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 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.


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


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