Services
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On-Demand Programs
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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.

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:

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.

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.

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.

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.
