Master the Financial side of your business

BDR coaches you and your office team on industry-specific bookkeeping and financial performance measurement that enable ownership and managers to understand their business fiscally, and manage-by-the-numbers effectively.

We transform your raw financial data into properly-formatted financial statements and then teach you to interpret the data to better understand your business.
 
Having accurate, current, and easy-to-understand financials is the cornerstone to creating greater profits, building greater personal wealth, and ensuring your financial security at retirement.
 

BDR Financial Coaching helps you:

  • Organize accounting information to enable performance analysis of any business segment or activity

  • Train the accounting staff members on what they need to do and “why” it is critically important

  • Provide time-tested, industry-specific business process documentation for all accounting and bookkeeping functions

  • Install, implement and streamline accounting, data-management, data-processing and back-office processes and procedures

  • Generate industry specific performance analytics reports that clearly reveal the path to double-digit net profits.

  • Financial Coaches provide training and guidance on industry-specific process and procedure documentation and enthusiastic support to get your financials into BDR-Game-Shape!

  • Activity progress reports and custom BDR financial reports provide an audit trail of activity and results

Financial coaching that goes beyond tax preparation

The vast majority of business owners rely upon their CPA to guide them in the organization of their accounting information for tax purposes. BDR coaching goes beyond tax preparation by turning your financials into strategic tools to help you run your business.

We educate your bookkeeping team on how to properly format your financial statements and train you on how to interpret the data to make effective business decisions.

On-site coaching at your pace

Need more help? BDR’s Financial Coaches also provide on-site consulting on accounting, bookkeeping and back-office administration functions to help you achieve your goals – much faster!

We give you undivided attention and work at your pace. Financial Coaches will evaluate your needs, conduct hands-on training and process documentation to organize your accounting and train your staff. The process is fully customized to meet your needs and dovetails directly with BDR's business coaching services.

  • Reconcile and verify all accounts for accuracy, correcting as needed

  • Implement new accounting or dispatching software

  • Reformat financial statements

  • Establish month end closing procedure / checklist

  • Streamline and/or automation of accounting systems and back-office administration roles

Ready to learn more?

Call to speak with our coaching program specialists at 206-870-1880

Email Joseph Ortiz, our Coaching Onboarding Specialist 


Watch video testimonials or read quotes from our clients 


All financial preparation is based upon customer-furnished information and is for management purposes only. Reports may only be prepared to the extent of the information provided. BDR does not provide the services of a CPA, which include audits, reviews, and compilations of financial statements.

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I’m writing this letter regarding the onsite visit we had with Barb Geiger and Laura Finley on June 25-28, 2018. This was my first experience with having an onsite visit from our financial coaches and I have to say it was amazing. The information, guidance, and help I personally received from Barb and Laura was very much welcomed and appreciated. This truly was a great experience and helped me understand the direction Rick is wanting his company to grow in. This onsite also helped me to understand the reasoning for departmentalization and why we are moving in that direction. Not only were Barb and Laura professional, but they were very patient and understanding when teaching and guiding me through the clean ups from the past month end closings and what to look for going forward. The only negative thing I can say is that I felt like the time they were here flew by and I wasn’t ready for them to leave that Thursday. I learned so much those 4 days and I look forward to my continued phone calls with Barb and next year’s onsite.
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