Julismiles!!
Financial Leadership Expert
CPAs & Equity Partners - keep your sanity!
Julismiles will show your clients your true value!
They will be happy to pay you!
CPA to CPA, what is your vision for your practice?
Do you enjoy keeping track of your clients' receipts?
Do you long for the next client to walk in the door with a shoebox?
Is this why you studied hour after hour to become a Certified Public Accountant? Have you spent year after year and dollar after dollar on CPE courses to be considered a commodity by the market at large?
Are you tired of fighting clients for payment of the smallest invoices any professional service provider has ever seen?
If your actuals a
re not meeting your expectations, I can help you market yourself as the great value creator that you have always dreamed of being. No longer will you sit on the receiving end of what ever comes your way...FINALLY! You will proactively attract clients who appreciate you for the sophisticated financial guidance you specialize in! This is YOUR time!
Are your current daily tasks aligned with your expertise? By aligning with your friendly-neighborhood Financial Leadership Expert, you will have more time on your hands to, well,
do what ever you want!
do what ever you want!
Do you even remember why you first started your own business?
Rejuvenate yourself in what have dedicated your life to doing!
Don't settle for being a financial historian! Now, you can focus on the future by devising more strategic plans for your favorite clients! Go for the gold! You have earned it!
Juli is a dynamic
speaker! She has brought accounting to life. For the first time, I
understand income statements and balance sheets.
- Susan Debin, M.D., Board Certified Family Physician at Susan Debin, M.D., and
Associates
How is the Private Equity Business going?
Have you been re
viewing your investee's most reliable financial reports? Or have you been rolling the dice and hoping for the best? How sophisticated are the business owners with whom you have been working? Have they been able to provide the kind of detailed financial information that that you require to make a sound investment decision? Do you find yourself asking, "How do I know for sure they are being good stewards of my money?" How much more joy would you have in your day if you were working with clients who knew how to talk the money talk before they walked the money walk with your funding?
In your process of developing the strength of distressed businesses, sometimes you discovered that
- there was no market for the product or services the companies were selling.
- the company was not able to maintain sufficient cash balances.
- the management team was not qualified enough to run a company of this nature or any nature, for that matter.
The Gift of Financial Leadership Coaching!
Think of it as protecting your investment. If you had the time to coach them yourself,
what would you want your clients to know?
- Nancy Ballenger, Senior Vice President, UMB Bank
what would you want your clients to know?
- Would you teach them about strong fundamental financial relationships?
- Would you make sure they knew the ratios that you consider to be the most important for their company?
- Would you coach them one-on-one on their ability to speak properly the language of business?
Juli puts accounting into terms every business owner can understand.
