TRUSTED ADVISOR GROUP PROGRAM
Make your business more profitable
without putting in so much work
You’ve managed to create business success.
But if it’s at the expense of your sanity and your happiness,
it’s time for a better way.
Work with me in a step-by-step business development program.
Designed in a small, confidential group setting.
Maybe you know your business needs help… but working “on” your business isn’t your favorite thing to do.
Or maybe you just don’t know where to start.
Many business owners are used to doing everything on their own. But you can’t fix what you can’t see.
Let’s do it together.
My step-by-step process empowers you, the business owner,
to improve your profits, cash flow, and operations.
to improve your profits, cash flow, and operations.
Let’s transform you into the real CEO who leads with confidence, instead of being simply the person who started your company.
Coming early 2021
When you don’t know how to fix business issues, stress can overwhelm you.
Like many business owners, you may have learned to run your business by the seat of your pants. Or maybe from the back of an envelope.
If that sounds familiar, you may have gaps in your business knowledge or blind spots in how your business runs today.
These gaps and blind spots may be sabotaging your cash flow and making it hard for your business to run smoothly.
The problem is, you can’t fix things when you don’t see what’s wrong.
The Solution
Trusted Advisor Program (TAP)
What it is: Work with me for 4 months up to a year.
You’ll get expert advice, feedback, and guidance as we work through a complete business development process together. I’ll guide you to look at every area of your business, helping you identify opportunities for more cash flow, better operations, and more. You’ll benefit from my MBA, consulting experience, and years of work in finance, operations, management, and entrepreneurship.
If you want fewer headaches and more predictable revenue, this is for you.
As a business owner, you should be able to
make more profits, and enjoy your life with less stress.
Is working with Anne for me?
This program is a good match for you if:
You know your business can be more profitable and can’t figure out why it isn’t
Getting changes implemented is a struggle
Support in dealing with what the numbers mean and are indicating
It’s time to get unstuck
You’re ready to up-level and move forward with vigor
This is NOT for you if:
You think changes will magically happen without your ownership
Advice is a dirty word
You are content to stay where you are
Here’s What Anne’s Clients Say About Working With Her…
The Process
This is a 30,000-foot view of the process. Each client gets a fully customized progression designed to provide you, with the tools, training, consulting, and accountability needed to transform you and your business.
Assess: Where Are You... and Where Are You Going?
We start with a reality check. Review your financials so you know and have confidence in understanding what the fundamental standard financial statements are, how much invaluable, actionable information they can provide you (I’m NOT kidding), and why you need to care about them.
Also, we will develop an initial 6 – 12 month cash forecast based on what you think is in store for your business in the coming months.
Know: What Really Are Your Costs?
If you don’t know what your stuff costs, how can you know if you’re making any money? Learn what’s in the big picture and in the details. Both matter. We will drill down into the nuts and bolts and nickels and dimes to make sure we know where each of your products or services sit in terms of gross profit.
The drill-down will continue with your overhead and all other expenses to plug any obvious profit leaks and find the non-obvious and plug them, too.
The drill-down will continue with your overhead and all other expenses to plug any obvious profit leaks and find the non-obvious and plug them, too.
Discover: Where Does Your Profit Start?
Breakeven point — what’s yours? We’ll find out, both at a company level and for each product or service you offer. With that knowledge, you have the information to make powerful decisions for your future.
Find Out Where to Look Inside Your Business for MORE Profit.
Time to utilize the magnifying glass and the thinking cap. We’ll be looking everywhere for profit leaks and opportunities. Looking at pricing, direct expenses, overhead, processes, people, and more. How can we improve your cash flow? We will examine every aspect of the business.
Keep Tabs: How to Keep on Keeping On.
Now that your skill set is strong, develop your diagnostic/checkup muscles to keep a close eye on things so you can continuously strengthen your business. Let’s develop the best dashboard for your business and use it to review your progress. And hold you accountable for the progress you wish to make.
This is about meeting you where you are in your business and going from there. It’s not necessarily a linear progression from step one through five. This is about identifying what will make the greatest impact the fastest and making sure you are empowered to use ‘the numbers’ effectively to optimize what’s going on in your company. It is about you becoming the real CEO of your dream.
The Process
This is a 30,000-foot view of the process. Each client gets a fully customized progression designed to provide you, with the tools, training, consulting, and accountability needed to transform you and your business.
Assess: Where Are You... and Where Are You Going?
We start with a reality check. Review your financials so you know and have confidence in understanding what the fundamental standard financial statements are, how much invaluable, actionable information they can provide you (I’m NOT kidding), and why you need to care about them.
Also, we will develop an initial 6 – 12 month cash forecast based on what you think is in store for your business in the coming months.
Know: What Really Are Your Costs?
If you don’t know what your stuff costs, how can you know if you’re making any money? Learn what’s in the big picture and in the details. Both matter. We will drill down into the nuts and bolts and nickels and dimes to make sure we know where each of your products or services sit in terms of gross profit.
The drill-down will continue with your overhead and all other expenses to plug any obvious profit leaks and find the non-obvious and plug them, too.
The drill-down will continue with your overhead and all other expenses to plug any obvious profit leaks and find the non-obvious and plug them, too.
Discover: Where Does Your Profit Start?
Breakeven point — what’s yours? We’ll find out, both at a company level and for each product or service you offer. With that knowledge, you have the information to make powerful decisions for your future.
Find Out Where to Look Inside Your Business for MORE Profit.
Time to utilize the magnifying glass and the thinking cap. We’ll be looking everywhere for profit leaks and opportunities. Looking at pricing, direct expenses, overhead, processes, people, and more. How can we improve your cash flow? We will examine every aspect of the business.
Keep Tabs: How to Keep on Keeping On.
Now that your skill set is strong, develop your diagnostic/checkup muscles to keep a close eye on things so you can continuously strengthen your business. Let’s develop the best dashboard for your business and use it to review your progress. And hold you accountable for the progress you wish to make.
This is about meeting you where you are in your business and going from there. It’s not necessarily a linear progression from step one through five. This is about identifying what will make the greatest impact the fastest and making sure you are empowered to use ‘the numbers’ effectively to optimize what’s going on in your company. It is about you becoming the real CEO of your dream.
“Get this call on your calendar… STAT! Anne’s free training is a MUST-HAVE reset button in your business to remind you of where you can find lazy money. You’ll feel more empowered to look at your finances, I know I did!”
Stacey Canfield
The Proof Talks
Get Your Business Under Control
Book a Call
Work on your business with a clear plan
Get more profit and freedom from your business!
Ready to get your life back in control? Let’s talk!
Each business (and each business owner) is unique. Solving your business issues takes a guide who gets to know both YOU and your unique business well. Anne is that guide.
FAQs
How do I know if working with you is right for me?
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What if I don’t know what I need?
Our specialist can help you assess your particular issue and define which plan suits you the most. Feel free to contact us.
What payment options do you provide?
We offer a variety of payment methods. We accept cash, checks, and the majority of credit cards such as Visa, MasterCard, and American Express.
Do you have a money-back guarantee?
We offer a variety of payment methods. We accept cash, checks, and the majority of credit cards such as Visa, MasterCard, and American Express.
Have more questions about this program? Book a call with Anne and ask!