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We Provide the Tools, Systems, Training & Coaching to help CEO’s and Their Teams to Help Them Manage and Improve the ‘Financial Side’ of their Business.  Then, we bring the same type of financial engineering to the ‘Personal side’ of life for individuals, their families and Estates.  This comprehensive approach is the only logical way to achieve true financial independence.

Business Financial Management Services

To be a strong leader, you must articulate the broad goals of the organization, the plans to get there along with continual truth about how it is going.  Ultimately, it is up to the CEO to engineer all the ever-changing elements of their business to work together, month after month, year after year. But reaching and then sustaining ongoing profitability requires a constant balancing act of knowing what success actually looks like (in financial terms) as compared to what is actually happening day in, day out.   This ‘Actual vs. Plan’ reality check permits the continual balancing of ongoing business decisions and strategy. To achieve these goals, we develop hard hitting action plans targeted to achieve financial improvement and smart growth.  All of this is anchored into a forward-looking financial forecast with quarterly reporting from their accounting and data systems.  In essence, we develop a blueprint of your business, which we continue to refine as we go.  We call this BusinessPrinttm

As a result of working with hundreds of businesses over the past 30+ years, we have developed Action Toolkits for dozens of core business management initiatives including;

We also provide Outsourced CFO Services as well as Executive CEO Coaching which helps the CEO to learn what they need to know about accounting, financial reporting and most importantly, how to use it to improve profitability.

Personal Financial & Estate Management Services

As they say “It’s not what you make that’s important…it’s what you keep.” 

In the same way that BusinessPrintsm provides the platform to roadmap the business, we can follow the same approach to capture the big picture of your personal financial life.  In essence, it’s a roadmap to manage what we call ‘The Business of Life.’

Our personal financial services help individuals look at their finances in a business-like manner, which includes the following initiatives

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