Are you tired of feeling lost in your own financial data? Take charge of your business's financial future.
Unlock Financial Clarity and Grow With Certainty
Stop feeling lost in financial chaos. Unlock Financial Clarity gives you a clear picture of your finances and a step-by-step plan to improve cash flow and grow your business in 90 days.
Decipher Your Financials
Find The Path To Your Gold
Scale Your Business
For Overwhelmed Business Owners Facing Financial Confusion
Confusion
Your P&L statement is accurate, but not useful.
Cash Flow Concerns
What can the budget really sustain?
Exhaustion
Hard work is producing burnout instead of results
Ever feel overwhelmed trying to make sense of your business finances?
You’ve been working long hours, but you still don’t know why your business isn’t making more money. You feel frustrated not knowing where your money is going or how to fix your cash flow problems.
The stress affects everything—your business, your health, even your personal life. You miss out on growth opportunities because you're stuck worrying about whether you’ll have enough to cover payroll next month.
Have you ever...
- Wondered why your business isn’t more profitable even though you just crushed your sales goals?
- Felt anxious about making payroll or paying expenses on time?
- Struggled to understand your financial reports and see where the money is going?
If any of these sound familiar, you're in the right place.
Getting control over your finances means taking back control of your business and your future.
Gain Complete Control of Your Business Finances and Grow with Confidence
Struggling to Make Sense of Your Finances? Now is Your Chance to Take Charge.
In just 90 days, you will gain the clarity and confidence you need to manage your business finances and grow your company. You’ll follow a clear, step-by-step plan that uses real data to help you improve cash flow, manage expenses, and increase profitability. This is your chance to stop throwing mud at the wall and make decisions with a feeling of certainty.
How It Works
Pillar 1: Assess Your Financial Health
I start by reviewing and cleaning up your financial data to give you a clear picture of where your business stands right now.
Pillar 2: Create Your Custom Financial Roadmap
Together, we create a tailored cash flow forecast and scorecard with key metrics to track. This roadmap will guide your decisions.
Pillar 3: Implement Your Strategy
You will follow a step-by-step plan that focuses on improving your cash flow and profitability, giving you control over your finances.
Achieve Real Financial Clarity and Growth with Support and Guidance
Gain a Clear Picture of Your Business Finances
Identify where you are making your money, what's eating your profits, and where your opportunity is.
Find The Money
Take control of your cash flow and stop the profit leaks.
Make Data-Driven Decisions
Feel certain in your business decisions with no second-guessing.
Eliminate Financial Stress
End the sleepless nights and know that your cash flow needs are well-managed.
Forecast Your Sales
Have the tools in place to see clearly how much new revenue is coming and when.
Create a Culture of Performance
Create an incentive plan that aligns your team's pay incentives to your business strategy.
Dave Baldwin
Baldwin Systems
Take Control of Your Finances and Grow Your Business with Certainty
Dear Business Owner,
In 2007, I faced a turning point in my career. Burned out with the technology field, I decided to start my own business for the first time. I found myself quickly overwhelmed with new and unfamiliar challenges. I didn't recognize the new skill sets I needed. I struggled much more than necessary because I lacked a clear financial picture.
Over the next decade, I worked with numerous businesses in the capacity of a marketing copywriter. I began to realize that many businesses thought they had a marketing problem when the real issue was elsewhere in their business. I began to shift my focus into management consulting and eventually transitioned to accounting in 2017, and that's when I ultimately came to recognize the true role of accounting in a business.
- Accounting is much more than filing taxes or having something to present to the bank when applying for a loan.
- Just because financial statements are accurate doesn't mean they're useful.
- The role of accounting is to make business management clear, objective, and fact-based.
- The primary function of an accounting system is to provide a simple, real-time view of the critical KPIs.
I heard some of the same complaints from various business owners. They were confused by their financial statements and couldn't see any practical way to make use of the information. The problem gets worse as your business grows and you hire more staff. I understand how confusing it can be to run a growing business while wearing all of the hats. That’s why I created Unlock Financial Clarity—to help business owners like you get control over your finances and make smarter decisions.
I know exactly what it takes to go from financial chaos to clarity. My system is built on real data, and I’ll guide you every step of the way to ensure you have the tools and insights you need to succeed.
If you’re ready to finally take control of your finances and grow your business, let’s get started.
Unlock Financial Clarity Today
If you are ready to start building a new future for your business, let's get started.
1
Schedule a Clarity Call
Schedule a no-cost, no-obligation Clarity Call where I ask you some questions to learn about your business and your goals.
2
Build The Toolbox
We will equip you with the tools to make objective, data-driven decisions based on real-time financial data from your company.
3
Launch The Future of Your Business
With a clear roadmap at your fingertips, let's work together to create the business you always wanted to build.
Achieve Financial Clarity and Growth...Without Burning Yourself Out
Tap Into your true self, teach you to talk boldly, and shine brightly in every part of life, in only 4 weeks. Get ready to take charge, make friends, and chase your biggest dreams like a superstar!
PHASE 1
Foundation Building
In this beginning phase, we'll dig deep into your finances to get you a clear picture.
Accounting Review & Cleanup
We will start with a review of your current accounting practices and the current state of your books, and clean up the books if needed.
Cash Flow Forecasting
In this foundational phase, we will build out a simple dashboard to show you a 6-month view of your future cash flows based on current income and expenses.
Sales & CRM Review
With an accounting foundation in place, we will turn our attention to your sales pipeline and create a consistent way to gauge your future expected revenues.
PHASE 2
Performance Tuning
During the second phase, we will tune up the economic engine that drives your business, and show you how to set the critical profitability levers.
Job Costing
Do you know how much you make on each client or project? We will take a deep dive into your workflows and cost structure to determine where your profits are coming from.
Pricing Optimization
Armed with a clear picture of your profit by client and service line, will develop a competitive and profitable price structure.
Scorecard Development
We will develop a simple KPI scorecard to give you a clear and fact-based view of the financial health of your company on a daily basis.
PHASE 3
Scale & Grow
In the third and final phase, we start to push the gas pedal of profitability in your business and create a high-performing culture that grows to meet demand.
Performance Bonus Structure
We work together to design a compensation structure that aligns your team’s incentives to your business goals.
Role Succession Planning
This step is designed to possession your company for continuous growth by designing each position in your company for the ideal turnover cycle.
Mission & Vision Statement
With a foundation of data-driven decision-making in place, we will work together to create a vision for your company's future.
Schedule Your Clarity Call Today
Take Control Of Your Finances and Grow Your Business with Certainty
When you work with me, you’ll get personalized support that helps you finally understand your business finances, giving you the clarity and confidence you need to make smart decisions and grow your business without the stress.
Schedule a Call to Get Started Today
Get one-on-one support tailored to your business needs, giving you clarity from the very start.
Go Through the Process to See Immediate Results
Start improving your cash flow and make confident decisions with a clear, actionable plan.
Enjoy the Benefits of Financial Clarity
Feel the relief of knowing where your money is going and how to grow your business with ease.
Frequently Asked Questions
You can expect to see real improvements in your cash flow and financial clarity in just 90 days.
No, I break everything down into simple steps so you can easily understand your financials, even if you have no prior knowledge.
Yes, I actually prefer to work with clients who have in-house bookkeepers. I work alongside your bookkeeper to keep you equipped with the insights you need to make data-driven financial decisions.
That’s exactly why I’m here. I help you clean up your financial data and make sense of everything, no matter where we're starting from.
For the first 90 days, you should plan on spending about an hour per day, plus a 30-minute weekly call with me. I've designed this offer to make efficient use of your time. I will provide you with a list of clear action steps and I'll handle a lot of the heavy lifting for you.
I'll help you find the money. We'll work together to create a cash flow plan that will get you there one step at a time.
The Unlock Financial Clarity program is designed specifically for service-based businesses with at least 5 employees that have been in business at least 2 years.
I understand how deflating it can feel to look at your financials and not see a path forward. My role is to find the hidden gems and create a new path.