Get your team to 90% efficiency = Positive ROI
Make 25% more profit year-over-year
Increase value of your business >10% per year
We're organizing the next In The Vault group and don't want you to miss out. Join other finance and accounting teams from across the country on a journey of healthy finance and new efficiencies!
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Applications are complete for our last group. Get on the wait list or enquire about the next group with a quick note.
We are pleased to introduce a cutting edge, professionally designed and executed mentorship program for your finance and accounting team.
For CEO’s that want a world-class, healthy finance function but are uncertain or too busy to build it, In The Vault combines healthy growth in all the key finance target areas with the mastery.
100% strong data coming through your business on a strict reporting schedule.
The goal is that cash flow models are +/- 1% of forecast when normalized for unusual events.
We aim to get these < 1 week after period end so you can move ahead with great data.
Your capital structure is healthy and balanced, so that relationships with lenders of all types is strong and desirable.
Everyone knows the product mix precisely and which resource allocation provides the greatest profitability to the business.
Always available, always ready to give you insight about what's going on in the business, whether you're close at hand or in a distant land.
Ultimately, a CEO mis-aligned with their CFO or Finance Leader has disastrous results. We get commitment from both that they are on board with the improvements, projects and drivers that are proven in world-class finance systems.
We set alignment right from the start, and then keep it ongoing using routine momentum calls and feedback loops.
This is the heart of In The Vault.
Coaching occurs during our face to face sessions with accountability, learning, sharing and planning. Then it compounds with momentum calls and 1-on-1 finance mentor calls so we're never letting our guard down on progress.
Along with the formal parts of the healthy finance program, your Finance Leader get access to our member community, free tools and advice, and shared IP with your colleagues.
We are also available for private matters (personal coaching) when the need arises. That means unlimited access direct to me and your team, all with no cap and no surprise additional charges.
We focus on the 5 Key Subject Areas so that all the healthy finance components are developing at the right pace.
To achieve healthy financial growth, every business needs these to be working together at all times:
Capturing value from admin functions
Balancing the treasure now and forever
Data for profit, clarity and joy
Optimizing resources to be their best
Developing organizationally around great finance
We believe in the 4 stages of the EAS GrowthMap and coach through them in order to achieve the most efficient results for your business and your team.
We start with the Core of your business (Foundational) and guide you through the key drivers to perform at this level.
Next we dig deep into the Roots of your business (Formative) to build on the Core and start to see more efficiency, value and profit.
Later in the program we tackle the Reach (Orchestrate) and the Rattle (Optimize) where the momentum is spotlighting innovation, global expertise, and integrated value.
Our team has deep expertise in a variety of areas, including process improvement, change management, financial management, and more. We bring a wealth of experience and knowledge to every group, every session, every call, every tool, and every day. We are driven to help you be successful.
10 Best Questions asked by CEOs
To the growing CEO, finance and accounting are sometimes foreign and uncertain, other times passionate and driving. Here are the top 10 questions CEOs ask about In The Vault and Everett's answers.
Struggling to know where to start? Dive into this resource to understand more about your metrics and how they impact not only your performance, but also your mindset and culture.
I will send you and email with calendar link and required info before our first call. Looking forward to your healthy finance!