Cash Flow & Finances
Navigate cash crunches, improve collections, and build financial resilience

Decades of business experience, available whenever you need it. Navigate cash flow challenges, scale your operations, build your team, and grow strategically.
Private & Confidential — Your questions are never shared. Ask what you can't ask anyone else.
Click any challenge below for a sample question, then bring your own version to the advisor above. No question is too basic or too complex.
Navigate cash crunches, improve collections, and build financial resilience
Grow without chaos—systems, processes, and infrastructure that scale
Hire right, develop talent, and create a culture that retains top performers
Price with confidence, improve margins, and stop leaving money on the table
Identify opportunities, prioritize investments, and chart your path forward
Streamline workflows, eliminate bottlenecks, and do more with less
Small changes that create big impact. Pick one and implement it this week.
Most businesses fail from cash problems, not profit problems. A rolling 13-week cash forecast gives you visibility before crises hit—enough time to act, short enough to be accurate.
This week: Map out your expected cash in and cash out for the next 13 weeks. Update it every Monday.
Roughly 20% of your customers likely generate 80% of your profit. Many businesses spend equal energy on all customers, diluting focus on the relationships that matter most.
Run a simple profit-by-customer analysis. Identify your top 20% and ask: How do I get more customers like these?
Growth isn't just about adding—it's about subtracting. Every hour spent on low-value activities is an hour not spent on what actually moves the needle.
Track your time for one week. Identify your lowest-value recurring tasks and eliminate, delegate, or automate one this month.
Great advice starts with understanding your current reality. Our Business Health Assessment gives you a clear picture of your financial health, operational efficiency, team strength, and strategic alignment—so you know exactly where to focus.
Sample Assessment Preview