Consulting

Dr-James-black-n-gold-3

As The Money Scientist™, I take the scientific process of analysis, deducing answers and results and apply it to wealth building. We’ll design strategies to move you towards increased profitability for your business, financial security and freedom.

As an entrepreneur,  you may be frustrated with growing your business revenue and profit. What should you be doing to help you break out of this current rut?

You’re making some money in your business and you want to make sure you’re managing it properly.

Do you need to understand more about business finances? How to do a business budget? What exactly you should be doing to track, monitor, and optimize your business income? Wondering when can you hire staff/help?

Do you need someone to go beyond the finances and devise a strategy for future growth?

Let’s chat!

FEATURED IN:

We can work with you on growing your business as well as organizing your personal finances. The investment ranges dependent on what level of service you would like, starting at $2,500 per month.

For business financial consulting, we will act as your part-time CFO. A part-time virtual CFO who can read the financial reports and translate your financial data into a clear story of how the business is really doing and what the next steps should be.

What will we cover?

  • Risk management
  • Risk management
  • Revenue growth strategies in accordance with your strategic business plan
  • Design performance measures
  • Set up and/or optimize finance system
  • Budget projections and forecasting
  • Revise and optimize sales funnels
  • Create important financial reports – monthly, quarterly, end of year report
  • Analyze financial reports and give in-depth detailed recommendations
  • Monitor cash flow
  • Monitor accounts receivable and payable
  • Monthly meeting to discuss the financial analyses and recommendations

Fill out the application

If you’re serious about optimizing your financial strategy to grow your business, then fill out the application below.

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Basic Information

Who is this for?

  • Entrepreneurs who have reached a point in their business where they have to make sure to make sure they are properly handling their revenue, maximizing their cash flow and want to better organize their finances.
  • You know you should be doing budgets and financial reports of some kind, but trying to organize your finances makes you screw up your face in frustration and confusion.
  • You know you could do better with tracking and monitoring money coming in and going out.
  • Your method for keeping track of invoices is keeping a list on a sheet of paper or the computer.
  • Your system for tracking invoices and contracts isn’t a real system at all. Some things have “fallen between the cracks” before.

You wish there was an expert to give you tailored feedback. You want someone to provide accountability when you feel you lack the discipline. You’re tired of doing it alone and are overwhelmed. I get it.

If you could have someone design a strategy tailored to your business to reach your revenue goals would you take it? Let’s chat and see if we’re a good fit.