Financially Smart Business

An action-oriented framework for turning information overwhelm and confusion into clarity, confidence, and financial results for your profitable business Is your business profitable and yet you're not sure if you're being strategic with your finances?

Have you ever wondered...

What should I do with the cash sitting in my business bank account? I'm making the money but where is the money? Am I making enough? Am I saving enough? Should I pay down debt or invest instead? Will I be okay financially?

Perhaps you've tried asking your advisors a few of these questions, but you're not completely confident you've got things figured out financially. You're busy with the business and really don't even have time to figure out what are the right questions to ask. In Financially Smart Business, author Felicia Lee explains the Financially Smart Business Framework(TM), which helps business owners be more strategic with their finances.

In this book, you'll learn:

Which advisors to have on your team How to manage your cash flow and build surpluses to fund goals Financial structures to guide decisions How to align finances to your vision and more!

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Who is Felicia Lee? Felicia Lee, BASc, MBA, CFP(R), CLU(R), CKA, FEA(R), CEPA(R) Founder of Clarity Planning Inc.

Felicia helps business owners be strategic about their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K - $5M. This gave her a front row seat to noticing how making money doesn't always translate to keeping the money.

Her engineering background trained her to analyze, evaluate, and create solutions, while her warm coaching approach helps clients clarify and navigate to their big picture. She lives in beautiful Vancouver, BC with her husband Sean, daughters Allison and Lauren, and Cooper, their chill Havanese doggie.