KPI dashboard tools and tips
  • The process of implementing KPIs
  • Managing and compensating with KPIs
Learn More About the KPI Course

Creating Value for FAST: Business Success from Shared Value

You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you’ll identify exactly what each of these three groups value and how to increase that value – and your success.

Learn How to Create More Value and Success

ACE for FAST: Strategic Planning for Small Businesses

Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them. ACE stands for Achieve, Clarify, Execute.

Learn How ACE Gives You a Plan for Success

Improve Your Cash Flow

Reduce your stress and capture more opportunities by improving your business’s cash flow. Better cash flow means more growth and more profit.

Learn How to Improve Your Cash Flow

Entrepreneurial Finance: Small Business Financial Management Basics

Ever wanted all the key things you need to know about building a financially successful business in one place? You get a financial overview of the entrepreneurial journey from startup, to operations, to exit planning.

Learn More

Business Loan Basics

Business loans are a vital source of funding for small businesses. The process can seem complicated and difficult. Learn the basics to be more prepared and confident to get the loans you need.

Learn More About Business Loan Basics

Create a Cash Flow Projection With a 12-Month Template

Learn how to create a cash flow projection with a basic template for Excel/Google Sheets. I walk you step-by-step on how to fill it out using an example company.

Learn More About the Cash Flow Projection Course 

Marginal Profitability Analysis

Make more profit and avoid costly mistakes with marginal profitability analysis

Learn More About Marginal Profitability Analysis

One-on-One Consulting

Consulting

I work directly with a very limited number of clients. These clients are referred to me by coaches, consultants, and CPAs. If you are a small business advisor who wants me to work with you to serve a client or to directly serve your client, please see my For Advisors page.

Go To For Advisors Page


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