- 3 Year Growth Strategies- KPI Creation and Tracking- Infrastructure Development- Operational Efficiency- Proactive Planning- Budgeting / Forecasting- Financial Analysis- AR / AP Aging- Cash Flow Model

The Success FrameworkA successful business operates on a solid framework encompassing four essential pillars: delivering product, leading people, managing resources, and growing the business.Delivering product means exceeding customer expectations through exceptional quality and timely delivery. It involves understanding market needs, developing innovative solutions, and providing excellent customer service.Leading people involves inspiring and empowering a team, fostering a positive work culture, and nurturing talent. Effective leadership motivates employees, encourages collaboration, and drives organizational success.Managing resources requires efficient allocation of finances, time, and physical assets. It involves strategic budgeting, optimizing operations, and implementing sustainable practices.Growing the business entails expanding market presence, identifying new opportunities, and embracing innovation. This involves market research, strategic planning, and agile decision-making.By embracing this comprehensive framework, businesses can achieve sustainable growth, maximize profitability, and create a positive impact in their industry and beyond.Core Values:► Focus energy outwardFocus on client wealth building first meaning the top priority will always be the health of the client► The Success FrameworkReplication with clients will assure sustainable growth and wealth accretion...embrace innovation to achieve positive impacts.► Convey honest and factual advicePrioritize accuracy, transparency, and honesty conveying information to clients, ensuring there is no misleading or biased representation.

Reduce or eliminate idle time in your facilitiesImprove or automate your company financial reportingDevelop and/or standardize your operations and financial KPI'sAccurately project your future cash flowsDrive the growth of your business with leverageUnlock hidden capacity in your facilitiesLead or build your finance & accounting team

- Develop network to drive referrals and direct sales- Educate on the benefits of integrating AI technology- Craft tailored proposals to meet specific organizational needs- Ensure seamless and positive customer experience- Act as a trusted advisor in finance and tech

- Saved companies 50%+ on income tax- Generated $700K+ ARR- Developed daily/weekly/monthly KPI tracker- Improved show rate 80%+- Improved close rate & PIF rate 20%+

- Helped individuals get started investing in multifamily real estate- Set standards for onboarding and follow up sequences- Attended conferences and managed trade show booths

Developed inventory dashboards for RM, ING, WIP, PKG & FG for multiple facilitiesConsolidated manufacturing P&L statements for multiple sites generating ~$50M revenue/monthRoutinely reviewed controls and processes for SOX and regulatory complianceLed team of financial controllers supporting large scale finance operationsDelivered millions of dollars in cost savings through expense management and efficiency gains

Forecast monthly/quarterly/yearly plant financial performance and presents to senior leadershipImplemented new time & attendance and labor tracking system at multiple facilitiesOptimized bill of materials and production routings for 7,000 SKUs for quality, efficiency, and costDissected analytics on headcount, hours worked, and labor dollars spent for over 2,000 EE's