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Leo & Vern provides CFO Services to online service-based business owners who are ready to flip their middle finger at corporate once and for all - and build generational wealth on their own terms. Read, learn, and join the movement!

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Our 4-Step Custom Process – Optimal Cash Flow Case Study

Case Studies

For this cash flow case study, I want to introduce Max Sher of the Sher Agency. Max runs a design agency that designs and maintains high-converting WordPress websites. When Max first came to Leo & Vern, he was struggling with cash flow issues. He was making plenty of sales but somehow when it came time […]

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Are you guilty of making any of these top 10 cash flow mistakes? Let’s see if we can’t fix that because cash flow mistakes are the #1 reason that online service-based businesses fail. We don’t want that to be you! Cash Flow Mistake #1: Charging hourly rates Oh my, goodness is this one a doozy! […]

man implementing profit first with one bank account

If you’ve been an entrepreneur for a while you’ve likely heard of Profit First, by Michael Michaelowicz. It’s a great book worth reading if you want to have a sustainable business that builds generational wealth (which is what we are all about here!) (This post contains affiliate links that, while they do not add any […]

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