Good Deals
Opportunity meet Responsibility
Solving finance with visionaries in sales, marketing, value creation and value delivery.
Strategic Financial Fiduciary Partners
We are a specialized firm who works specifically with high agency business owners and managers.
Our core service offering is a Strategic Financial Fiduciary Partnership (overseeing bookkeeping, payroll, AP / AR, asset, tax, time and data management) delivered transparently by trained professionals learning with you and written into a compelling story of successfully attaining your goals.
We see clearly together - Financial Visibility
The first part of the partnership starts with accounting and cartography - making maps of the business flow. These maps will form the basis for structured understanding to guide focus. In this process we will map out your business into simple arithmetic. We collect data and work with analysts and your team to turn data into information. These models are tied to specific tasks and systems to track the results and understand the core drivers of the business. We combine this understanding of the business with the goals that you, the business owner or executive leader, have set.
Audit Historical Revenue, Expenses & Costs
Collect and Optimize for Managerial Accounting
Time Studies
Expense, Accounts Payable, Accounts Recievable Policies
Project & Capital Budgeting Exercise
Core performance metrics - revenue per day, revenue per person, profit per person, productivity measures, billing measures, etc.
Batteries included…
We've worked with dozens of administrators, CPAs, and bookkeepers and can provide services or work alongside existing ones depending on the scope and complexity of your business. We will take responsibility for your finance department but it will be YOUR finance department.
Bookkeeping & Payroll Services
Tax Planning & Strategy
Finance & Management Reports
Open Source Cloud for Data Management & Secure Warehousing
Tax Advantaged, Insurance & Benefits
Diversification & Investment Management
Then we act together - Professional Management
After developing predictive models, we partner with your team to establish a finance department that truly serves your business. This involves a collaborative approach, clear strategy, and optimized roles to drive success.
Team Discussion & Model Integration
We facilitate open dialogue to align your team's insights with our predictive models, ensuring a shared understanding of financial dynamics.
Standardize Roles & Expectations
Review and standardize roles, expectations, systems, and data to align opportunity and responsibility with business flows, culminating in durable agreements
Proven Tools & Frameworks
We deploy advanced tools like Culture Index, proven job requirement processes, and powerful compensation frameworks for long-term success.
Optimized Performance & Alignment
Improvements organically emerge as "what gets measured gets managed," placing the right people in the right roles, fostering ease and natural contribution.
Unified Goal & Optimization
The result is a unified team, each member knowing their optimization priorities and feeling fully aligned to achieve business goals effectively.
Minimize Risks & Costs
Lack of alignment or clear discussion can cause massive personal, financial, legal and business strains. Proper accountability and discussion prevents this.
Related Services
Our related services include: Strategist Empowered Management Sprint Aligned management targets and incentives Monthly Management & Role Scorecards Monthly Manager Meetings Marketing & Innovation Targets Hiring, Culture Fit, Management Consulting, Culture Index Management Incentive Plans Executive Coaching Legal / Partnerships / Registered Agents Irrevocable Express Trust, PMAs, Ministries Investment Raising & Bank Partnerships Governance & Management Contracts Intellectual Property
Well Managed Team with Aligned Goals
Empowering your organization with a robust framework for success. We help you cultivate a high-performing team where every individual is aligned with the company's vision and objectives.
Clear Alignment
Opportunity and responsibilities are clearly defined and aligned, ensuring everyone works towards common goals.
Leadership Unity
Leadership is fully aligned with team goals, fostering a cohesive and supportive environment.
Engaged & Proficient Talent
Employees enjoy their roles and excel, contributing to a positive and productive work culture.
Efficient & Data-Driven
Low-value tasks are automated, and the organization leverages financial data for informed decision-making.
Innovation & Growth
Good ideas are recognized and implemented, leading to increased baseline performance and standout achievements.
Attract & Motivate "A Players"
A stronger vision, robust recruiting, and expert negotiation attract and retain top talent.
Achieve Ambitious Goals
Achieve "A player" goals through strategic planning and an empowered team.
You will be supported by a team of seasoned professionals, dedicated to transforming your business into a valuable asset:
Financial Advisors
Experienced and accredited experts to guide your financial strategy.
Management Experts
Strategic insights to optimize team structure and operational efficiency.
Legal & Governance Experts
Ensuring robust legal frameworks and sound corporate governance.
And we find ourselves growing together - Teamwork for Growth
Identify the Active Constraint
Utilize powerful tools for scientific experimentation to pinpoint the single most limiting factor in your business.
Understand Constraint Types
Constraints can manifest as limitations in time, money, materials, or technology, impacting the flow through your business cycle.
Strategic Constraint Resolution
Once identified, we address constraints at a strategic level with a competent and well-aligned team to unlock potential.
Process of On-Going Improvement
Embrace a continuous cycle of identification, resolution, and optimization to steadily progress towards and beyond your goals.
Related Services
Lending Applications & Network
Investor Network & Events for Debt, Equity & Preferred Equity
Treasury Management Services
Executive & Operations Coaching
Balance Sheet, Assets, Liabilities & Ongoing Investment Optimization
Quarterly Board & Investor Level Financial Reporting
Support in crowdfunding, securities development, or other Venture or Private Equity style arrangements
The Secret Sauce
Participation in the Good Deals Fund
Partnership & Mission
We'll do our best to help you as it serves our mission of elevating the success of humanity and the great people leading it. We invite your partnership and feedback as we strive for this goal.
If you're a visionairy business owner or manager who could benefit from financial expertise and technical partners reach out below to schedule a consultation.
/s/ the Good Deals Team