Services

Donna teaches her clients that running a business is not only about earning a profit, but it’s also experiencing FREEDOM, and having FUN!. She shows entrepreneurs how to enjoy the fruits of their labor and with her unique Profit Recipe® how to grow and thrive.

Services

Donna teaches her clients that running a business is not only about earning a profit, but it’s also experiencing FREEDOM, and having FUN!. She shows entrepreneurs how to enjoy the fruits of their labor and with her unique Profit Recipe® how to grow and thrive.

What You Get

Build the Right Foundation

Strategic Planning

You've chosen to invest money, time, and sweat... Get off to a strong start and build a lifestyle into your business.
Build the Right Foundation
Make Profit Your Business

Virtual CFO

Get the financial expertise you deserve to achieve the outcome you want at a fraction of the cost of a full time CFO.
Make Profit Your Business
Make Taxes Less Taxing

Tax Planning

Making money is great, but it’s even better when you keep it. We know things you should know to help you protect your earnings from taxes.
Make Taxes Less Taxing

What You Get

Build the Right Foundation

Strategic Planning

You've chosen to invest money, time, and sweat... Get off to a strong start and build a lifestyle into your business.
Build the Right Foundation
Make Profit Your Business

Virtual CFO

Get the financial expertise you deserve to achieve the outcome you want at a fraction of the cost of a full time CFO.
Make Profit Your Business
Make Taxes Less Taxing

Tax Planning

Making money is great, but it’s even better when you keep it. We know things you should know to help you protect your earnings from taxes.
Make Taxes Less Taxing
Industries

Who Benefits

Consulting & Coaching

Construction & Renovation

Financial Services

Marketing Companies

Therapists & Counselors

Real Estate Investors

BUILD THE RIGHT FOUNDATION

Strategic Planning

You’ve chosen to invest money, time, and sweat into a business. Get off to a strong start and build a lifestyle into your business. Isn’t it why you’re in business in the first place? You will have a well-defined strategic plan with numbers and other critical information to support specific courses of action. This creates the foundation for improved decision-making, better productivity, plus accelerated revenue and profits.
Improving Profitability

Operate with a Profit Recipe. You’ll know how to run your business, deliver your products and services to your customers, and pay yourself with money left over for profit.

Planning Your Exit Strategy

Design and help to execute an operating and financial model for you to exit your company when you want to with the income to support the next phase of your journey.

Valuing Your Expertise

Identify value of your expertise. You’ll know how much money you can earn based upon the industry, competition and buyers, and how to set prices to receive your worth in dollars.

Maximizing Your ROI

Achieve your financial goals. You’ll have a plan on how to use time, money and other resources, plus manage your results to ensure you’re getting your desired ROI.

BUILD THE RIGHT FOUNDATION

Strategic Planning

You’ve chosen to invest money, time, and sweat into a business. Get off to a strong start and build a lifestyle into your business. Isn’t it why you’re in business in the first place? You will have a well-defined strategic plan with numbers and other critical information to support specific courses of action. This creates the foundation for improved decision-making, better productivity, plus accelerated revenue and profits.
Improving Profitability

Operate with a Profit Recipe. You’ll know how to run your business, deliver your products and services to your customers, and pay yourself with money left over for profit.

Planning Your Exit Strategy

Design and help to execute an operating and financial model for you to exit your company when you want to with the income to support the next phase of your journey.

Valuing Your Expertise

Identify value of your expertise. You’ll know how much money you can earn based upon the industry, competition and buyers, and how to set prices to receive your worth in dollars.

Maximizing Your ROI

Achieve your financial goals. You’ll have a plan on how to use time, money and other resources, plus manage your results to ensure you’re getting your desired ROI.

MAKE PROFIT YOUR BUSINESS

Virtual CFO

CFOs are not only for "big businesses"! A CFO can help you build a business that will provide the income, freedom, and lifestyle you want. In fact, the right CFO can help your small business become a big business – if that's what you want! You will have an experienced professional on your team providing guidance along with concrete financial information to help you make confident decisions and take bold actions based upon your vision, your goals and REAL NUMBERS.

Get accurate and timely data. You’ll know the results of your decisions and actions and can see whether you are creating wealth or losing money, time and opportunities.

Gain more freedom to choose. You’ll have systems and controls that will allow your company to operate efficiently during your absence providing you more choices.

Reduce your income tax bill. You’ll know the tax implications of every significant decision that you make, before you execute them. This means that there will be no surprises and more savings.

Keep more revenue in profits. You’ll position your company to produce its highest income by incorporating strategies to increase your top level revenue while minimizing costs.

MAKE PROFIT YOUR BUSINESS

Virtual CFO

CFOs are not only for "big businesses"! A CFO can help you build a business that will provide the income, freedom, and lifestyle you want. In fact, the right CFO can help your small business become a big business – if that's what you want! You will have an experienced professional on your team providing guidance along with concrete financial information to help you make confident decisions and take bold actions based upon your vision, your goals and REAL NUMBERS.

Get accurate and timely data. You’ll know the results of your decisions and actions and can see whether you are creating wealth or losing money, time and opportunities.

Gain more freedom to choose. You’ll have systems and controls that will allow your company to operate efficiently during your absence providing you more choices.

Reduce your income tax bill. You’ll know the tax implications of every significant decision that you make, before you execute them. This means that there will be no surprises and more savings.

Keep more revenue in profits. You’ll position your company to produce its highest income by incorporating strategies to increase your top level revenue while minimizing costs.

MAKE TAX LESS TAXING

Tax Planning

Tax planning for entrepreneurs and small businesses is not a year-end event. In fact, to reduce your tax burden legally and successfully, you must begin the year with a tax-saving mindset, and execute all year long. You won't have a year's worth of missed opportunities. Instead you will have earnings that you’ve protected from taxes which you can choose to reinvest in your business or keep for yourself.
MAKE TAX LESS TAXING

Tax Planning

Tax planning for entrepreneurs and small businesses is not a year-end event. In fact, to reduce your tax burden legally and successfully, you must begin the year with a tax-saving mindset, and execute all year long. You won't have a year's worth of missed opportunities. Instead you will have earnings that you’ve protected from taxes which you can choose to reinvest in your business or keep for yourself.

Big Picture Planning

Benefits of business ownership. You will reap the benefits of having a business that can provide personal tax savings, where allowable. Your business can help your tax status.

Year-round Tax Strategies

Continuous tax management. You will have tailored strategies to protect your hard-earned dollars from over taxation that we will implement and monitor all year long.

Experts Who Know the Law

Make tax less taxing for you. You won’t have to keep up with the constant changes in the tax laws. We will proactively assess any impact and advise you accordingly.

IRS Representation

Tax experts on your side. You’ll will not be afraid of the IRS like so many tax payers, because you won’t have to deal with them. We will represent your best interest in critical tax matters.

Big Picture Planning

Benefits of business ownership. You will reap the benefits of having a business that can provide personal tax savings, where allowable. Your business can help your tax status.

Year-round Tax Strategies

Continuous tax management. You will have tailored strategies to protect your hard-earned dollars from over taxation that we will implement and monitor all year long.

Experts Who Know the Law

Make tax less taxing for you. You won’t have to keep up with the constant changes in the tax laws. We will proactively assess any impact and advise you accordingly.

IRS Representation

Tax experts on your side. You’ll will not be afraid of the IRS like so many tax payers, because you won’t have to deal with them. We will represent your best interest in critical tax matters.

1 +
Years as a Certified Public Accountant
1 +
Years as A Corporate CFO
1 +
Years of Business Ownership
1 %
ROI

WANT TO BE ABSOLUTELY CERTAIN YOU CAN PAY YOURSELF WHAT YOU WANT?

Get My Five Key Numbers to
Transform Your Sales into Surplus
Without Financial or Tax Worries

WANT TO BE ABSOLUTELY CERTAIN YOU CAN PAY YOURSELF WHAT YOU WANT?

Get My Five Key Numbers to
Transform Your Sales into Surplus
Without Financial or Tax Worries

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