I am passionate about my ideas and area of expertise but don’t know much about business and accounting (and/or don’t like dealing with those things)…

No problem! Kim loves business: finance, accounting, operations, and processes. She also understands that many people don’t. Kim appreciates and genuinely admires the skills and talents that you and your team have. Her job is to work with you to find solutions that suit your style and way of working. She will “demystify” financial planning and analysis so that it works for you, instead of frustrating you. She will help you find ways to run your business that focus on the right things without overwhelming you with paperwork and reports.

FREE YOURSELF TO DO WHAT YOU DO BEST

I have a lot of great ideas to grow and expand my business and I need help figuring out which things to do and how to do them…

Kim will help you assess the benefit of each opportunity, along with the risks and any gaps in your company’s capabilities. Once you understand what it will take to get from point A to point B on each one, she will work with you to choose the priority initiatives and focus your efforts. Kim can also assist you and your team with planning, implementation, and tracking to ensure success.

TURN YOUR VISION INTO A REALITY

We have a major initiative with a lot of potential, but we don’t know where to start. It just doesn’t seem to have traction and/or we can’t get it over the finish line…

This happens more often than we would like and there are many reasons things stall or go astray. Kim is especially good at “getting stuff done.” The issue can be one or more of many different things - a technical issue, lack of buy-in by key stakeholders, or competing priorities. She will dive in with you, your team, and any external partners to understand the situation, outline a successful path forward, and help you reach the finish line.

CROSS THE FINISH LINE

We are very busy, but we don’t seem to be making enough money…

You are not alone. When you are busy running the day-to-day and overwhelmed by your to-do list, it can be hard to keep an eye on the bottom line and the big picture. Kim will help you assess the current state of your business, drill down to identify the real issues then show you how to improve your bottom line. She will work together with you to determine the best solutions and come up with a realistic implementation plan. She will also develop a few key areas for you to keep an eye on going forward so you know when business performance is improving and when you may have an issue.

IMPROVE THE BOTTOM LINE

There are times when we are short on cash to pay bills or make large purchases for new projects or equipment…

Cash flow management can be tough for many companies, especially those in a cyclical or contract-by-contract situation. Even if the revenue stream is fairly consistent, managing expenses and cash can be tricky. It is also important to be smart utilizing cash on hand in the best way. Kim helps companies understand their cash flow, what the right amount of cash-on-hand is good to have, and what is behind any difficulties. She then works with you and your team to roll out any changes and monitor the improvements along the way.

ELIMINATE CASH FLOW WORRIES

I want to build my company to an $X company and/or make it attractive for acquisition...

A fundamental key to success is beginning with the end in mind. If you want to phase out of your business or sell it at some point, you will need to be clear about the timing and financial goals for that to happen – and how to create real value in your business. There needs to be a concrete plan in place to get you from where you are now to that future state. Kim will help you hone in on what you want to achieve and by when, understand the current value of your company, and create a plan with short-, mid- and long-term goals to reach the desired value.

ACHIEVE YOUR GOALS