Dollars + Decisions Roundtable

A finance and operations strategy session for entrepreneurs committed to building more resilient, sustainable businesses.

Thursday, February 18th at 2pm EST

Are you ready to know EXACTLY what to do with every dollar in your business?

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If you’re like my clients, your business is doing well. You’ve built something great, you’re getting paid, you’re paying your team and you’ve got a decent pipeline of new leads coming through the door. Congratulations - that’s a pretty awesome accomplishment!

But every now and then, you get an unsettling reminder that maybe — just maybe — your financial house isn’t quite in order.

That might look like:

Your financial data is so scattered between various tools, spreadsheets, bank accounts, and random Notes App documents that it’s starting to look like a Jackson Pollock painting
Your sales goals go something like, “IDK, I just wanna make a lot of money?”
Your service and product pricing is based on numbers that may or may not have come directly from your own butt
You’re riding the Launchcoaster (and if your next launch tanks, you might be in big trouble)

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You KNOW if you could just get a handle on the money stuff, some BIG things might start to shift.

And… you’re probably right.

Because when you know what to do with every dollar in your business, then you know exactly what action to take to grow your business.

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Being a CFO and a data + technology nerd for 20 years, I’ve seen it all. I’ve managed annual budgets of $100M+ and run 375+ person departments. But I’ve also owned 4 of my own small businesses and worked with sub-$500K companies to help them build lean, automated businesses that are sustainable, profitable, and resilient. No matter the size of the company, the same problems always crop up -- and the key to fixing them is having a better understanding of how your business runs.

You’re invited to join me and an awesome group of business owners at the next Dollars & Decisions Roundtable.

We’ll talk about what’s working, what’s not working — and you’ll leave with a solid next step to improve your finances & operations.

Join me on Thursday, February 18th from 2-3 pm ET.

This event is free. Space is limited so please RSVP.

Join Us!