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. 

Innovator gives you access to everything in Founder including the Value Builder System™ and estimate of value.  In addition, it includes monthly one-on-one coaching, and a two-hour annual strategic planning session to get you off to a good start.   

Legacy gives you everything included with the above two options, but expands the strategic planning session to 8 hours and includes the development of 3-5 key performance indicators (KPIs).

ValuMap program options are intended only for businesses established at least three years, with annual revenue between 2 and 20 million, with 50 employees or less.  For smaller businesses please click here.



GET STARTED TODAY!                         Enroll Founder      Enroll Innovator    Enroll Legacy                                   


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