Services

“Paul’s background in financial matters has opened paths a business owner must know and be on top of. He has explained them in a way that finally made sense and with better comprehension than past advisors, CDs and books! Now I look forward to coming to work.” – John W. Ashton, CR, President & Founder BathsPlus Inc.

Free Introductory Session: Identify Your Key Business Challenges

Take advantage of your free one-hour financial and business coaching session. At this session:

  • Learn the nuts and bolts of “What is Financial Business Coaching.”
  • Discern how much you’re working on vs. in your business. Are the demands of daily operations stopping you from increasing sales?
  • Dig into what’s frustrating you about your business and pinpoint why.
  • Gain insights into your business’ financial health.

The results this session will help you use your time and energy more effectively; better solve your key challenges; and improve your business’ bottom line.

Your Financial Business “Health” Checkup & Analysis

Put the skills and knowledge of an experienced CFO to work for you, with an analysis of your business’ financial status and needs. At this session:

  • Discover if your business’ financial foundation is strong, unstable or weak.
  • Identify potential problems and how to easily strengthen your business’ financial make-up.
  • Gain seasoned insights into what your financial statements actually mean.
  • Learn how to begin analyzing your business financial statements.

The results of this service include a clear understanding of your business’ financial condition, a list of hot “action items” for you to implement and a follow-up summary of feedback and recommendations.

Financial Business Coaching for Small to Medium sized business Owners

Your coaching is customized to you and your business. So before we begin working together, you complete a detailed needs assessment identifying your business and financial needs and strengths. Based on that information, your one-on-one business and financial coaching enables you to:

  1. Reduce your anxiety and your business’ financial risk.
  2. Reach profit and business improvement goals.
  3. Refocus on business leadership.

Reduce Your Anxiety & Your Business’ Financial Risk (Read More Here)

Business Plan Creation

Your Annual Business Plan is your game plan for the next year. By working with an expert to create your plan, you will:

  • Create a specific and achievable growth plan.
  • Profit from insights into your business’ past successes and challenges.
  • Gain a diamond sharp understanding of your business goals and what it takes to achieve those goals.

This multi-faceted document may include an executive summary, goals, product or service summary, marketing and sales plan, long-term strategic goals, risk management, budget, cash flow, actual financial statements for analysis or reference, capital expenditures, and other supporting documents.

DISC Assessment: Improve Interpersonal Communications & Productivity

The insights and information gained from DISC Profiles help you achieve more productive communications and relationships. Use this assessment to better understand yourself, your employees and associates, and potential new-hires. The benefits of using DISC are:

  • Become a better manager and leader by understanding how your own communications and decision-making style differs from your management team.
  • Increase the likelihood of hiring employees who will excel in their position and in your company’s work environment.
  • Help team members work together more smoothly, based on understanding how their colleagues’ communicate, work and handle challenges.
  • Greater customer satisfaction and sales success due to you or the sales professional adapting a more easy going and persuasive communication style.