Smarter Business

Financial Guidance for Your Business

Are you ready to shift your focus from running day-to-day operations to finally executing big-picture and high-impact financial strategies? As a business owner, it can be hard to make the transition from working IN the business to finally working ON it. To reach the financial freedom, growth, and opportunity that attracted you to build your own business in the first place, you must replace tactical, reactionary financial moves with goal-aligned, preemptive, and strategic ones.

Smarter Business Platforms

Providing consultative planning to select high-net income/worth entrepreneurs on an on-going basis, thus allowing you to delegate, and instead focus your time/energy on other initiatives.

Outsourced CFO

Ideal for someone who:
➢ Would like another set of eyes overseeing their financial future
➢ Has a desire to become more financially organized
➢ Wants to delegate a portion of their finances to a trusted partner
➢ Likes a set time frame for communication

What you receive based on initial conversation:

➢ Quarterly meetings (typically 1 hour) to discuss accomplishments, initiatives, goals, and progress regarding the following:

Includes the Outsourced CFO Roadmap of accomplishments

Cash Flow Management
Timing and amounts
Additional liquidity reserves

Tax Optimization
Tax rates: now vs. later
Roth vs. traditional contributions

Protective Safeguards
Umbrella liability: cover punitive damages
Life insurance details
Coverage in case of disability
Estate planning documents
Will, health care directive

Efficiently Organized
Instant access to key documents, insurance policy information

Additional
Rental property acquisitions
Investment account allocations
Company retirement plan analysis and overview of options

Operational Mastery

Ideal for someone who:
➢ Meets all characteristics listed under CFO Platform
➢ Wants to run their business vs. having their business run them
➢ Has a desire to spend more time working on their business versus in it
➢ Would prefer their team to be self-managed
➢ Believes that sustainable growth and systematization is the key to scaling

What you will get:

➢ Everything in the Outsource CFO Platform PLUS…

➢ Quarterly strategic planning session with owner and key person
Set targets for the company
Create intentionality in your revenue targets
Close the gap between Visionary and Integrator

➢ Toolbox for strategic operation
Turn mistakes into learning experiences
Formula for process creation – strive for continued excellence

➢ Culture formula for key person to implement
Best practices for maintaining talent
Becoming a mission with a business vs a business with a mission

➢ Hiring guidebook
Make the hiring process simple as you grow your business
Training sources on customer care

Ready to take charge of your financial future and business? We’re here and ready to support you – And remember, it’s totally complimentary!

JOIN NOW

Why We Exist

The Smarter Business Program was created to help members gain insight and support to shift their focus from managing a business to helping them reach their goals. You don’t need an account with Sweet Financial in order to benefit from Smarter Business.

Learn More

Get More Out Of Your Business

Get a free copy of “How to Grow Your Business” to learn new tips and strategies to help you reach your goals and grow your business.

Download

Meet The Team

Our financial planners are professionals in business financial services. We’re passionate about educating business owners and entrepreneurs, encouraging them to take their business to the next level.

Our Team

Join the Smarter Business Newsletter!

...on-the-go financial consulting for the modern-day business owner.

For business owners who are ready to reach their financial goals and kickstart fast, sustainable growth in their business, the Smarter Business newsletter provides:

Proven Resources for Financial Planning
Valuable Tools and Insights Specifically for Business Owners and Executives
High-Level Training for Team Management and Systemization
Tips from Financial Professionals for Successful Scaling Strategies
Exclusive Invitations to Smarter Business Events