Something's Missing In Your Business.

you've invested in technology, process, and people to solve complexity.

Still, managing cash and making decisions often feel like a black box. Surprises keep you reacting.

Why? You've never grown money management beyond accounting.

What's missing is finance, the forward-looking half of managing money that accounting isn't built to do.

It’s actually a very solvable problem, like other growing pains you addressed.

You invested in EOS, in coaches, in your team, in tech. Managing money never got the same investment. It just kept running the way it always has.

That's not a failure. It's just the one system that never got upgraded. Two reasons why that happened:

Nobody ever told you managing money was its own skill, separate from accounting. Every other part of your business had a clear next step. But nobody showed you want you needed to manage finances.

Accounting is working. From the inside, it looks handled. You didn't ignore this. You just had no signal that anything was missing.

Before you decide what kind of help you need from here, it's worth knowing exactly what's been missing.

What’s missing today?

Financial Thinking and Leadership

The solution?

Guided Money Tours.

A full tour of the financial side of  your business.

"I Don't Know What's Coming, So I Find Out The Hard Way. After It Hits Me!"

- 1,001 Owners Just Like You

Finance is how you manage future uncertainty. Without it, profitability is eroded by chronic, invisible costs that never get billed:

  • The decision not to raise prices that never gets revisited
  • The profitability of your product lines that never gets analyzed
  • The complexity of your inventory that never gets assessed
  • The ROI on your investments that never gets measured
  • The CPA’s advice that is never questioned

Ignored long enough, each of these eventually turns into a decision you’re forced to make. That’s why you keep reacting to what could have been predicted.

"I've spent years building my business. Have I Spent enough time building its value? And my own personal wealth?"

Money management isn't just about business.  It's also personal.

You're in your business every day, working hard to grow profits. You know that the more money the business makes, the more money you can make. That money pays for your lifestyle today. But are you thinking further down the road?

Are you just running a business, or building one that someone else will want to buy? Creating that business requires strategic decisions about where to invest. Profits can either go back in to the business as investments, or to you, for your retirement. And are you pulling enough out to fund your future?

Here's the issue. A CFO will certainly help run your company. But consider this. If you don't understand your numbers, will you really understand what's happening, and know if it's actually working. That's not something you can hand off.

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You can hire someone to do the work. You can't hire someone to understand.

So the real question is not whether you need help. It's what kind.

Will you feel more in control if you just hire a CFO to jump in and work for you?

Probably not. You'll get more numbers. You still won't know what they mean. Like accountants, financial experts speak their own language.

Or should you learn enough to hire, direct, and evaluate whoever does?

This will actually put you in control. Someone else will do the work, but you will understand it well enough that you can understand what's going on, their recommendations, and the decisions you need to make.

Your Financial Leadership Solution

Guided Money Tours™ is your introduction to CFO Thinking™.
It's a hands-on leadership experience, not a class.

Working 1:1 with me, we'll go through your financial team, business results, and goals. Session by session, we'll build a clear picture of where you stand, where you're headed, and what's next. We'll also touch on the points that connect to your personal financial future.

Over a series of 90-minute meetings, we'll cover every aspect of financial leadership I learned at Procter & Gamble, Grande Cheese, and through working with smaller companies. This financial program was developed as I co-authored Stop Avoiding Your Numbers, an Amazon #1 bestseller.

"Like the guide who brings a city or Civil War battlefield to life, I bring your numbers to life, so you really understand what happened."

After a deep analysis of your financial statements, here's the greater understanding you'll gain:

Know who's on your financial team and what each person actually does, and doesn't. How to hire, when to fire.

Experience how a CFO sees reports and trends, turning 'what happened?' into 'so what?' and, finally, 'What's next?'- the action you should take.

Ask different, sharper questions of your team. And your CPA.

Use your numbers to lead your business and make more confident decisions.

Shift your financial focus from accounting backward to finance forward. Begin to think more strategically about your business and personal financial future.

Is Guided Money Tours Right For You, Right Now?

It Either Is... Or It's Not.
Comparison
✓

You Are Ready For This If:

  • You know you don't fully understand your numbers, and avoiding them is costing you.
  • You know you need to take control of your numbers, but don't know where to start.
  • You know CFOs provide value to other owners, but the perceived commitment and cost are holding you back.
  • You're tired of reacting, guessing, and making decisions without a clear way to evaluate them.
  • You are ready to invest in yourself and your future business success.
VS
X

This Isn't For You If:

  • You are already ALL IN on knowing and using your numbers to run your business.
  • You have a clear handle on how money moves in & out of your business and what drives your results.
  • You have a trusted financial expert helping you think through decisions at a strategic level.
  • You have a consistent way to evaluate performance & decisions with your leadership team.
  • You are not looking to change how you manage money and finances right now.

When you're ready to own your financial future,
I will be too.
Data2Profit offers three primary services:
1) Guided Money Tours - 1:1 Immersion:
2) Guided Money Tours - Cohort Experience
3) Fractional CFO Leadership

Let's Get Started

TESTIMONIALS

"You are proposing a life-changing overview of my business finances…and I’m very excited about that..!"

Deb Yelvington

Owner, Dynamic Permits

Where do you go to have a national-level expert teach you the things you should know about business finance, but for some reason don't?

"Guided Money Tours" does just that. Lynn is a patient and unassuming expert in corporate finance who helps both large and small businesses use their numbers to improve business performance. From balance sheets to planning your exit, Guided Money Tours teaches you essential finance concepts in a way that is engaging and fun.

Dr. Matt Markel

Founder Red Advantage Management LLC
Former C-Suite exec at multiple 9 and 10 figure businesses