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
As a Life Enhancement Coach, I have worked with Corporate Professionals, Entrepreneurs, and Small Business Owners (and their employees) to help them identify areas of interference in the workplace. Through a strategic and assertive intervention process, I have assisted my clients in achieving more successful and profitable results. Checking in with them and hearing about their successes in other areas of their lives is incredibly rewarding.
We are passionate about helping you create the foundation for success in your life and business. Our services, including personal/business coaching and traditional bookkeeping/accounting, are tailored to meet your individual goals. We collaborate with you and your tax professional to ensure that your financial growth is on track, providing checks and balances to ensure the best possible outcome.
Bookkeeping/Accounting
- Virtual and Traditional Bookkeeping
- Record Income and Expenses, Bank, Credit Card, and other statement Reconciliations, Month-End Reports
- Debt Reduction Strategy