Financial Strategy & Cash Management
wondering where your money went?
The number one reason why businesses fail is due to financial hurdles. Cash is the lifeblood of your business. Do you know where your money is going? Are you accurately projecting cash flow for the future? Have you prepared for a downturn or a growth period? If not, it's time for a plan.
Money can be an uncomfortable topic. Many people don't want to look at their finances much less get extremely clear about where every dollar is going. But here's the thing - there is peace and power in the knowing. If the thought of analyzing your business and/or personal finances feel overwhelming, let us help.
Together we will:
- Prepare an analysis of past and current spending
- Create a budget that aligns with your values
- Set financial goals that have you prepared for the future
- Review tax saving strategies unique to your business
- Project cashflow and model scenarios
- Implement a cash management system that creates ease and confidence
Services start at $1,500/Month - Contact us for a customized quote
The number one reason why businesses fail is due to financial hurdles. Cash is the lifeblood of your business. Do you know where your money is going? Are you accurately projecting cash flow for the future? Have you prepared for a downturn or a growth period? If not, it's time for a plan.
Money can be an uncomfortable topic. Many people don't want to look at their finances much less get extremely clear about where every dollar is going. But here's the thing - there is peace and power in the knowing. If the thought of analyzing your business and/or personal finances feel overwhelming, let us help.
Together we will:
- Prepare an analysis of past and current spending
- Create a budget that aligns with your values
- Set financial goals that have you prepared for the future
- Review tax saving strategies unique to your business
- Project cashflow and model scenarios
- Implement a cash management system that creates ease and confidence
Services start at $1,500/Month - Contact us for a customized quote
Let's work together
CFO Solution
Need a hands on financial partner to help you grow?
We provide financial planning, guidance, and cash management to help you achieve your business and personal goals. Think of us as the financial partner you look forward to meeting with regularly. No more intimidation. No more feeling overwhelmed. When you have a complex financial question to ask or decision to make, you have a partner on your team.
We're here for:
- Liquidity Forecasting and Budgeting
- Clear, clean financial systems to maximize profits and eliminate the cash crunch
- Monthly Financial Review and Strategic Planning
- Bank and Lender Relationship Management
- Monthly Bookkeeping & Account Reconciliation
- Tax saving strategies unique to your business
- 1099 Preparation
- Back Office Tasks - Invoicing, Payroll, Payables
Services start at $3,000/Month - Contact us for a customized quote
Contact us
The most important gift is recognizing someone’s talent and giving them the opportunity to thrive.
Meet Amanda Peeler, Founder of The Aligned Strategy
After spending over a decade in business working with management teams and a vast amount of funding across multiple industries, Amanda realized something. She wanted to change the way business was done. The Aligned Strategy exists to help busy entrepreneurs and business owners align their business and financial strategy with their values, vision, and mission. So they can take control of their businesses, achieve their desired outcomes, and enjoy the freedom and flexibility they deserve.
