Large companies often have large advantages over small businesses when it comes to professional management and advice. Large companies employ a Chief Financial Officer (CFO) and other advisors who understand how to best structure their companies, manage their cash flow, and minimize their taxes. Think about the advantageous tax and cash flow management Apple has employed. The work that the CFO and advisors do allows the President and/or CEO to focus on operational issues and sales. For small business owners, the problem with CFOs and advisors is the payroll cost. Large companies can afford to pay upwards of $350,000, or more, for a decent CFO.

Most small business owners learn their craft, trade, and profession “on the job.” In other words, they learned from working in the business. As their business grows, they learn that unless they work on their business as well, their businesses will starve.  In most small and some medium sized businesses, the owner is the CEO, CFO, HR chief, sales team, and custodian. Many business owners don’t know how to minimize their profits while minimizing taxes or how to best structure their companies – and many don’t handle cash flow well either.

We want to help you run your business with the tools, insights and timely analysis that help you achieve clarity, increase profitability and more freedom .   Once you become a client you will know and feel that we are in business with you and that we have your back.   From the story we are building internally to the story we will help you build.  We are your partner in success.