Financial Consulting & Profitability Coaching

My financial consulting strategy looks at the big picture of a business big and small. This initial big picture operates as our north star as we move forward in formulating a comprehensive and robust financial strategy that is specifically designed around your business needs.

Financial statements such as Cashflow, Balance Sheet and Profit and Loss are an important tool to gauge the health of your business.  Preparing them and helping you understand them is an integral part of the services provided.

For some of our clients we are their fractional CFO, as they need the expertise of a CFO, but can't afford nor need a full-time person.  This saves money and ensures that the in-house accounting staff has full support and the owner gets expert professional financial guidance.

Business Financial Consulting

  • Are you looking for solutions to change the health of your company?
  • Are you planning to sell your business in a few years but don't know where to focus your time and energy so you can maximize the sales price?
  • Are you planning to double the sales of your business but are not sure what it will take?
  • Is your business hurting right now and are you looking for some outside advice to bring it back to health?

We have done all of that for our clients and more in the past two decades.

Profitability Coaching

As a Profitability Coach, we help you maximize your return from your business. 

From money leaks inside the business that no one is aware of, to optimizing operations to ensure optimal health for the company.

Sometimes the main focus is a very different one, as an example fast growth or a certain lifestyle. But no matter what it is, we custom tailer our approach for your individual situation.

Financial Reporting

Are you lacking?

  • Cashflow Statements and Forecasts
  • Income Statement
  • Balance Sheet
  • Budget
  • Key Performance Indicators (KPI)

We can help you with all of them, and make sure you understand them, so that you can make better decisions for your business.

"Our small business completely depends upon the financial and operational advice we receive from Patrick. Over the 20 years, we have been a client, and have been able to successfully navigate growth and cash flow due to his great expertise in business and financial management. I highly recommend working with Patrick!" 

Laura K.

Colorado