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CONSULTING SERVICES

     It may be time to develop financial

strategies to manage your company's finances

 

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HI, I’M PATTI

 

 With 25 years of experience as a successful Financial Strategist, CFO, and CPA,

I specialize in transforming businesses into highly profitable enterprises through strategic financial management and advanced financial modeling. Imagine never having to worry about your finances again!

My passion lies in propelling small to mid-sized  businesses to new heights. I’m dedicated to helping business owners like you optimize profits and gain a comprehensive understanding of financial management strategies.

Many businesses lack the tools to fully grasp their profit and loss sources, relying solely on their teams and basic income statements. This often leads to missed opportunities and unresolved issues.

I provide the expertise and tools necessary for a deep dive into your financials, enabling you to understand exactly why you’re making or losing money. With this knowledge, you can swiftly address and fix problems, leading to a complete business transformation.

Ready to transform your business and achieve unparalleled financial success? Let’s get started! 

Contact Patti

 Services we offer..

for Service & Resellers

Small to mid-sized Businesses

 

CFO ON DEMAND
Daily Rates Available

Hire a dedicated CFO to review your accounting processes, financial systems, and overall strategy. With over 25 years of experience mastering business finances, we provide expert insights to optimize your operations and support your business growth.

Our services include:

  • Budgeting and financial planning
  • Implementing and optimizing financial software systems
  • Designing financial frameworks tailored to your business

Having an experienced CFO’s perspective ensures your finances are robust and aligned with your goals.

Take charge of your finances today

Daily Rates: $2,000 - $3,000, depending on the expertise required.

Contact us now to schedule your CFO-on-Demand services and empower your business with expert financial guidance.

 

 

CONTACT PATTI

GENERAL CONSULTING  

Grow your business with expert advice.

Struggling with accounting headaches?

It's time to get help.

Sometimes, you just need someone to talk to,

a CPA to call for advice or guidance on best finance practices, another opinion, or just some insight.

Having another set of eyes to bounce ideas off can provide comfort and clarity.

Maybe it's time to take action.

Our hourly rate varies from $100 to $300, depending on the level of experience required
   

Training and Mentorship

Seeking mentorship and training for your management team to understand key metrics and identify areas of focus on your income statements?

We're here to provide tailored training sessions and agendas.
 
CONTACT PATTI LOWES

FINANCIAL MODELING SERVICES

Customize Income Statements & Other Reports

If you're ready to maximize your business's profitability, let's explore how optimizing your income statement can revolutionize your financial success! Whether you have capable staff to implement the new design in your accounting system or prefer a more outsourced approach, we're here to assist.

We can set it up for you or guide you through the process, ensuring your financial reporting meets your exact needs.

Prices typically range from $1,000 to $10,000

  

 

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FINANCIAL TOOL WIZ.. Course 

COMING SOON

Introducing "The Ideal Income Statement" Course

Ready to eliminate anxiety and achieve peace of mind with the optimal income statement for managing your business? Gain a crystal-clear snapshot of all key numbers to effectively run and optimize your profits.

This guided, step-by-step course includes comprehensive templates that provide all essential setup components. Simply apply these templates to initiate setup in your system, complete with the required new GL accounts.

Keep it simple and remove the frustration of reinventing the wheel

 

LEARN MOORE

Small to mid-sized business owner, this is for you if you WANT:

  • A crystal clear picture of your company’s financial health without the guesswork.
  •  To be confident & make decisions that drive profits & reduce costs and increase profits.
  •  Easy, simple statements that anyone can understand.
  •  To know  profitability on for each major product line, & have the ability to compare it to the past, and future.
  • Recognize any problems, and have the ability to fix them promptly.
  •  To measure the success of your sales force.
  •  To understand what works great! So, you can focus your sales efforts on the most profitable areas.
  • You need separate income statements for each location or division. 
  • To understand the Total Cost of Sales.  Past & future.
  • Operational income statements, centered around numbers managers can influence control. This enables them to swiftly identify and address challenges. "improving profitability”.

 

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Investment options...

for service & resellers

 

GENERAL CONSULTING 

 

Our hourly rate varies from $100 to $300,
depending on the level of experience required
 
LEARN MORE

 

CFO on Demand,

Daily rates available 

 

Our daily rate varies from $2,000 to $3,000,
depending on the level of experience required

Design your Income Statement templates, to fit your business perfectly.

 
Prices typically range from $1,000 to $10,000
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Design & set up the optimal Income Statements in your Accounting Software.

 

Pricing typically ranges from $2,000 to $20,000

 

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I AM READY! SIGN ME UP
Pricing varies based on the complexity, level of experience required and scale of your business, as well as the number of locations.

Geared up for the next year? 

Kickstart the new year with financial clarity and defined goals!

Start by mentoring your staff with clear financial objectives and targeted performance metrics,
making it easy to evaluate and achieve success

Small to mid-sized businesses

have these

common concerns 

 

Not having enough cash - 

  • Need to speed collections
  • Paying suppliers too quickly. Consider scheduling your accounts payable payment to once a month, communicate this to your suppliers, this will improve efficiencies through scheduling

Training new staff

Negotiating credit facilities and understanding bank requirements.

  • Wouldn't it be beneficial, to have someone who thoroughly comprehends how banks operate, to assist with negotiating credit facilities and understanding their requirements? 

Finding it challenging to gauge your compliance with bank covenants,

  • consider implementing a monthly in-house report to help you stay on track.

Struggling to set up accounting software to get all the necessary information extraction.

Having someone to bounce ideas off of without costing a fortune!

 

Giving your finance team someone to call to bounce ideas off is invaluable. So you don’t feel like you are on an island of your own. "take back your Peace of mind”

 

We are here to help!

You've got questions, I've got answers:

I help businesses with sales over $5 million 

optimize their profits and gain control over their finances with peace of mind.

 

 I’m a successful Financial strategist “CFO” and “CPA”

 

With 25 years of experience helping businesses manage their finances, from creating Financial Models to drive extremely profitable business, to establishing best practices to drive profitability, while protecting shareholders' assets,

so they never have to worry about finance again!!

 I have taken everything I have known as a hands-on controller, CFO, and CPA and channeled it into helping high-level owners, manage their accounting and finances with a special focus on reporting and understanding their numbers.

With an intense passion for applying my expertise in fueling the growth of mid-sized businesses, my goal is to help them optimize profits and grasp a thorough understanding of their financial metrics 

 I have encountered many businesses without the tools to grasp the sources of their profits or losses fully. Owners were often relying solely on their team to manage their jobs, hoping that was enough.

 They had very basic income statements, they needed help to do a deep dive into why they were making or losing money!

We are here to Help!

 
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