Certified Profit First Coaching Professionals For Businesses

Work with certified Profit First coaching professionals to increase business profitability and financial stability. By partnering with professional accountants, bookkeepers, and advisors who offer strategic operational guidance, business owners can improve their profit allocation. Additionally, increase reserves and build sustainable financial strategies, cash management system and grand or small business growth with a profit-first specialist. […]

Fractional CFO Consultants Ohio With Financial Growth Advisory Services

Meet with a fractional CFO consultant in Ohio for advisory services that enable financial growth. Small businesses often lack the resources to hire a full-time, dedicated c-suite executive – but deserve the clarity, control, strategy, and insights from a CFO. Fractional professionals serve as a part-time, outsourced chief financial officer (CFO) – providing expertise & […]

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 SEC-approved, State Registered RIA recognized for its holistic financial planning services for individuals, small businesses, and entrepreneurs regardless […]

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 Freedom?    But what is it? You have to be able to […]

What Is the P.A.S.S. Program?

 Hey Perry Jeffries here, the Entrepreneur CFO, coming to you with some valuable information. So, are you a small-business owner? If you are, I almost know for certain that you’re experiencing some pain. How do I know that? Because 70 to 80% of businesses fail. I know this for certain. Because, I too have had […]

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!!! Having a written plan keeps […]

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 have also found that there is a strong correlation to understanding how […]

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 people get “paralysis by analysis”. When we as […]

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 companies do 40-50% of their revenue in the last quarter of the […]