What changes when financial fluency becomes a shared skill.

We started working with you exactly one year ago. Our second quarter last year showed a $175,000 loss. Through our work, we showed our first profit in the second quarter since 2007. The return we’ve seen to date on our work with you is approximately $350,000. And, we haven’t hit the peak season yet. Wife is happy.

It was great to finally learn the basics of financial reporting from the ground up. I can now teach it to my key managers and leadership team. This has increased their participation in our decision-making process with everyone involved in finding solutions, implementing them and seeing results in real time in our financials.

As a responsible business owner who focuses on manufacturing and retail, I must prepare my company to thrive no matter the economic situation... I believe the analysis tools, skills, and accountability-mindset we learned are a built-in hedge against economic downturns as well as the regular ups and downs of every-day business.

My team members are aware of how their role makes a difference to the ultimate bottom line. We have generated more momentum than I ever thought was possible... We have improved our profitability by more than $1,000,000. So, with that, thank you and we look forward to the future possibilities of the program.

The improvement to our DSO (Receivable Days) for the period is $2,167,852.98 in improved cash flow – and cash in the bank. I’m very proud of my staff for their efforts.

That approx. $900,000 is hard savings, showing up in reduced costs on the P&L statements each month – in some cases under labor costs, supply costs, R&M costs, etc... The increased efficiency projects show up as cost reductions compared to objective production measures (direct labor $/pound produced, for example). Those are the Key Performance Indicators (KPIs) my team created to measure against objective denominators.

Working together with you, I have witnessed a shift in the business. My team is actually talking about the financials and their personal KPIs. They are not only concerned and cognizant of the financial situation, but they are talking about what they can do to correct and take action. Working with the Mindful Finance program is one of the best decisions I have made as a business owner... You have a way of taking the complexities of small business finance, and simplifying, adapting, and teaching the principles such that my team can understand and act.

You helped us turn something I and many entrepreneurs loathe into something I now enjoy and understand, along with my entire management team... Our financial statements are no longer just photos of the past. They are actionable documents that guide our decisions on so many levels and make the entire team responsible for the success and welfare of our company.