Signature Financial System

Once upon a time, I owned a company with my husband Hotrod—and I nearly ran it into the ground.

We were deeply in debt—and on a fast track to out of business.

Luckily, I had a great mentor who taught me how to run our contracting business with two key financial statements.

It changed our lives.

Not only did we finally know where the money was going—we also learned how to make more of it.

We began to pay our bills on time. Take a paycheck (woo-hoo!). And become profitable.

And that's what I want for you, too.

For the past 40 years, empowering contractors to take control of their financials has been my life's work.

The problem is, there is only one of me and so many of you—and I'm no longer doing consulting!

So when my dear friends Al Levi and Tommy Mello asked me if I wanted to create an online program to allow more people to learn this life-changing financial system from me virtually, it was a no-brainer. Heck, yes!

But, don't take it from me...

Discover the Power of Financial Statements: I'll show you (not just tell you) how to read, fix, and then use the information on your balance sheet and profit and loss statement to make better more profitable financial decisions. Don't worry: the math you do as a contractor is way harder than anything you'll encounter here. If you can add, subtract, divide and multiple, you've got this!
Fix Your Financial Mess: No matter how messy your books are, they can be fixed! I'll show you how to do that and what changes you need to make to keep things clean from here on out.
Keep Score with a 1-Page Financial Dashboard Report: I'll teach you how to use a simple "Financial Quick Check" spreadsheet based on your financials that tells you exactly where you're at—so you can take informed action—instead of waiting, or making decisions in the dark.
Get Your Team in On the Game: The best people to help you are those closest to the action. We'll provide examples of how your employees can assist you not only in bringing in more revenue but also in identifying expenses that could be trimmed and costs that could be cut.
Build the Right "Bean" Team: Is your accountant MIA unless it's tax season? Bookkeeper get impatient or defensive when you ask them simple questions? You will learn how to tell whether you've got the right people on the financial bus, and if not, who you need to hire instead.

Module 3: Your One-Page Profit Dashboard

You can totally run your business with the Balance Sheet, the Profit and Loss Statement plus a couple of key numbers.

And that’s what I was doing, too, until Hotrod got frustrated one day and asked if I could put just the key information he needed to know on ONE page. (Hotrod's a very smart guy!)

The result? The Financial Quick Check (FQC): a one-page dashboard of the critical numbers you need to look at on a weekly basis.

This report is low-tech by design — an Excel spreadsheet with some simple formulas—and we'll provide a copy of it that you can customize to your business.

You’ll use this report to:

The best way to clean up your books, including a proven process for straightening out any financial messes or irregularities you may have discovered.
Why you want to get your team involved and show them the numbers they can impact so they can help you hit your financial goals.
How to build a fabulous Bean Team—all the roles you need to help keep track of the financials as well as how to hire the right people and why you can never give up the role of Financial Manager.
What weekly meetings and daily habits you need to adopt to and how to maximize the productivity (and happiness) of your Bean Team—especially if one of them is a family member.
Exactly what you need to do as a Financial Manager to set your business up for success—no more guessing and way less stressing.

Tired of Asking...
"Where Did the Money Go?"

This Sound Familiar?