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SIMPLIFYING FINANCE.
GROWING PROFITS.
Business Owners! We know you’re working hard. You’re purpose driven.
But, all too often you sacrifice your profits (and sometimes your soul… or at least it feels like it!). You CAN and you SHOULD have BOTH.
Without profit – you simply cannot, and will not continue. That’s where we come in. We help guide you to focus on generating consistent, positive cash flow.
We provide you with
ONE CLEAR PATH
Target Setting
We’ll discuss all your big dreams (and what you lose sleep over) and formulate targets to help make sure we’re headed in the right direction!
A goal without a plan is just a wish.
Monthly Meetings
We do the analysis so you don’t have to! No ugly spreadsheets or confusing financial statements.
Simple is key here – and we do just that.
Focused Next Steps
How do you accomplish amazing things? One step at a time.
We’ll help keep you from the overwhelm and identify what are the very next things to do to move toward your goals.
SIMPLIFYING FINANCE.
GROWING PROFITS.
Financial Expertise
There’s no substitute for experience. We know what drives your cash flow and how you can keep more of it.
We demystify your financials.
Results Focused
No profit = no business.
It is really that simple.
Exceptional Service
We believe world needs more driven, successful people like yourself.
We’re going to help you achieve big things.
Meet Your CFO
Deborah Smith, CPA
Fun Facts:
– I have a southern accent – always have, no idea where it came from.
– Started investing young, reached financial freedom young – so now I get to do this fun stuff!
– I only watch scary movies at other people’s houses – it’s less scary that way.
– Self-help & business strategy book addict – send me your suggestions!
Less Fun Facts:
– I’ve been an “accountant” since we only had CRT monitors. They made me need glasses – I don’t miss those.
– Licensed CPA since 2010. Don’t ask me to do your taxes – I’m not that kind of CPA.
– Moved up the ranks through public accounting (yep, I audited) until I hit the CFO seat.
– Adventures in broke start-ups to multi-billion dollar companies, from e-commerce to private equity to wellness.
