We believe in KISS (Keep It Simple, Stupid) so much that our process is KISS (Know, In-depth analysis, Strategize, Start) as well.

Know

Know where you are and where you want to go

– We first get to know you, your goals, and your business.
– We want to truly understand what your goals, dreams, fears, and uncertainties are.
– Then, we determine how we can add value to help you achieve your goals.

In-depth Financial Analysis

In-depth financial analysis

– Once we have a good picture of our destination, we will perform an in-depth financial analysis of your business’s finances.
– We will work with your bookkeeper/accountant to gather and clean up the data
– With good data, we will then analyze the data and generate reports to review where your business is positioned now.

Strategize

Strategize how to get there

– We will now work with you to strategize how to achieve your stated personal and business goals.
– This includes creating a budget, rolling forecast, cash flow forecasts, pricing strategies, etc.
– This will give you actionable steps to achieve your goals.

Start

Start and review frequently

– Once the strategy has been agreed upon, we will walk alongside you as a trusted partner as you start to execute the plans.
– We’ll meet monthly to review your progress, holding each other accountable
– As things happen, we’ll update your plan as necessary.

Ready to Strive for Greater Heights?

• Get a true strategic partner that is invested in your success
• Receive expert insight and perspective on your finances
• No more stressing over your finances every month
• Use data-driven insights to inform your business decisions
• Forecast and increase your cash flow so that your business stays healthy

Schedule Your Intro Call Here