Strategy Sessions with a CPA/Business Guide

Managing your time is a huge challenge for business owners. Not only do we have to take care of our business, we also have other commitments to manage.  I've read and attended a lot of training on this topic and love sharing what I have learned with other Entrepreneurs.

Struggling with the cash flow of your business?  We can talk about cutting expenses, tracking your expenses so you are more aware of the outflow and inflow of your funds. We can also discuss funding options that you are comfortable with.

Ahhh....Marketing...you either love it or hate it! I've been learning a lot about marketing so I can better help my clients. I have a lot of resources available to bring fresh ideas to your marketing strategy.

Need some help streamlining your business?  This is another one of those areas you hear about and know it helps, but most business owners get overwhelmed and don't know where to start. We can help you come up with a plan that you can execute to reduce that overwhelm.

We know we need it, but do we do it??? Most Entrepreneurs don't because they struggle with setting boundaries. This is another area I've done a lot of reading on and learned about because I struggled to. We will share some tips and actions you can take to bring back some balance in your life.

And another one of those "favorite" topics business owners love! Ignorance is NOT bliss, so you really need to get a basic understanding of the core financials (Income Statement-aka Profit & Loss, Balance Sheet, and Cash Flow Statement). Don't worry, I can make it make sense and will even provide a cheat sheet for you.

Do you need to create a business plan or growth plan for your business? We can help get you started. We have a one page plan to jump start the process. You'll be surprised at how helpful it is to get it out of your head and onto paper.  Then, when the time comes for a more detailed plan, you have the blueprint to get you going.

Just like financial statements, Entrepreneurs need to understand their tax returns. No more signing off on your tax return without having any idea what you just signed.  I will make it easy and painless and provide you with a cheat sheet.

Are there any other areas you are struggling with that may not have been mentioned? Shoot me an email and I'll let you know if I can help or point you to someone who can.