Entrepreneurial Accounting System
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Entrepreneurial Accounting System
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Black and white image of Everett with the studio in the background

Exclusive 1-on-1 Finance Team Coaching

  1. Achieve 95% efficiency through effective finance and accounting team mentorship. 
  2. Cultivate expertise which leads to increased profit margins. 
  3. Foster healthy leaders who contribute to the overall financial health of the organization.

REAL LIFE RESULTS from our Finance Coaching

Looking Beyond

Clear Reporting

Clear Reporting

“Working with you in our accounting mentorship makes me think beyond just doing a finance assessment; it truly enhances my understanding of our financial health.” - Vault Member

Clear Reporting

Clear Reporting

Clear Reporting

I truly appreciate how you present our financial assessment at meetings with such clarity. It greatly contributes to our understanding of our financial health, and your accounting mentorship is well received!

Proven Advice

Clear Reporting

Guide for the Future

“Once again, Everett creates great discussions about accounting mentorship, and his input has immense value to us as we assess our finance strategies and work towards improving our financial health. Thanks for all your advice over the years.” 


Charlie M.

Guide for the Future

Guide for the Future

Guide for the Future

I appreciate this work quite a lot, Everett. I believe this formalization of the role will really aid leadership in understanding its financial health better, as well as assist in guiding it into the future through effective finance assessment and accounting mentorship.

Keep Growing

Guide for the Future

Keep Growing

I have been empowered through accounting mentorship. I have been encouraged to grow in my role and take on new challenges. This experience has also boosted my confidence to share my opinion and trust in my HR and admin abilities. I appreciate that you allow me to explore new projects and assess our financial health through various initiatives.

What we Need

Guide for the Future

Keep Growing

I am very appreciative and respectful of the knowledge, skills, experience, and professionalism you bring to the table, particularly in the realm of accounting mentorship. Your insights into finance assessment are invaluable, and you truly contribute to the financial health of the business. You are exactly what the business needs.

Willing to Challenge

Willing to Challenge

Willing to Challenge

I’ve greatly appreciated Everett’s one-on-one conversations that both challenge and encourage me. He consistently helps problem-solve and spark new ideas from a senior organizational leadership perspective. His blend of financial intelligence, organizational insight, and a commitment to accounting mentorship has contributed significantly to my finance assessment skills. His willingness to challenge the status quo has had a positive and lasting impact on our financial health..........and he runs an excellent meeting.

The EAS Model with its 5 components

How Expert Finance Coaching improves your business

The 5 focus components in the EAS Model drive performance across the entire finance and accounting function. When we work on them together and in the right pace and order, the team elevates from cost burden to value contributor. 

Now Is the Right Time, if...

If you have the right HEART to build a healthy finance and accounting team, desire to achieve financial health as your business expands, and are HUNGRY enough to embrace accountability through coaching and mentorship, your business will flourish. When you're ready to get rid of the pain, hit the button and let's begin.

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Here's how it works

Flowchart of steps and support in 'In The Vault' EAS Coaching Model.

Why our Finance Coaching Model works?

ALIGNMENT

DIRECTION & FOCUS

DIRECTION & FOCUS

  • I believe F&A people are the number one in numbers - not a piece of software, not a spreadsheet, not AI. 
  • I believe F&A can be (actually needs to be) the internally trusted advisor to a business leader. 
  • I believe F&A teams do not earn enough credit for how smart they are and the value that they (can) add. 
  • I believe F&A people can help their CEO build amazing businesses by learning each others’ languages.
  • I believe F&A teams can change lives! 

DIRECTION & FOCUS

DIRECTION & FOCUS

DIRECTION & FOCUS

  • You achieve your goals by implementing projects; the projects are wide and varied. 
  • The drivers are all tested and they work extremely well when you implement them. 
  • I believe F&A teams can operate at 95% efficiency but that most operate at 50-60% efficiency. 
  • I believe F&A should lead all finance and accounting functions instead of just writing it up. 

email Everett

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