Vicki Holman Email & Phone Number

Panguitch, Utah, United States

The C-Suite Network is the world’s most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives with titles of vice president and above. The C-Suite Network’s mission is to provide a peer community, networking events, relevant content and services to support c-level executives and other entrepreneurs achieve professional success. C-Suite Network offers invitation-only events as well as custom-tailored content through all its entities: C-Suite TV, C-Suite Radio, C-Suite Book Club, and C-Suite Network Advisors™.

As a committed Profitability Coach and Cash Flow Manager, my specialty lies in the PALM Cash Flow system — a distinct strategy I've developed that's transformed the revenue trajectories of numerous businesses. This method, honed from years of experience, is crafted to optimize profitability, giving business owners a clear understanding of the costs and other inputs required to run a business. While I navigate the broader financial landscape, this pricing expertise consistently drives sustainable growth for my clients. Passionate about comprehensive financial empowerment, I work to ensure businesses not only thrive but deeply understand their fiscal decisions.· PALM Pricing Method: A proprietary approach to crafting pricing structures that amplify profits based on the actual costs of running a business.· Strategic Financial Analysis: Deep dives to unearth profitability potentials.· Packaging Strategies: Develop tailored packages to drive maximum revenue.· Accounts Management: Ensure timely collections in receivables and optimize payables for balanced cash flow.· Cash Flow Forecasting: Anticipate monetary trends, ensuring consistent liquidity.· Business Allocation: Efficiently distribute resources to achieve high ROI.· Operational Efficiency: Design and introduce lean, precise financial systems.· Banking Advocacy: Recommend banking solutions to enhance business growth.· Financial Education: Impart key financial insights and tools to clients.· Risk Assessment: Pinpoint and strategize against financial challenges.· Collaborative Leadership: Integrate financial strategies with overarching business objectives in synergy with stakeholders.

Coached clients on mindset and scarcity. Talented at zeroing in on the clients’ blocks to create the thing they desire most. A flexible worker with the ability to adapt to changing environments. More than 200 hours of coaching experience in a wide variety of subjects including cash flow management.· Educated in use of the “Model” as taught by The Life Coach School· Assist clients in setting goals and building skills to reach those goals· Instructed clients on various topics including abundance, scarcity, mindset and money management· Facilitated and hosted more than 50 Zoom meetings· Developed curriculum in various life coaching topics including: weight loss, feeling better, and business coaching.· Coached over 50 clients over the past year and a half.· Skilled at showing clients how they are creating their current results · Masterfully assist clients in imagining what is possible and creating the mindset to accomplish it.

Skilled with coaching clients on mindset and scarcity. Managed a team of marketing interns. Conducted client 1:1 and group coaching calls. Conducted weekly team meetings and 1:1 calls with interns. Trained and mentored coaches in training through group and 1:1 calls. Advised clients on strategy for increased profitability. Assist clients in implementing Profit First into their businesses. Teach clients how to use YNAB. Troubleshoot YNAB to find errors. · Managed and developed a virtual team of interns and coaches in training· Use the “Model” as taught by The Life Coach School· Facilitated and hosted more than 60 group Zoom meetings· Ran 1:1 client calls to ensure implementation of Profit for Keeps· Facilitate and conduct weekly office hours (Group Q & A)· Facilitate software breakout sessions to answer clients’ questions via Zoom· Conducted weekly team meetings· Trained and mentored coaches in training· Trained interns in social selling· Directed weekly 1:1 meeting with interns· Interviewed and hired interns· Assist interns in setting goals and building skills to reach those goals· Instructed clients on various topics, including abundance, scarcity, mindset, and money management· Skilled at showing clients how they are creating their current results · Masterfully assist clients in imagining what is possible and creating the mindset to accomplish it.

Trained to coach clients on cash flow management and forecasting while focusing on methods to increase revenue and minimize expenses. Also worked as a bookkeeper.· Increased skills using YNAB including importing transactions, reconciliation, and creating budgets· Maintaining accurate client books using YNAB· Discuss pricing and package offering to maximize revenue· Trouble shoot YNAB to balance accounts

Ulysses, Kansas, United States

Effective money management for a successful dental practice. Collections rate of 97.7% of total production. Insurance billing in a manner that nearly eliminated the need to appeal claims. Verified patient insurance to give accurate estimated patient portions. Maintained accurate accounting records using Quickbooks and YNAB. Successfully implemented Profit for Keeps in an established business with over $2 Million in annual revenue to ensure intentional profit, save for taxes, consistent owners pay, and cover all business expenses.Staff ManagmentMaintain staffing of 13 employeesConduct staff meetings on a monthly basisEnsure quality is maintained throughout patient experienceDeveloped systems and processes to ensure the highest quality patient experienceAccounting DutiesMaintain and produce financial statementsuComplete reconciliation of accounts on a monthly basisProduce monthly forecasts to ensure proper budget allocationsProactively analyzed profitability, growth, and expenses to make appropriate needed adjustments to ensure the integrity of the businessCreate annual department budgetsProcess payroll accurately on a bi-weekly basis Cash Flow ManagementDevelop monthly, quarterly and annual production goalsImplement collection policies to ensure 97.7% collections rateDevelop and adjust monthly budgets for supplies and spendingMaintained accurate accounting in Quickbooks and YNABEngaged in difficult conversations with employees and patients in a kind and compassionate manner.

Ulysses, Kansas, United States

Performed all aspects of practice management of a startup dental practice. Increased profitability year after year. Created all policies and procedures required to run a dental office. Ensured accurate and timely insurance billing. Created patient payment options which ensured positive cash flow. Built and developed teams. Created fee schedules to maximize profit and minimize write-offs. Maintained computer and software systems. Business managementExpert planning and organizational skills and techniquesMake recommendations and decisions for the objectives, policies, and plans of the businessCreated all policies and protocols for the patient experience.Make high level decisions without supervisionLead monthly staff meetingsCreate and implement business strategies for growth Training employees daily to ensure employee successCreated daily task lists for each job descriptionHuman Resource ManagementAccountable for performance, results and staffing of employeesInterviewed more than 150 potential employeesHired and trained more than 50 employeesCreate and implement benefit packagesWeekly coaching with employees to ensure employee success

Certified Life Coach

Bachelor Of Business Administration - Bba, Finance, General