1:1 Virtual Sessions as scheduled.
Confidence: You will become numbers confident by learning how to use your financial reports to maximize cash flow, leverage debt, and pay yourself competitively.
Profit Lift: By staying focused on your financial targets, you should expect to achieve a $25K-$75K+ net profit lift over the next 12 months.
Access As a monthly client, you'll be granted free access to the Profit Accelerator Community which includes bi-monthly meetings, collaboration, and accountability.
Courses (plus) Live Workshops You'll be granted access to the training videos, worksheets, and templates that accompany the Live Workshops to enhance your learning experience.
$5,000 Cost includes...
30-Day Sprint - We will work 1:1 to build out your 3 year Financial Forecast.
Financial Reporting - You will learn the three key financial reports to run your business on a monthly basis
Accounting - I'll work with your existing accounting and bookkeeping partners (or suggest new relationships as appropriate) to ensure you are getting timely and accurate data to make profitable decisions.
Full access to course video trainings, recordings, templates, and worksheets.
Bi-Monthly virtual group sessions to include peer collaboration, accountability, training, and live Q&A.
Online support and community engagement in our private, invitation-only Profit Accelerator Community.
$1500 monthly
One on one coaching
Expert-led training
Comprehensive curriculum
Topics Covered
Cash flow management
Financial management
Debt management
Exclusive Community of like minded entrepreneurs
2 Calls per month
90 Days Trial
$250 monthly value
It was wonderful working with Patrick and having an objective look at the health of my business.
Nancy McMahon, DPT
Owner, Ascend Physical Therapy & Wellness
I had a great experience working with Patrick. I highly recommend working with him for not only his professional experience but his personal touch.
Liz Thibodeau, President
Thibodeau Media Group
Patrick helped me gain an understanding of how to use my monthly P&L to build a forecast, build up a cash reserve and increase profitability.
Chris Holcomb, CFP
Owner, Heritage Financial Advisors, LLC
Highly recommend Patrick to anyone searching for assistance in budgeting, cash flow analysis, and banking referrals.
Rick Miller, President
Zeskind's Hardware & Millwork