Your business is a prime component of your overall financial plan during your wealth accumulation years. Our unique business offerings go beyond traditional, reactionary accounting services to provide you a proactive solution that actually helps your business grow and prosper. Although these services can be offered individually, they are designed to work with our other Financial Coaching offerings under Tax and Investor coaching.
The key to driving profitability and growth into your business is leveraging your existing habits. Of course we can help you manage your accounting and help with your books — but any accountant can do that. We also provide the most important factor – maximizing your profits.
How Can I Make More Profit?
Our firm is one of the select few, nationwide, that have received a certification in Profit First. And that is where the key to increasing your profitability — and your cash flow — will start. The accountant’s age-old formula for determining a business’s profit is Sales – Expenses = Profit.
It is simple, logical and clear. Unfortunately, it is a lie. The formula, while logically accurate, does not account for human behavior. In this formula, profit is a left-over, a final consideration, something that is hopefully a nice surprise at the end of the year. Consequently, the profit is rarely there and the business continues on it check to check survival.
Profit First allows you to flip the age-old formula, so now it looks like this: Sales – Profit = Expenses.
Logically the math is the same, but the entrepreneur’s mindset and behavior will change radically. With Profit First, you take a predetermined percentage of profit from every sale first, and only the remainder is available for expenses.
Our Solutions to Make More Profit
Whether your business is big or just starting out, we have the unique ability to introduce a strategy to permanently & predictably drive profits into your company. Most accountants and consultants rely on complex financial projections, complex spreadsheets and a ton of billable hours to tell you to spend less than what you make.
We will review your existing financials and develop a plan to help your company start generating real profits — from your very next deposit. This service is the starting point for the Profit Maintenance offering as well and is offered as a free service to our Tax Maintenance clients.
If you are not a Tax Maintenance client, this service is offered for a one-time fee. We guarantee we’ll “find this fee” within the first 90 days of your strategy, or we’ll offer you the Profit Maintenance solution for free until you recoup 2X this investment.
Designed as a follow-up solution for your Profit Maximizer sesson. This solution will keep your company’s profits on track by holding you accountable to the Profit Mazimizer concepts.
You will receive:
- monthly strategy calls to keep you on track,
- quarterly coaching sessions to review your profit strategy in depth,
- resources and training to increase your efficiencies and profit margins.