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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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