Profit and Growth Advisor. Ontario, Canada, and remote.
I look at where your money comes in and where it goes out. I find what is being missed. Then I stay and help you get it done, beside your accountant.
Tell me what is going on. I'll tell you honestly if I can help.
12 years in banking. I helped generate more than $500 million in revenue, savings and profit across pricing and product projects at TD and Scotiabank.
Sales are up. You are working harder than last year. And the money still goes down. When that happens, it helps to have someone look at the whole picture with you.
Words owners use in public posts. Not my clients. Maybe you have said one of them.
We start here. I look at your numbers and give you a list of what I find, each item with a dollar number. You pay me a share of the money we find. We agree on the share together, in writing, before we start.
How Find the Money works| Item | Found |
|---|---|
| Vendor contract that renewed on its own | $ ______ |
| Software nobody uses | $ ______ |
| Prices and discounts | $ ______ |
| Card fees and payment terms | $ ______ |
A list does not pay anybody. So I stay. I help your team do the work: vendors, contracts, software, prices.
See how I make it happenYour accountant keeps your books right. Your CFO sets the plan. I'm the chief of getting things done: the team that makes their plan happen.
For accountants and CFOsI spent twelve years in banking. I came to Canada from Mexico, started over, and worked my way up.
I thought I understood money. Then I learned what money really is.
Money is the stored energy of your work: your hours, your effort, your risk, saved for later. Good money keeps that energy. Bad money leaks it.
The idea came to me through Bitcoin, and orange is its color. That is why I call my way The Orange Way.
Money is the stored energy of your work.
You see where a client's money can be found. I make the plan happen. I'm the implementation team for your strategy. The client stays yours.
See how I work with accountants and CFOsAdvice That Worked is my show. Each guest tells the story of one big move: what they decided, what happened, and what they would do again.
No. I don't do books, taxes, audits or reviews. Your accountant does that, and I work beside them.
No. They keep their job. I help you decide what to do with what we find, and I help get it done.
For the first piece of work, you pay a share of the money we find. We agree the share together, in writing, before we start. After that, a fixed fee or a monthly plan, agreed first.
Neither am I, until I look. Book 30 minutes and I'll tell you honestly if I can help.
Book 30 minutes