What We Do

How can we help you?​

Some Client Favorites

Everything We Do Makes and/or Saves Our Clients Monty

Profit Development where We compare the vital signs of your business to those of other successful businesses in your industry and make recommendations accordingly.  If most of the businesses in your industry are doing something that you are not????……maybe it’s time to make a change.
 
Business Valuations & Analysis –Whether you are selling your business or going for a loan etc. all interested parties are interested in a professional third party estimate as to the value and health of the business before committing to any investment or loan or purchase. Our extensive Analysis groups findings into 3 criteria; Is the business at the risk of going broke?, business owner’s business acumen & overall business profitability.
 
Productivity Studies – Often a business will expand during good times and strive to keep expanding even during economic downturns. Our productivity studies will show you exactly where your business productivity is and what any lack of productivity is costing you in dollars & cents.
 
Business “For Sale By-Owner Packages” – Business Brokers will charge you 10% to 15% of the business selling price and the pays this whole amount when the business sells.  Typically, most all small business sales require owner financing.  This is where the existing business owner extends the financing to buy the business and takes monthly payments over several years until it is all paid off. These buyer down payments are typically 20% to 30% cash down with the balance carried by the seller for 3 to 6 years.  Now if the only cash in the sales deal is the buyer’s cash down of say 20% and the broker takes 15%…..that leaves only 5% for the seller to pocket and to pay closing costs.  Think of the poor seller who worked all their life to build a business that they sold for $300,000 and took 20% down or $60,000, paid the broker $45,000 and was left with $15,000 to pay closing costs and profit.  Our program will package your business for sale with a professional opinion as to value & attest to the financial health of the business, show you where to advertise for buyers, all the contracts & counter offer forms you need to get the job done and at a fraction of what your costs would be selling through a broker.

Small Business Funding – Periodically, every business needs an infusion of cash to keep going or expand etc.  These cash infusions can be from business loans, accounts receivable factoring or other.  We can help you set these fundings up with sources that will say yes when your bank says no.  Typically, local banks or credit unions are not the funding friend of small business as they will often turn down the funding request or scale it back so much that it is useless to do. Our funding sources often say yes, when your bank says no.
 
Small Business Accounting or Bookkeeping – We offer low priced monthly accounting services that allow you to spend your time doing business, making money and not worrying about your books. Many clients send their monthly data to us for the previous month via email.  We update their Income Statement & Balance Sheet and email them back year to date financial statements. We also provide annual business appraisals & financial analysis free of charge and provide them a discount on doing their personal & business state & federal income taxes. Spend your time working your business & making money and not struggling with accounting.

Income Tax Preparation – We strive to provide our tax clients the maximum legal refund and the minimum legal tax rate possible. The tax code changes slightly every year and staying current on the changes can save you money.  Our accounting clients receive a discount on the preparation of their personal & business tax returns

Money and Finance Coaching​

We are reliable money and finance coaches who focus on improving the financial status for both personal or business clients. Our main objective is to address both the black and white numbers, as well as the emotional relationship with money. We’ll also help you come up with a step-by-step plan to help you reach specific financial goals and to have the mindset and habits to support long term financial success.

Team Coaching​

As a team coach we drive your team towards accomplishing a goal, whether it be completing a particular project, starting a new business unit or meeting sales efforts. We will help you in confronting and addressing team-busters like groupthink, micromanaging, and unresolved conflict to build a better team for your organization. We will ask questions that help your team to decide what’s best for them.

Overcome your obstacles. Get Business Coaching, Today!