Dear friend:

It was so good to meet you!  Knowing that conferences can get busy and not allow enough time to get acquainted, I created this page, and for two reasons. One is to further fill you in on my mission. The other is to suggest ways that we could collaborate if appropriate.

My mission
Money fuels business, yet many entrepreneurs either don’t understand how to make it or they’re too busy to manage it properly—and that’s where I come in. I help owners get clarity about making it, then managing it—either through professional training for the owner and staff or by providing them with financial management services.

My latest initiative is a professional education web site called Your Money and Your which provides insights and training for small business owners and their team. Owners of larger businesses can benefit from more advanced training and instructions on how to be effective managers of their financial staff, while owners of smaller businesses can see how to do things themselves.

My ultimate mission is to be the global “go to” person for small business financial education with a short-term goal is to reach 10,000 businesses by the end of 2017.

Can we collaborate?
As part of my outreach, I am looking to partner with other small business consultants, so I ask:
– Are you looking for a new promotional partner for your blog or newsletter?
– Are you looking for new materials for your blog or newsletter?
– Would joint webinars help you reach a broader audience?
– Do you enjoy learning about like-minded small business consultants?

If you said a hearty “yes!” to these, then let’s talk more! You have my card, so drop me a line and let me know what you’re thinking.

Thanks, and let’s talk soon.


P.s. About that formula on my business card? Click here to learn more!