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Strategic Business Planning

Turn Your Vision Into a Profitable, Scalable Reality

Get Your Strategic Plan

Cash‑Flow Strategy & Profit Planning

You grind. Your business earns. Yet the bank balance never seems to match the effort. That changes today.

We deploy Profit First® by Mike Michalowicz, implemented by Certified Profit First Coach Karen Bershad, to give you a friction‑free cash‑management system that pays you first, funds growth, and safeguards taxes, all while your reserves earn interest.

Pay Yourself First

Owner’s comp hits your pocket every cycle.

Eliminate Nasty Surprises

Predictable cash flow, zero panic.

Separate funds

Tax, emergency, and growth buckets in interest‑bearing accounts.

Boost Profit Margins

Without adding extra hours or headcount.

See Everything Clearly

One login, instant insight.

Are Cash Flow Mistakes Draining Your Profits?

Even thriving businesses lose thousands to hidden cash flow leaks.

Find out where your money’s slipping away and how to stop it before it costs you more.

Get the Free Guide

Our Method is Perfect For

Real Estate Investors

Juggling multiple doors.

Attorneys

Riding inconsistent retainers.

Seasonal Services

Businesses craving stability.

Entrepreneurs

Who want control & visibility.

Legacy Buyers

Inheriting an existing business and needing structure.

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Fractional CFO Perspective

We act as your financial ally, not just a vendor. Our clients gain access to sophisticated financial strategy and analysis typically reserved for much larger companies, expertly scaled to match your current needs and growth trajectory.

Strategic Financial Leadership

  • Executive-level financial analysis and decision support
  • Cash flow forecasting and working capital optimization
  • Strategic planning and resource allocation guidance
  • Performance metrics development and KPI architecture
  • Board-ready financial reporting and presentation
  • Risk assessment and scenario planning

 Perfect For

Growing businesses needing CFO-level insight without full-time cost

Companies preparing for investment or lending discussions

Organizations requiring sophisticated financial analysis

Businesses transitioning to more strategic financial management

Owners seeking an experienced financial partner and advisor

Growth & Exit Business Planning

Whether you’re scaling to $10M, acquiring a competitor, or eyeing a lucrative exit,
we align every dollar with a deliberate roadmap.

Key Advisory Services

  • Exit Strategy & Succession: maximize valuation, minimize disruption.
  • Profit‑Based Organization: reshape ops around sustainable EBITDA.
  • Acquisition Readiness: financial due diligence, transition planning, post‑close integration.
  • Owner Independence: systems & KPIs that run without you.
  • M&A Profit Integration: embed Profit First into every new entity.

Who We Serve

Owners planning to sell or pass the torch.

Entrepreneurs buying businesses ($1M-$10M + revenue, 5-10 yrs old).

Firms needing a rock‑solid financial infrastructure for rapid growth.

Buyers & sellers working with business brokers.

Legacy transitions, tailored for both seasoned and first‑time owners.

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Client Success Story

“Since 2014, Karen has been performing my internal auditing function and QuickBooks® work. She is very knowledgeable and has exceeded my expectations with respect to the ongoing work she does for my company.”

 Doug P.
Services Company Owner

Quick Wins for Your Business

Increase business value?

Quick Fix: Clean, accurate financials + repeatable processes = higher valuation. Start documenting today.

When to start exit planning?

Quick Fix: Now. Even if you sell in 10 years, value-building starts today.

Reinvest or take money out?

Quick Fix: Follow 50/30/20 rule: 50% reinvestment, 30% owner pay, 20% profit/savings. Adjust to your goals.

Make business attractive to buyers?

Quick Fix: Buyers love predictable cash flow and clean books. Get monthly financials buttoned up.

Ready To Transform Your Vision Into A Measurable Plan?

Book a complimentary 30‑minute strategy call today and see how our Fractional CFO Advisory and
Growth Roadmaps can accelerate your next milestone.

Schedule A Call

Don’t leave growth to chance. Plan it, fund it, and execute it with confidence.