Business Financial Strategy & Implementation (BFSI)

taught by Joe Hamgeri Co.

Interested in this course? Email us at joe@joehamgeri.com

Joe Hamgeri Co.
Joe Hamgeri Co.
BASIX

About the Instructor

Joe Hamgeri founded Joe Hamgeri Co., a business financial coaching and consulting company that offers CFO services and business training for entrepreneurs. Joe has mentored over 100 business owners and entrepreneurs on legal, taxes, mindset and business model coaching, pricing, marketing, and selling services.

The Joe Hamgeri Co. office is located in Indianapolis and works with clients across the U.S.

Interested in this program? Apply at: www.joehamgeri.com/bfsi-apply

INCREASE PROFITABILITY. ENHANCE CASH FLOW. IMPROVE FINANCIAL OPERATIONS.

Business Financial Strategy & Implementation (BFSI) is a 10-week intensive, high-level program that helps companies of all industries increase their profits, enhance cash flow, and improve their entire financial operation using cutting-edge accounting and finance best practices, strategies, and implementation.


WHAT WE HELP BUSINESSES DO:

  • Increase profitability
  • Reduce & manage expenses
  • Identify opportunities for sales growth & marketing efforts
  • Improve cash flow
  • Develop key metrics
  • Ensure your books are correct
  • Simplify & automate your entire accounting process
  • Ensure compliance with IRS & state laws
  • Lower your taxes
  • Reduce costly risks

WHO'S IT FOR?

Companies with $500,000 to $20,000,000 in annual revenue.


HOW IT WORKS:

Step 1 → Schedule a 45-minute discovery call to assess if your company is the right fit for BFSI

Step 2 → Upon acceptance into the program, you'll complete questionnaire and data request and get access to the program content.

Step 3 → You sit back while we take the reigns performing our weekly analyses and following up with you every step of the way on where your business stands

Step 4 → We share our profit-increasing, expense-reducing, and financial operation-improving findings and strategies and take care of all of the implementation remotely.

Step 5 (Optional) → Should you choose to opt for annual support, we'll provide quarterly analyses of your financial performance and world-class support whenever you need it.


RESULTS:

Companies who've gone through our program, on average, have seen:

  • 1.5-2X increase in profitability
  • $30,000 year-over-year reduction in expenses
  • $10,000 in tax savings per business owner
  • 20% time reduction in management responsibilities
  • 20-60% reduction in project time due to automation & process improvements
  • 50% reduction in annual audit fees


WHAT'S REQUIRED OF YOU:

Other than completing an initial data request and hopping on a 45-minute weekly call? Absolutely nothing!

Course Contents

36 Texts