Finance
Elite Finance
Stop Struggling with your Business Finances! Create a Plan to Stabilize Your Spending and Maximize Your Profits.
Duration
3 Months
Time Commitment
3-4 hours/week
Focus
Company Finance Structure, Systems, Management, Efficiency, and Profitability
Format
Coaching and Training
Gain Clarity
Gain clarity in your finances and understand how every dollar is performing.
Create Structure
Create a structure that will support company growth and efficiency.
7 Levels of Strategy
Implement the 7 levels of financial strategy to bulletproof your business.
Maximize Efficiency
Learn how to maximize your efficiency throughout the lifetime of your business.
Program Overview
Assessment, recommendations and action plan
Phase 1 – 3-6 Weeks
- Company Introduction
- Identify Goals for the Company and Leadership Team
- Provide Access to Financials
- Create Customized CFO Dashboard
- Financial Statement Interpretation for leadership team
- Review and Refine Company Budget
- Identify Gaps in Tools, Resources, and auxiliary services
- Introduction of CFO to full Financial Team (Bookkeepers, CPA’s, etc)
- Identify areas for improvement based on Company Goals
- Identify and refine Money Management System
Implementation
Phase 2 – 6 to 12 months
- Implement refined company budget
- Implementation of financial management system
- Identify bottlenecks in operations
- Create Projects focused on bottlenecks adjustments
- Adjustment of Budget per Quarter
- Provide Monthly Financial Statement Reviews
- Provide Quarterly Financial Report
- Refine Money Management System
Handoff
Phase 3- 4 Weeks
- Facilitate transfer of systems to Company’s CFO/Controller
- Knowledge transferred
- Sustainable Finance structure created
This Program Includes:
Tools
Tools for budgeting, marketing return analysis, Company Financial Dashboard.
Strategy
Customized financial strategy planning
Communication
Included Basecamp account and private Slack channel.
In this program, you are going to learn to create and maintain a strong financial structure which will provide efficiency in your operations, control of your company’s profitability and a remove uncertainty of future performance.
You will have the skills required to evaluate your financials, make rapid informed financial decisions , make hiring and firing decisions have supporting financial data, etc.
What You Will Gain
- A proven system to manage your business finances efficiently
- Clarity on what is making you money and what is costing you money
- Peace of mind knowing that your company has a plan for profitability
Real Client Experiences
