Are you so busy running your business you don't have time to analyze it?

Are you so busy running your business that you don’t have time to analyze it? This is a very common problem among business owners, particularly for businesses that don’t have a partner who manages the “business side” or a staff CFO. If you are not ready to retain someone for this work, you should consider a third-party “spot check” to help shed some light on your business health.

This is a very common problem among business owners, particularly for businesses that don't have a partner who manages the “business side” or a staff CFO. Often, my role for my clients is that of a part-time CFO. I regularly analyze their business, revenue streams, expenditures, owner pay, and a host of other items. If you are not ready to retain someone for this work, you should consider a third-party “spot check” to help shed some light on your business health.

WHAT I REVIEW IN THIS PACKAGE:

-REVENUE/PRODUCT MARGINS

-EXPENSES ANALYSIS

-OPERATING BUDGET REVIEW & UPDATE

-DEBT ANALYSIS

-ENTITY & TAX EFFICIENCY

-RETIREMENT PLAN OPTIONS

-COST SAVING OPPORTUNITIES

-INSURANCE REVIEW

ADDITIONAL ONGOING SERVICE OPTIONS…

Running a business requires continuous thought, work, and execution. Periodic spot checks certainly help, but you should also analyze your business on a regular basis. I can help you with this and a variety of your ongoing business needs.

BOOKKEEPING: It's incredibly important that you maintain an accurate record of your income and expenses. Of course, this helps with your tax prep, but more importantly, it's where you look to understand how your business is performing and how you can improve. I can manage this for you on a monthly basis.

CONSULTING: I work with you to determine how your business is performing and help you make the best decisions for ongoing improvement and success. I have extensive experience in finance, marketing, branding, operations, technology, and real estate. For a specific list of services, visit my consulting page.

With critical analysis, you can keep more of your profits and improve your business. It starts with an initial phone call. I'll learn more about your business, objectives, and process, and then we can decide how I can help.

SCHEDULE A FREE 20MIN CHAT TO DISCUSS THIS SERVICE!