Welcome!
Congratulations on being in your
own business – or thinking about starting one! We’re here to help you
build your business and keep your financial house in order while you’re
at it.
Balancing Act provides
personalized financial management & planning services for
entrepreneurs and physicians. We create business plans, expansion plans, and financial
systems that help you manage your business or practice effectively and profitably.
As an entrepreneur you’re
knowledgeable about your field or medical specialty. Balancing Act knows what it
takes to start and run your business. Working together we can
successfully build your
business or medical practice.
Why Us?
With an unbiased, on-call
advisor, you have someone who can help you make critical decisions and
who is focused on improving your bottom line. From start-ups to
established small to medium sized businesses, Balancing Act helps you
manage your business and its finances so they work for you to create a
solid financial future.
Entrepreneurs and physicians can easily become
overwhelmed with everything that needs doing – we help you prioritize
and stay on track to meet your goals.
Connacht Cash, principal of
Balancing Act, is a Certified Financial Planner™
professional and business coach. With over two decades of experience
counseling business owners and physicians, she knows that entrepreneurs face unique
personal challenges and rewards.
Meeting your financial goals requires
integrated planning that takes into account both your personal and
professional needs and maximizes the opportunities created by owning
your own business.
Our consulting services relieve
you of back-office burdens and our integrated coaching services empower you to
fulfill your dreams by focusing on what is critical to your success.
How Can We Work with You?
Every client is unique and our
services are customized to each business endeavor. We can work with you
on both an on-going and project basis.
Initially, we spend time with
you to find out about where your business is today and what your
financial goals are, both personal and professional. This evaluation
phase allows us to identify strengths and weaknesses and determine which
of our services is best suited to your needs.
Depending on the outcome, we
might work with you on a specific project, such as, creating a business
expansion plan or evaluating your commercial real estate needs. Or we
can provide a variety of ongoing financial services on a monthly
retainer basis.
For a fraction of the cost of a
full-time Chief Financial Officer (CFO), you get the targeted benefits
you need.
For us, it’s all in a day’s
work. For you, it’s peace of mind.
What Can Balancing Act Do for You?
Our
Virtual CFO solution gives
clients a very flexible and cost-effective means to have an on-call
financial advisor. We provide the trusted business advice you need and
we can manage most issues via phone, fax, and email saving you time and
meetings.
You get the benefit of unbiased
advice and a seasoned CFO's expertise to evaluate and strategize with you about the
financial decisions that you’re facing.
Whether you need a
knowledgeable advisor to for business planning or for day to day
financial questions, we're there for you easily and
cost-effectively.
Since we specialize in
working with entrepreneurs and the demands of daily life
can easily send the many-hatted business owner off on tangents or into
unproductive and distracting activities. We help you to stay on target
to achieve your dreams.
Being busy is easy these days
– being effective is critical to success.
Teleclasses
In addition to our personalized
consulting services, we offer targeted Teleclasses on a variety of
business and financial subjects. These hour long tele-conferences allow
small groups of participants to learn about and discuss a variety of
business and financial topics. This allows us to share
advice and information with clients in a convenient and easy-to-access
group format.
Click here for a current list of classes.
Contact us today at
info@connachtcash.com
or call 561-312-5886 to discuss how to energize and grow your
business.
