Services

Choose the Level of Service That Best Fits Your Needs

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 newsletters.

2. On-demand programs: Get much of the value of consulting without the cost. Some people prefer to work on their own at their own pace. Others don’t feel they have the dollars available for expensive consulting. I provide courses and a membership site filled with resources to give you access to the strategic and financial resources to better run your company. Want time with me in addition to the programs? The membership program gives you access to me at reduced prices.

3. One-On-One Consulting: Get the most efficient and customized advice from me when I work with you or your team. Get the maximum value from experienced guidance. I’ll help you develop a strategy for increased profits and purpose.


Free Resources

My service to you starts with a large selection of free resources. I want you to succeed. I want you and your business to thrive. Please keep checking this site because I’m constantly adding new free resources.

On-Demand Programs


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

Want FAST and Discounts on One-On-One Guidance?

I offer one-on-one services to FAST members through what I call Power Tools. These are services that are available to FAST members at a deeply discounted rate. Have me customize a tool in the toolkit for your business or provide personalized consulting. Get quarterly coaching where we review financial statement trends and set goals together. I can help you with cash flow projections or financial projections for a business plan. FAST members get these services at a deeply discounted rate of $100/hour.


Learn More About FAST


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

One-on-One Consulting


Quarterly Coaching

Set aside just one hour per quarter with me to work on your business. Get CFO-level insights for any blind spots you may have. We’ll work together to identify any course corrections your business needs to achieve its purpose.


Learn More


Strategic Planning

You have the business idea that combines your passion and purpose. How do you make it into a profitable business that can support your purpose? Getting there takes a well-built strategy and implementation plan. Small business strategic planning doesn’t have to be complicated. It should quickly lead you from defining where you are going to deciding how to get there. That’s all there is to it.


Learn More


Cash Flow Projection

If you struggle with cash flow, you’re not alone.

  • More than half of U.S. businesses have lost $10,000 or more by foregoing a project or sales specifically due to issues created by insufficient cash flow. (Quickbooks study)
  • 82% of small businesses fail because of poor cash flow management skills or poor understanding of cash flow (U.S. Bank)

I’ll provide a 36-month template that’s customized to your company and show you how to use it to reduce stressful cash flow surprises and position you to capture the next big opportunity.


Learn More