Category: small business

Complimentary Discovery Analysis Session- Schedule Today!

Are you a business owner in Greater Indianapolis?   Are you ready to get your business back to business? Are you looking for expert guidance, CFO-level advice, cash flow and revenue creation strategies?  If YES, then schedule a 30 minute meeting, which at the conclusion, a qualifying business can be given the option of a complimentary… Read more »

Schedule Your Complimentary Business Strategy Session

Your business makes a BIG impact in our communities.  As a B2B CFO, in everything we do, we believe in improving the lives of business owners. We believe each owner is unique and important to our society. We improve their lives by understanding their goals and removing barriers that get in their way. If you… Read more »

Be a VISIONARY in a Season of Uncertainty

There’s no playbook for solving today’s crisis. However, there is a game plan for how business owners can adjust their business strategy quickly. Organizations who take strategic action and are dynamic in how they mitigate threats and seize opportunities will be the difference between surviving or thriving. This is a defining moment for business owners.… Read more »

My Bank Doesn’t Understand my Numbers. But isn’t Accounting Just Arithmetic?

This is the fifth in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining. Jay sat in his office reviewing his weekly calendar when… Read more »

My Bank Wants to Take My Business. Don’t they?

  This is the fourth in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining. Jay had just pulled away from the Starbucks drive… Read more »

My Bank Doesn’t Support My Vision. Don’t They Want to Make Money?

  This is the third in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining.  Jay sat in his car looking at his schedule.… Read more »

I Think I’ve Upset My Bank, Now What?

This is the second in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining.  Jay turned the ignition and flipped on his car’s air… Read more »

Is Your Banker Weird? Really?

This is the first of a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends.  The conversations deal with the misconceptions and misunderstandings between business owners and their bankers.  I hope you find it helpful and entertaining.  Jay took an iced tea from the drink stand and… Read more »