A 360-Degree Approach to Financial Spring Cleaning

Tax season is behind us! What was your experience? Did you have everything you needed at your fingertips or were you scrambling to pull documents and records together?

The process of filing your taxes likely brought to light issues that exist with your financial records, and more importantly, your strategies and practices. Now is a great time to invest in some financial spring cleaning. Start by asking yourself the following:

  • Were your high-level financial documents accurate and in balance for 2018?
  • What is your current state of cash flow and do you have a cash-flow forecast?
  • Do you have both short and long-term financial goals and a strategy to reach them?
  • Are your financial goals aligned with your company’s vision and mission?
  • Do you have Key Performance Indicators in place? If so, are they being monitored regularly and acted upon?

If your financials are lacking in any respect, many areas of your business can be negatively impacted including profitability and growth. Perhaps you need to do a 180 where your financials are concerned. If so, look at it from a 360-degree perspective.  

The Minerva 360 BlueprintTMwas created with the business owner’s comprehensive success as its objective. It’s all about keeping your business momentum going…and growing! It begins with a “discovery process” during which your company’s most urgent needs, as they relate to your overall financial picture, are identified. We help the owner gain a comprehensive understanding of their financial position, develop a clear vision for where and how the company can grow, and provide specific tools for addressing various financial elements.

We can take it a step farther by helping business owners understand how their leadership style affects what is working and not working in the business. We do this through Minerva’s Energy Leadership Index (ELI) which helps you tap into your goals and motivations, and then provides you with customized tools to guide you in your unique decision-making processes. We then deliver customized financial and leadership strategies and methods that are essential for taking your company to the next level. Our support continues in a variety of roles – from keeping your books clean and up to date, to developing and implementing a detailed “blueprint” for growth and acting as an accountability partner to help you achieve your vision.   

It’s easy to get started. Take the Minerva 360 BlueprintTM Quiz at www.360blueprint.info. You’ll receive a personalized assessment, recommendations, and the opportunity for a complimentary follow-up phone call to dive into your results in even greater detail. To learn more, visit http://www.theminervagrp.com/ or contact us.