Who we are
Our mission is to equip and empower small business owners through smart technology to understand the numbers and look ahead. KREA Financial Strategists, use financial information and other information to collaborate with the business owner on the future growth and profitability of the business. KREA analyses financial data to understand what the business is currently experiencing but more importantly to make credible recommendations on the financial actions an owner needs to take to reach his or her future goals.
“Equipping entrepreneurs to understand the numbers, using smart technology. We aim to cultivate a confidence with workflow management and inventory software, giving our customers a visual of a work, life balance to reach future goals".
What is a Financial Strategist
Where the bookkeeper and accountant create and provide historical financial information, a financial strategist helps the business owner understand the numbers. The financial strategist uses this financial information and other information to look ahead, collaborating with the business owner on the future growth and profitability of the business. A financial strategist analyzes financial data to understand what the business is currently experiencing but more importantly to make credible recommendations on the financial actions an owner needs to take to reach his or her future goals. They often focuses on cash flow (where’s the money coming and going), profit margins (how much is being made on products and services), labor utilization (percent of billable hours), inventory and accounts receivable turnover (how quickly are you getting your money back), etc. A good financial strategist listens and collaborates with the business owner on the owner’s growth and profitability goals, then provides the financial analysis and recommendations to make it a reality.
Meet the Financial Strategist
I am passionate about making a difference for you and your business. My financial hardship and experience provides insight into several industries . KREA is passionate about teaching skills, providing tools, develop understanding and financial problem solving with our clients, so they can advance with confidence towards their goals.