Startups • Small Business Owners • Acquisitions
Financial & Business Management Services
Services Provided
Financial Management
Business Management
- Financial Modeling & Analysis
- Cash Flow & Seasonality Tracking
- Forecasting & Performance Reporting
- Strategic Insights and Profitability Planning
- EOS/Traction Tools
- KPIs & Performance Monitoring
- Operational Efficiency Planning
- Best Hiring Practices to Build High Functioning Teams
Additional Services Provided
BUSINESS ADVISOR
Pam’s expert gaze zeroes in on your revenue streams, helping you build robust budgets, save costs, and supercharge customer satisfaction. Whether it’s product development, market expansion, or the intricate dance of mergers and acquisitions, Pam is your tactical guide.
FRACTIONAL CFO
Need a Fractional CFO or COO but don’t want to pay the high cost a full-time employee? Pam specializes in helping small business owners maximize growth & profitability. As a former Founder/CEO, she’ll guide you in a short time what it took her 30 years to learn.
EXECUTIVE COACH
Pam leverages her 2500+ coaching hours, gained after her own successful exit and acquisition, to guide you through leadership challenges, and avoiding common pitfalls. Her coaching immerses you in leadership development and uncovering your strength to help you build high-performing teams.
ORGANIZATIONAL STRATEGIST
Feeling overwhelmed? Are your books a mess? Pam breaks it down to get the finances working, plug the gaps in processes, and create a team environment where people actually want to show up and do their best.
GUEST SPEAKER
Pam shares her leadership development insights, helping teams gain quick traction with effective systems and processes. Her CEU-accredited seminars and workshops have already empowered over 1200 individuals across 56 cities.
MEDIATOR
Pam offers a cost-effective alternative to arbitration, ensuring smoother business transitions, be it development or dissolution. Her expertise minimizes expenses and fosters efficiency, creating a more streamlined and less adversarial process.
GROWTH MANAGEMENT SYSTEM
At the heart of every successful business is an exemplary leader. The best leader knows the secrete of any successful business is putting people first, building efficient processes, and being profit-focused. The other components that drive the business are the financial, sales, marketing, operations, follwed by capacity, and productivity levels. These, when working in sync with each other create the foundation on which to build and scale a viable and sustainable busines.
PEOPLE
PROCESS
PROFIT
Structure • Strategy • Systems
THE MIDDLE WAY LEADER
This book aims to empower you with invaluable tips, exercises, and essential tools to avoid the common pitfalls that jeopardize the success and longevity of your business. Learn the ‘The Twelve Principles of the Middle Way’ and find the balance between hard and soft skills to manage business more effectively for greater profitability. This book also focuses on leadership development to help you transform from a struggling small business owner into a successful CEO helping you to master the path between obstacles and opportunities.
