Success Stories

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Developed and implemented financial policies and budgets that shepherded a company from almost bankruptcy to having a healthy contingency fund saved in 2 years

A long standing business was unable to make a profit for the last 3years - The diagnosis was the lack of clarity in their financial reporting - Training held with the Executive team led to stronger financial reporting and more stringent policies around cash flow management - which led to the company’s turnaround. Knowledge is Power.

Created a 3-year strategic plan for a company with four specific priorities with clear objectives, goals and action points. In the first year of the strategic plan 80% of the action points were achieved.

A Professional Development workshop in Budget and Savings led to 200 staff learning how to manage their personal finances by creating a balanced budget, getting rid of debt and building a strong savings portfolio. Happy employees act like ‘partners’ on your team.

Reorganized the administration to create the right sized (25% smaller) ‘advancement team’ commensurate with the size of the company by prioritizing functions and streamlining processes. Simplification- Optimization!

Played an instrumental role in initiating new programs and made several changes to existing programs which resulted in an 8% increase in revenue, simultaneously reducing expenses by 5% for an event company.