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In one word I would describe my experience as ‘wonderful’. Mike was in touch with me all the time. I was very satisfied with his services, as he kept me well-informed and educated about the process. Mike treated me like I was important, not just because he was providing a service for me. He wanted to make the process easy for me. He looked out for me and took care of me – what I expect a ‘good customer service experience’ to be.
— Alexa

Financial Consulting

We know first-hand what it’s like to be in business for yourself. There are many hats to be worn and usually, you’re the one wearing most of them.

You promise yourself you’ll get caught up tomorrow and improve the financial aspects of the business, but then tomorrow comes and you have to focus on the day-to-day aspects of just running the business.

At New Direction Capital, we have designed short-term, “in and out” packages to help you with the financial aspects of the business so you can keep that promise to yourself. We work with you to:

  • Automate the aspects of financial management. Many small business owners have powerful financial systems to help maintain their business finances. Although systems such as these are powerful, they can also be confusing. We provide a checkup and work with you to identify the needs of your business and make sure you are getting the information from whatever system you have, to run your business more effectively.
  • Ensure your financial system and reporting is up to date. We’ll make sure your system is accurate and delivering you the information that empowers you to run and grow your business. Research has demonstrated that on average businesses use only about 20% of their financial systems.
  • Develop leading indicators. We’ll help automate your business by developing leading indicators to have a consistent and common sense approach that is tailored to your business model helping you project sales, cash, and have a better handle on your operations.
  • Review reconciliations. We will provide another “pair of eyes” that brings years of financial experience to provide perspective, checks and balances.

We get you totally set up so that you’re confident in what the financial systems are telling you about your business.