Get a 'go-to' financial guide to lead you to business success
We help business owners follow the one clear path to generating more cash in their business. All for one flat monthly fee.
We track your profit and cash flow each month
We analyze what's working - and what's not each month
We meet with you each month and give you a clear way to understand the performance of your business AND an action plan of the most important next steps to achieve your goals.
What we do
Get Unstuck & Grow Your Business
Running a small or medium sized business is hard. Does this sound like you?
Your business relies on you, or it all falls apart.
You're in a Catch-22. You want to grow your business but need cash to do so; but you can't get more cash without growing your business!
You don't have a simple way to know what's working - and what's not working - in your business.
You don't know what to do to have a growing and more profitable business.
Our financial advisory services are designed specifically to help business owners like you navigate the complexities of managing your business finances while simultaneously helping you achieve your business and personal goals. We work with you to create a customized financial plan that aligns with your unique goals and aspirations, whether that's expanding your business, buying a new home, or saving for your children's education.
How we do it
The One Clear Path
01
We will talk through your personal and business goals and then set profit and cash flow targets accordingly.
02
We will evaluate the current state of your business by reviewing the key cash flow drivers for every business.
03
We will forecast where we anticipate you are headed based on your historicals and your future plans.
04
Each month we'll provide a simple one-page "scoreboard" report that clearly shows you what is going right and wrong.
05
During our monthly call, we will review the most important next steps you need to take to hit your targets.
06
You and your team execute on the plan. You will have us at your side to help you every step of the way.
About Us
Kris & Stephanie
Kris and Stephanie are a husband and wife team committed to helping businesses succeed. With a Bachelor's degree in Mathematics and a Master's degree in Learning, Design, and Technology, Stephanie brings a unique skillset to the team. She has a knack for numbers and a passion for simplifying complex information.Kris has experience in retail management and a Bachelor's degree in Project Management. He has a passion for helping business owners achieve their goals and realize their full potential.Kris and Stephanie are both QuickBooks ProAdvisor certified and are Zoho Finance Partners, equipped with the tools and knowledge necessary to help businesses of all sizes succeed.Despite their busy professional lives, Kris and Stephanie are also dedicated parents to two young boys. They understand the importance of balancing work and family life as well making your business work to achieve your personal goals.
Our Services
What we can do for you
CFO & Advisory
CFO and Advisory services are our bread and butter. We take you through a step-by-step process to achieve your financial goals and partner with you to help you succeed on this journey.
Bookkeeping
For additional support, we can help get your finances in order with monthly bookkeeping services including categorization of transactions, reconciliations and running monthly reports.
Workshops
We host various workshops to help you start the process to get on track with your finances and on your way to achieving financial success. Watch our latest training Own a Machine. Not a Job.
Helpful Information
Resources
Check out some resources we've prepared to help you be more successful.
Get in touch
Contact Us
We know that each business has its own unique set of needs. Use the form below to tell us more about your business, needs, and concerns, and we will be in touch about advisory or bookkeeping services.
In your inbox
The Financial Navigator
Sign up for our newsletter by completing the form below.
Downloads
Transform Your Business into a Money Making Machine
To have a growing and successful business you need to transform your business into a money-making machine. If you can do this, you’ll have a financially successful business that you own instead of you owning a high-demanding and low-paying job.
Three Steps to Financial Stability
One common reason that businesses fail is due to cash flow problems. This guide walks through three steps to look at your past, present, and future financials to create stability in your business and help avoid this pitfall moving forward.
Mastering Your Business Finances
Whatever business you’ve started, you more than likely got into it because it’s something that you’re passionate about. But that is only part of the equation. You can have all of the passion and drive to get things done and grow your business, but if you don’t have financial health, at the end of the day, your business will not survive.
Thanks! Your Booked!
Thank you for booking a call with us. We can't wait to meet with you! If you have any questions prior to our call, shoot us an email at hello@newlightfs.com.
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Mark your calendar: Add our meeting to your calendar or task list so you don't forget about it later.
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Before You Go
Did you know we have a video podcast? You can find more great information to help your business by listening in to the conversations we are having with experts in various industries.Use the button below to check it out and don't forget follow us on YouTube today to stay informed when we release new episodes!
The Financial Navigator
Our mission is to help business owners feel confident with their finances. In this newsletter, we'll provide you with valuable info so you can move from feeling overwhelmed and stressed about cash to feeling like a CEO, making decisions driven by the numbers.What can you expect from The Financial Navigator?
Actionable Tips: Practical advice to boost your revenue, profit, and cash flow.
Client Success Stories: Real examples of businesses transforming their financial health.
Expert Insights: Advice and recommendations from industry leaders.
Exclusive Resources: Tools, templates, and guides to simplify financial management.
Complete the form below to sign up!
Thank you for signing up for our newsletter!
Check your inbox for the best tips, stories, insights, and resources to help you run your business like a CEO, making decision by the numbers.If you don't see our email in your inbox, it probably got mistaken as junk (a mistake indeed!) so be sure to check your spam folder as well.While you are at it, add hello@newlightfs.com to your VIP Best Friends list (or just mark as "not junk") so you don't miss any other free gifts and important updates we send your way.
Before you go
Did you know we have a video podcast? You can find more great information to help your business by listening in to the conversations we are having with experts in various industries.Use the button below to check it out and don't forget follow us on YouTube today to stay informed when we release new episodes!
Turn your Business into a Money-Making Machine
Your business is a machine and like all other machines, it has a purpose. And the purpose of your machine is to make money.If you can do this, you'll have a financially successful business that you own instead of owning a high-demanding and low-paying job.To make money, you need to improve 16 financial drivers in your business. Each driver impacts revenue, profit, and cash flow.In this eBook, we'll reveal the 16 drivers you can use to transform your business into a money-making machine even without being a financial expert.
Simply fill out the form below and we'll email it to you!
Thank you for watching
Thanks for taking the time to listen into The CEO Playbook workshop where I talked about the four steps to boost profits this quarter.What I covered:
The 5 biggest challenges facing 90% of all small businesses.
Why profit is more important than revenue AND why cash is more important than profit.
4 key steps to go from feeling overwhelmed, stressed about cash, wondering "where'd all the money go" to feeling confident, knowing that you're running your business like a CEO, with the numbers driving your decision making.
As we went through the training, I showed you a resource that you can use to start implementing everything I discussed into your business right away.I want to share this valuable resource with you!
Simply fill out the form below and we'll email it to you!
Own a Machine. Not a Job.
In this free training, you'll learn:
Why most businesses fail.
The difference between a business that's a machine vs a business that's a job that you happen to own.
The three sources of money for every business.
How to get back control (of time and money) from your business.
Why most business owners make less than $100k in income.
The 16 drivers that drive revenue, profit and cash flow in every business (that you need to watch like a hawk).
About the training
The Three Traps
There are three traps that most business owners find themselves in:
Trap #1: You're working too hard and making little money.
Trap #2: You're stuck in a Catch-22. You want to grow your business, but you need cash to do so. However, you can't get more cash without growing your business.
Trap #3: You are the business. If you take two weeks off, a week off, or even a day off, your business doesn't run as smoothly.
How to Escape
Business owners can escape the business owners' trap by growing a money-making machine. This means that your business is:
Becoming more profitable each year.
It’s producing consistent cash flow on a regular basis.
It’s owner is working on the business instead of in the business.
To have a successful business (however you define success), you need one thing: a business that's a money-making machine.To be able to sell your business one day for top dollar, you need one thing: a business that's a money-making machine.
To be able to take home more money and have more control over your time, you need one thing: a business that's a money-making machine.
Go From Owning a Stressful Job to Owning a Successful Business
Think of your business as a machine. And, your machine has one job: to make money. Businesses that are great at making money can:
Re-invest back into their business (e.g., hire more people, do more marketing).
Expand their business.
Allow you to be a true CEO instead of owning a stressful job.
Allow you to take out more cash from your business each month.
However, businesses that are not great at making money:
Eventually go out of business.
Constantly struggle to grow.
Have an owner who is consistently stressed out, overworked and underpaid.
Sadly, most businesses are not great at making money which is why 50% of all businesses never make it to their fifth birthday.
Simply fill out the form below and we'll email you access!
Thanks, Entrepreneur! We sent a copy to your inbox.
It's on its way to your inbox, so keep an eye out. If you don't see it in your inbox, it probably got mistaken for junk (a mistake indeed!) so be sure to check your spam folder as well.While you are at it, add hello@newlightfs.com to your VIP Best Friends list (or just mark as "not junk") so you don't miss any other free gifts and important updates we send your way.
Before you go
Use the button below to connect with me on LinkedIn. Send me a message letting me know how you found me and you'll UNLOCK some additional resources.But, shhhh.... I typically only give these to my paying clients - but for a short time YOU can gain access. Hurry before we change our minds!