Contact us (424) 255-4044 to uncover and discover the hidden money in your business.

Build a solid foundation you can rely on, so your business can do what really matters. (707) 322-2259

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Boutique Financial Consulting

Having a personal CPA and CFO to accelerate your growth is priceless. Once your financial house is in order, you can leverage the power of combining two popular marketing strategies, social responsibility with strategic alliances to lower marketing costs while doing social good. Using a specialized in-house service, called Impact Alliances, we take you from idea to impact. We design the strategies, find alliance partners, manage the process, consult on the marketing campaigns, and spread the love to the communities on your behalf.

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Million Dollar CEO Makeover

If you want to make a bigger impact, you've got to get your house in order first. We offer boutique CPA tax & consulting services, along with a personalized 3-day Bootcamp for CEO-Business Owners. Learn how to gain control of your success through a Million Dollar Dashboard that can immediately be put into place to get you over the Million Dollar mark while building an inspiring culture and doing social good at the same time.

August 21, 2017

The Pathway to Financial Freedom

There are Five Phases a business owner must go through to reach the financial freedom they desire: Phase One: Develop consistent cash flow with a highly effective sales & marketing system Phase Two: Put the management tools in place so you can get back in the role of visionary leader Phase Three: Ensure your financial house is in order, you are on top of your numbers and properly managing the company risk Phase Four: Streamline, […]
July 24, 2017

8-Figure Joint Venture Deal

Recently, Sohail Khan just signed an 8-figure deal for his IP.  Over the years, he knew exactly how to build the value and position himself to be worth over $10m to another company. When you are a #MillionDollarCEO and you have a vision…it is possible to create a ton of value in your business. So much value in fact, that another business would gladly pay 8-figures to take over a highly profitable business, rather than […]
July 4, 2017

Battle of the CPAs – would you pay two CPAs to find out who gets a better result?

Battle of the CPAs – would you pay two CPAs to find out who gets a better result? This happened to me. Seriously! I had a client that hired me to do his tax return, but didn’t tell me until I was done that he had also hired another CPA because we wanted to compare the results. (I still chuckle every time I think about it). I’ve never hear of it before – it’s true. […]