Connecting Your Goals and Numbers
When business goals and finances aren’t connected it limits decision making and costs the company profits. You may have experienced this issue yourself, and you should know it is quite common. Unfortunately, some business owners seek help from an “expert” who promises to deliver profits, but the real problem, the disconnection of goals and finances, remain. We have seen this issue numerous times and so we have created a simple 3 step process to help businesses like this.
- Identify your goals and business directions
- Create and monitor a financial plan using benchmarks and budgets
- Analyze and simplify important data so you can identify hidden opportunities
Through this process you experience clarity on where you are going and what it takes to get there. Once you gain clarity, you will have confidence on what to expect, and this confidence you will turn into great decisions and ultimately profits. The end result? While your competition is struggling to make the next dollar, you end up dominating them.
Set a meeting with us to find out why our clients grow twice as fast as our competition!
Frequently Asked Questions
Q: What do I need for the first meeting?
A: The first meeting is for us to get to know each other and see if we are a good fit. You don’t need anything specific, just some general facts about your business. If, however, you have a pressing need you would like to address, let us know!
Q: Do you specialize in any industry in particular?
A: We serve all for-profit industries.
Q: How often do you meet?
A: Depending on the client, we meet monthly, semi-monthly, or quarterly.
Q: How do I get started?
Click below to set up a meeting with us. Set an appointment right away based on your availability. If you are local to the Kalamazoo/Portage area and would like to meet us in person, please note that. If you are remote, please provide a phone number or a Google/Skype contact with which we can contact you. After you set an appointment we will email you to confirm and introduce your designated analyst!
Our agreement to you:
We talk numbers at your level
You should be treated with dignity and respect
We create an actionable plan
We show you where to go and how to get there!
We work as hard as you do
You shouldn’t have to deal with “professionals” who just give you off the cuff advice or rules of thumb. We do the leg work before the meeting so you can have the best advice possible. Our goal for each meeting: “let this be the best meeting of your life”