Get to 95% efficient.
Become experts to increase profit.
Create healthy leaders who add value.
My vision is to see F&A teams flourish by gaining resilience, adding value to the business, and becoming experts in their industries.
My own entrepreneurial journey began decades ago and took me down the road of finance and accounting. Over the years, I've developed specific systems and models that not only helps the F&A team become world-class, but ensures leadership benefits from finance health.
Here is my cutting edge, fully-designed and executed finance mentorship program for your finance and accounting team.
For CEO’s that want a world-class, healthy finance leader but are uncertain how or too busy to build the system, In The Vault orchestrates healthy growth in all the key finance target areas.
Struggling to know where to start? Dive into these free resources to understand more about your healthy finance metrics, what we work on In The Vault, and how to become a great finance leader today.
I'm 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.
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. Great finance leaders do that.
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. This is healthy finance.
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. That's the experience of a finance leader.
Ultimately, a CEO mis-aligned with their CFO or Finance Leader has disastrous results. I 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.
I'm also available for private matters (personal coaching) when the need arises. That means unlimited access direct to me, all with no limit and no surprise additional charges.
I 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 an empowered finance leader and these components 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 experts
I believe in the 5 stages of the EAS GrowthMap and as your finance mentor, I 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.
My team has deep expertise in a variety of areas, including process improvement, change management, financial management, and more. I bring a wealth of experience and knowledge to every group, every session, every call, every tool, and every day; riven 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.
I will send you an email with calendar link and required info before our first call. Looking forward to your new profit, efficient team, confidence in the numbers and healthy finance!