1. Free resources: Part of my purpose is to help all business owners, regardless of their ability to pay. I provide free tools and business insights in articles or my Weekly Insights newsletter. Many business advisors also use these to help their clients.
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 courses and a membership site filled with strategic and financial resources. Want time with me in addition to the programs? The membership program gives you access to me at reduced prices.
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.