Only Intelligent Business and Credit Solutions to drive profit and growth. No Artificial Intelligence fillers added.
My Mission and Purpose is to overachieve in providing the best business tools and solutions that enable your HVAC, Plumbing, Mechanical, Electrical, Construction Contracting company, and HVAC/Plumbing Wholesalers to achieve the highest standards of financial success, grow wealth, improve cash flow, understanding your financials, and simply enjoy life on your own terms.
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The Services I provide include but are not limited to:
1) Financial Statement Analysis, P&L, Balance Sheet and Statement of Cash Flow
2) Net Profit and Overhead per Hour Job Costing, Single Method, and Dual Application
3) Coaching for Sales Applications which I emphasize "value added" selling techniques
4) For HVAC/Plumbing or Electrical Wholesalers we have
>Credit Processes including analyzing your credit manual and applications and forms
>Credit and Sales Relationship building Classes
>Best Practices for Collection Laws, Lien Laws, Visiting Customers, learning your customers businesses.
>Evaluating Risk using my proven "Risk Assessment Report" and evaluation tools
>Proven Processes on handling customer deductions
>In states that have bond laws, litigation processes to obtain a customer's bond for payments owing.
These are only the tip of the iceberg, as my experience in Banking, Asset Based Lending, and 29 years of ranking as a Corporate Credit Manager working for arguably the best run HVAC wholesaler in the country, having the lowest bad debt, past due, and Notes in the entire Wholesale industry.
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Don't be Shy, Give Einstein a Try
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