The process begins with a general audit on all financial working capital processes. We can do this in about 60-90 minutes in a conference room. I make recommendations based on two decades of analyzing companies financial programs. Then we systematically plan the best financial and treasury options for you and work toward their implementation. I stay engaged to coach and measure our success.
I bring you over two decades of consultative services, relationship management, client and employee training, executive level management, and corporate event production on a national level.
I have worked with every size of company from Fortune 50 companies including JP Morgan, SpaceX, American Express, Disney, U.S. Bank, Waste Management, to hundreds of SMBs.
Services include: Working capital consulting, treasury service strategy, A/P and A/R optimization, go-to-market launch events and trade show production, training course design and management, building and coaching presentations, and unbiased analysis of holistically cash management cycle.