Insights Strategy Solutions LLC

About Us

About Me
•I’m a business owner and an accountant.
•I use my financial background to help business owners have a growing and more profitable business.
•I’m successful at this precisely because I understand both sides of a business (the financial side and the business ownership side).
•As an accountant, I can look at a business and spot the underlying reasons why a business is not profitable and has poor cash flow. And…
more importantly, I know how to fix it.
•I know how to make businesses grow and become more profitable.
•So, I’m on a mission to help as many business owners as I can have a growing and more profitable business.
What a CFO does
• Track profit and cash flow.
• Analyze the financial strengths and weaknesses.
• Propose corrective actions that are forward-looking and help in executing the vision.
Target Clients
• They own a small to medium-sized business ($1 - $15 Million in Revenue).
• They’re experts in their craft.
• They’re experiencing some pain they would like resolved. Typical pain points (challenges):
*Most businesses rely on the owner, or the business falls apart.
*They’re facing a Catch-22 situation – They want to grow their business but need cash to do so, but they can’t get more cash
without growing their business.
*They don’t have a simple way to understand what’s working and what’s not working in their business.
*Most business owners fear failure or inability to provide for their family, which leads to stress.
*They want to be successful but don’t know how to succeed