Blog

The importance of process

I’m a HUGE believer in process, and I think you should be too. Here’s why:

Ideal clients

As a CFO, I will tell you that simple math tells us that we want MORE clients. But as a fellow business owner, I’ll tell you that we want the RIGHT clients. Today’s video talks about how I view the

The client portfolio

Ever think about how your clients would fit in to your investment portfolio? Yes, I know it sounds impersonal and technical. But think about it for a moment: we want our clients to give us a positive

The promotion triangle

It might seem strange for a finance guy to talk about marketing and promotion, but hey! I’m an entrepreneur too! So I’ve had to give it some thought. And being the “big picture” type of guy that I am

No items found.
Raising prices

Raising prices can sometimes be tricky. How can we raise price without having our clients run away to our competitors? Even if the clients are okay with it, sometimes we delay just playing head

Find out how we can make your financial life easier!

Book a call to share your goals and needs, and we will create your game plan to reach them.

Book a Call →