Business and Non-Profit Financial Advising

Colorado Springs Small Businesses

Focus on working your business: we will focus on the finances
Strategic Planning Facilitation

We believe a Strategic Plan doesn’t need to take weeks and months, but rather hours and days. We also trust that the organizations best ideas are held within the members of the board or management team. Together we will:
• Develop a Mission and Vision or Revisit and Clarify them
• Brainstorm the Strengths and Weakness of the Organization
• Set Goals and Objectives
• Establish Accountability and Feedback Systems
• Create functional reporting
• And more

Financial Planning & Analysis

Financial health requires a look back at trends, examining current cash situations and then projecting and preparing for future success. We do this through:
• Compiling Financial Data
• Analyzing Trends
• Performing Cash Flow Analysis
• Improving Financial Reporting
• Budgeting
• Financial Forecasting
• Financial Audit Readiness
• And more

Outsourced CFO

Companies in transition or who want a high level, diverse financial advice, without holding a staff position, can benefit from outsourced CFO services. Whether a one-time project or an ongoing one, we can help with:
• General Financial Oversight
• New Customer Acquisition Models
• Financial Analysis of Market Channels
• Cash Flow Analysis
• Cash Flow Planning
• Budgeting
• Forecasting
• Financial Reporting
• Internal Controls
• Journal Entry Preparation
• Expense Audits
• External Audit Preparation
• Hiring Financial Staff
• Choosing Accounting Software
• Finding Bond Financing
• And more


Your business has a unique story to tell. We want to understand your passion, history and future. From there, we evaluate your business budget, current position, objectives and future needs in a preliminary consultation. This consultation can be done over the phone or in person, with owners or the management team and key players.

After our initial consultation, we will provide a specific quote to addresses your identified goals. We bring over a decade of experience and expertise working with Colorado Springs and Denver based businesses. We target your objectives and fill the gaps that are keeping you from the greatest efficiency and profits.

Progress and Consulting

Equipped with clear goals and metrics, we begin to work on supporting your systems for accountability and coaching. We can meet with your owners, management team, and key personnel in order to manage progress towards the goals created.

Regular communication ensures consistency with the leadership, and we offer support through the process. Implementing change takes consistency, and that consistency will bring you closer to the short and long term objectives of the business. Our experience in the financial and business consulting arenas will help you achieve what you know your business is capable of.

Ongoing Support

We follow up on a regular basis to make sure the recommended changes are implemented and moving forward, making adjustment as needed. Original intentions can shift, so we determine the business’ next steps, and make a plan for future progress. Follow up check points are structured for three and six months after the initial project close for long term support and success.

Smarter Directions, LLC wants to manage your finance and planning concerns so you can focus on the vision and mission of your business or non-profit. Our expertise will help your organization perform to a higher standard of operations by guiding you with financial consulting at a high executive level, without the commitment to a full-time employee.

Our Business Clients

See what other businesses and non-profits have to say about working with Smarter Directions.

Doug’s commitment to Children’s HopeChest is exemplary to say the least. From his first experience with HopeChest, Doug has put his entire self into the organization. He works tirelessly to raise awareness and increase charitable donations, not to mention the level of planning and direction he offers. His expertise have been a huge asset to every aspect of his involvement.

Stephen Allaby, Client Services | Swag Specialist

Call us today for
a free consultation.

See how Smarter Directions can help your business meet its goals.

Get in Touch

Contact us to see how we can help your school, business, or non-profit take a smarter direction towards financial health.

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