Your financial data is the key that opens the door to understanding your business and how to read the roadmap for growth. After a long career in both corporate finance and running my own million-dollar construction business, I now help other business owners understand their financial data and leverage that information to achieve their goals.
It all starts with an accurate set of books. All your revenue and expenses need to be categorized correctly. This will make your CPA happy and save you money at the end of the year, but what kind of information can all that tell you? Learning how to read that financial data is really where the fun begins. I don’t just keep your books. I can also teach you how to create an achievable budget, calculate your monthly breakeven or monitor your employee and overhead expenses to make sure they are in line with industry standards and the abilities of your bank account. Leveraging all of this will allow you to make informed, intelligent decisions about your business rather than just trusting your gut and hoping for the best.
Let me help you make sense out of your ledger!