How I Work With Owners

The initial consultation is done over 2 meetings.

In the first meeting we get to know each other. I discover the areas you want us to focus on, where you company is now and where you want it to go. This meeting generally takes two to four hours.

If the time we have spent together warrants, for you and for me, at the end of the first meeting I pick up four years of your P&Ls and Balance Sheets. I analyze them over a 7 to 10 day period and bring back the reports of what I find for our 2nd meeting.

In the second meeting we review the reports and see where your financials say you are and we look at the gap where you want to be. I show you my suggestions on what steps to reach your goals. This meeting generally last about two hours. At the end of that meeting you let me know if I have addressed the areas you wanted improvement.

The charge for the two in person meetings, the reports I created from your financials and the suggestions to reach your goals is $1250.

At that time you can chose to use my services on a monthly basis. For a one hour meeting each week the charge is $500 per month. This also includes phone calls through out the week for any issues which may come up for you.

Many of my clients also use me on a project basis. Here we decide what you want to accomplish, how long you want it to take and what my fee would be.

If you have any questions feel free to give me a call at 813-412-4379 or email me at