Do you have a plan?
While working for another CPA firm, Roxanne Coffelt noticed clients paying for monthly and quarterly financial statements only to file them away in a drawer. Today, with the technology available, it is possible to give business owners much more useful information than just historical numbers. Coffelt vowed that if she ever started another CPA practice, that it would help business owners use their financial information to improve their businesses rather than just give them financial statements to throw in a drawer. Our firm was founded on this promise.
- Improve your financials
- Discover hidden opportunities
- Discover threats you didn’t know about
- Define your long-term and short-term goals
- Develop a plan to reach your goals
- Implement a way to measure & review your progress towards those goals
- Get your life back!
Our program includes the use of the Value Builder System™ software, which is proven to increase both value and marketability of your business. It offers our advisory clients a dashboard and framework which, when combined with our training and experience and your knowledge of your business, is a winning formula for success!
This will help maximize the value of your company while you get your life back! The sooner you start, the more progress you will make. We offer the following options:
Founder gives you access to the Value Builder System™, monthly group coaching, and an annual estimate of value, in addition to all of our free content. It gives you access to our private Facebook group where you can discuss things with your peers and to our private members area for more resources.
GET STARTED TODAY! Enroll Founder Enroll Innovator Enroll Legacy
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