Advisory Services
Are you the captain of your business, or does it feel like your business is controlling you?
With your Bodhi Baseline complete, you’ll understand the quickest, most direct path to your goals. Now, we’ll put the numbers on your plan, benchmark where you are, and set monthly and quarterly goals. This clarity makes achieving your future business state a scientific formula versus a costly guessing game.
With customized CFO/Controllership Services, you’ll be able to figure out…
- Whether you need to cut costs or you need to develop a revenue plan. The answer might surprise you!
- Which of your business activities are maximizing your profits and giving you the best ROI
- If your processes are crippling your profits and what processes will help you optimize to increase your business
- If you’re on track to meet your three-, five-, and 10-year goals.
If the mere thought of not being able to work gives you anxiety, it’s a sign of a bigger issue. You can reach a new level of success if you get out of your own way and start working on your business instead of in it. We’ll help you get there.
Why your business should absolutely function without you
James, owner of a home improvement franchise in Massachusetts, reached out to discuss how he could grow his business and reach more clients. James and his wife bought their business nine years ago. Since then, he’s focused on the daily operations and she takes care of the financial side.
Why your business should absolutely function without you
James, owner of a home improvement franchise in Massachusetts, reached out to discuss how he could grow his business and reach more clients. James and his wife bought their business nine years ago. Since then, he’s focused on the daily operations and she takes care of the financial side.
When we met, James described how they’ve grown their business from a team of two (themselves) to 10 employees and over a million dollars in annual revenue. Although the size and scope of their business changed dramatically, the way they ran it was almost the same as when they started out
Even with a team, the couple continued working six days a week, managing every detail of the daily operations. Not only that, but nearly all of the businesses processes lived in their heads. When they were sick, they worked. When they thought about vacation, they decided it couldn’t be done without costing them the business.
They were right. If your business can’t function without you, you’re setting yourself up for failure.
We worked with James to get his business out of his head and into systems and processes that set him up for success. Now, he’s able to…
- Give up some of the control he thought he needed to have in order for things to run smoothly
- Gain a competitive advantage. Now James works on the business, developing new ways to grow and scale
- Enjoy a peace of mind they’ve never experienced before by relying on their team and using their skills to the fullest extent
- Plan an annual family vacation without the sickening anxiety that something will go wrong
“When your business grows in size and revenue, you have to change the way you operate. Failing to do so is like swimming against the current. The longer you try, the more exhausted you’ll get. Eventually, you’ll have to adapt and change, or give in and be taken under.”- Lisa Raiche, owner, Bodhi Business Advisors