Cash Flow Strategy
- Revenue Modeling
- Financial Statement Review – Monthly, Quarterly, Annually
- Let’s find out where the money is in your business
- Plan for the cash to pay for your expenses
- Analyze Your Business to Identify Opportunities for Revenue Growth and Expense Reduction
- Review your actual performance against your plan to prepare and implement strategic changes * for personal and/or business goals regularly (or as needed)
- Create a plan to preserve your wealth
Personal or Business Financial Baseline
- Create your Revenue Model/Financial Baseline to align with your Personal or Business Plan
- Ensure your Financial Plan is in alignment with your Vision and Mission Statements
- Fine-tune expenses related to each income stream to create a big picture for your life and/or business.
- New business start-ups: Revenue Model/Proforma (One – to – Three Years)
- Existing Business Tune-up: Revenue Model vs. P & L (Profit & Loss Statement) (Up to three years)
- Be prepared to talk to bankers, Angel Investors, and other investors to infuse cash into your business. Have a complete plan to present to potential Joint Venture partners upon request.
Business & Life Coach
Working in the corporate world as well as a Consultant with Entrepreneurs and Small Business Owners (and their employees), I observed everyday life drawn into the workplace and interfering with productivity and profitability. As a Life Enhancement Coach, I have assisted my clients in eliminating some symptoms and achieving even better results. This intervention process has enabled us to further work on relationships, life, and business strategies. It is rewarding to check in with them and listen to success stories in other areas of their lives.
We provide a variety of focused services, including personal/business coaching, and traditional bookkeeping/accounting, to lay the foundation for your life and your passion. We work with you to understand your goals and how you will reach them. We work with you and your tax professional to provide checks and balances to ensure your personal and business financial growth is on track.
Bookkeeping/Accounting
- Virtual and Traditional Bookkeeping
- Record Income and Expenses, Bank, Credit Card, and other statement Reconciliations, Month-End Reports
- Debt Reduction Strategy