The Profit First Method For Business Accounting & Cash Flow
Apply the Profit First method to transform business accounting and cash flow. Certified Profit First advisors consult 6-7 figure entrepreneurs and small businesses across the country. These specialists effectively combine cash management, profitability, and...
PRESS RELEASE – January 2020
Investment Advisory and Business Consulting Firm Opens to Serve Clients Nationwide Columbus, Ohio - January 13, 2020 – Diamond Equity Advisors, a Registered Investment Advisory and business consulting firm, recently announced its company launch. The company is an...
What is Financial Freedom?
Yo! What up! Perry Jeffries, Entrepreneur, CFO coming to you from the beaches of the Dominican Republic. People, what's your definition of Financial Freedom? It's such a broad concept and it's sometimes hard to get your head wrapped around. What is Financial...
What Is the P.A.S.S. Program?
Hey Perry Jeffries here, the...
Entrepreneur Financial Checklist Training
The Entrepreneur's Financial+Wealth Checklist The 15 Elements Your Business Needs To Create Wealth Orelle J. Limitless Growth LLC “As my CFO, Perry has provided me with sound financial advice that was truly tailored to my needs and my situation. But more than...
Where’s Your Plan?
You can learn a lot by paying attention to people's behavior at the gym. A person's behavior at the gym may be indicative of how they also handle their finances. First let me start off by asking, "Do you think having a written plan is beneficial?" Of course it is!!!...
Understanding Stocks, Bonds, Protein and Carbs
Understanding Stocks, bonds, protein and carbs Welcome to Phy-nancially Fit. The goal of Phy-nancially Fit is to improve our collective Health and Wealth as a body. We believe that having all the RICHES in the world means nothing if you do not have your HEALTH. We...
How To Find A Financial Advisor – 7 Rules
In my 32 combined years of servicing clients I have found that so many people find themselves wondering who they should trust with regards to getting advice and services. With so many options and different opinions to try to comprehend, it is no wonder that so many...
What Is A Financial Plan
Do You Really Have a Financial Plan? So, it’s National Financial Planning Month! What a joyous time of year! But no, really. The holiday season is upon us. Thanksgiving, Christmas, Holiday Parties, Family Dinners, Travel and Spending. It’s no wonder that so many...
Why you should do a Mid-Year Review…
Mid-Year Review Can you Believe we are Half-Way Through 2018?!?! Its a great time for a Mid-Year Financial Review. A Mid-Year Financial Review Should Cover 6 Areas 1. Your Cashflow - Income vs Expenses 2. Your Insurances - Life, disability, etc. 3. Your Retirement -...
Staying Healthy During A Crisis
So, I was recently asked to speak at the Ohio State Bar Association and cover the topic of how to stay Healthy During A Crisis. We had a great organic conversation on the topic. Here is what we discussed. 1. IDENTIFY THE CRISIS A crisis could be a health issue, losing...
Keynote Speech At The Ohio State University Buckeye Social Entrepreneurship Program
Perry delivers a keynote address to the Keith B. Key Buckeye Social Entrepreneurship Program. His unexpected advice for the students was stunning and powerful. Watch to the end.
I’m just a kid from Akron too…..
Happy Sunday!!!! I am prayerful that you are enjoying this day with your loved ones and family. My wife and I just completed some light cardio and yoga at the gym. (If you ever want to be amused, come join us for some yoga. I am one of the least flexible people on the...
How I turned $1.50 into $4,000,000
I had the opportunity to be on a wonderful panel of professionals at a local high-school yesterday and discuss financial freedom. One of the students stood up and asked the question “What can they do to get out of poverty?” This was such a powerful question for...
Allow Me To Reintroduce Myself……
So, I was meeting with my Team yesterday. (Yes, my Team. We have expanded the company) It was our first Team Meeting. I asked each member individually if they knew what our company Vision was? They did not. I saw this as a HUGE opportunity. (Whether you are on a team,...
I’m Failing My Way To Success
I'm Failing My Way To Success Many of you do not know that during the market crash of 2007-2009, I lost everything. I had a 25-unit real-estate portfolio worth over $4million. In the matter of 2 years I had lost everything. My credit, my equity, my net worth and all...
Automated Success
Automated Success I have two major themes for me personally and my clients this year. >> Automation and ROI. Today let's talk about Automation Here are 7 tips on how to Automate your Finances and your Wealth Creation. 1. Automate all of your Credit Card Payments...
4 Crucial Tax Season Tips
4 CRUCIAL TAX SEASON TIPS 1 - Create and/or Contribute to your own Retirement Plan. * Increase Nest Egg * Reduce Taxable Income * Self Bank - (Become your own bank) ask me how. 2 - Contribute to HSA (Health Savings Account) * Contributions are TAX-DEDUCTIBLE * Money...
Keys To Success – Desire and Humility
Desire and Humility In 2018 I have crystal clarity. Though I have experienced some moderate success in business, I realize I was nowhere near my potential. I have a burning desire to be successful. (What does that mean?) >>> I don’t have a desire to purchase...
Stop Being Irresponsible! Get Life Insurance
Here we go AGAIN!! Stop Being Irresponsible. Here recently I have had to endure another story of someone passing away with no Life Insurance. Please Stop Being Irresponsible Life insurance can serve so many purposes. While you are alive it can: *Help Fund Retirement...
Click here to schedule a call with me!
