Financial Education, Mentorship, and Services

Financial literacy is the confident understanding of concepts including saving, investing and debt that leads to an overall sense of financial well-being and self-trust.

It starts by building an understanding of your money mindset and acquiring basic knowledge about money matters.

Every year, thousands of entrepreneurs set up and establish small businesses. The real challenge facing these entrepreneurs is to subsequently gain scale. All small businesses need to grow profitably in order to succeed. The ability to scale a business in a profitable and sustainable way requires financial literacy.

Every year, thousands of entrepreneurs set up and establish small businesses. The real challenge facing these entrepreneurs is to subsequently gain scale. All small businesses need to grow profitably in order to succeed. The ability to scale a business in a profitable and sustainable way requires financial literacy.

Understanding the fundamentals of the financial tools that enable businesses to operate successfully helps business owners not only in formulating their overall strategy and balancing long-term investment with quarterly budgetary decisions, but also with staying on top of nitty-gritty details like customers who haven’t paid up, suppliers who have billed too much, or numbers that used to be black starting to slip into the red.

While there are numerous benefits to developing a strong financial literacy, a financially literate business owner is more likely to be fully in control of their business. Gaining an understanding of what balance sheets and profit and loss statements mean provides a clear view of the financial state of your business and subsequently facilitates smarter business decisions.

As an entrepreneur, you don’t have to run all of the financial side of things, but gaining a degree of financial acumen means that you will be able to manage some of the business’s finances, and in the process give yourself the best chance of building a business that can thrive.

Engaging with the basics of accounting can prepare you for a number of the challenges that you will inevitably encounter on your journey.

We work with clients with the proper mindset. Our mission is centered around serving any prospective partner who is serious about becoming a financial steward and who is willing to do the necessary work to get there.

To use financial terms, our mission is to be seen as an asset in our partners eyes - not just a necessary expense.

We see our client relationships as invested partnerships - where we both share the responsibilities and in the successes of a prosperous business.

Most entrepreneurs do not magically acquire financial literacy once they decide to open a business. We understand this and we feel that is our mission to educate and nurture our partners in order to give them the best chance of survival in a competitive business environment.

The Profit Ladder is a program designed to help entrepreneurs become the financial literacy and self-awareness that is needed to forge a successful business.

Over the course of eight weeks we work with our partners to:

• Educate them on basic business financial principles and practices and reading financial statements.
• Assist in identifying and addressing negative money mindset shifts
• Introduce them to the Value Equation
• Create awareness regarding the value-creating superpowers that will transform their business into a cash-generating machine
• Help to identify cash flow leaks existing in their business.
• Create a 2, 5, and 10 year plan for their business based on their life goals and dreams.
• Create an expense management system designed to prioritize earning a profit and aligned with their short and long-term goals.

The program is both intensive and rigorous and is specifically designed for the entrepreneurs who want to be in control of their finances and generate more income for their business.

Yes! We offer a unique value proposition in that we mentor and educate our partners as they continue to run their business. Much of the terms, tools, processes, and products that we offer our partners are most effective when they have a prerequisite understanding of them and can differentiate between all of the options available to them. Participating in The Profit Ladder builds the necessary comradery and creates a solid foundation for a successful long-term partnership.

We offer The Profit Ladder and tax preparation as a separate service. Please contact us to learn more.

Our bookkeeping services begin once you have started our Profit Ladder program*. We will work to identify cash flow leaks, large expenditures, cash-savings and more during this time. The idea is to improve your books as you improve your financial knowledge.

We do not offer standardized pricing models. This is because we understand that every business is composed differently - as are their business objectives. A careful analysis is performed and considerations are made with each prospective client prior to providing a proposal for services.

* “Catch Up” Bookkeeping Services not included.