Profit Mastery Products


During our interactive workshops, you’ll learn how to better understand your financials (and how to see them from a lender’s point of view) and how to manage your business to increase profitability. We help you to make better decisions, choose better actions, experience better results and discover how to better manage your business to accomplish your goals.

Profit Mastery University Online

Profit Mastery University (PMU) Online will help you gain the knowledge and skills you need to help your business achieve financial success – on your own schedule. This financial training program is designed for the busy business owner or business professional to fit into their schedule.

Financial Intelligence on Demand

Profit Mastery offers a software solution that automatically and securely analyzes your monthly financial statements and shows you areas of weakness and strength and highlights where to focus for the best profit and cash flow opportunities. This solution is called Profit Guard (TM) and it uses the comprehensive Profit Mastery financial management process.

Business Plans

Most Entrepreneurs see writing a business plan as a gargantuan task ~ especially if they haven’t written one before…and if you need a business plan to get a bank loan, getting this document right is absolutely essential. If you need help, I have 23 years of business banking experience and use that knowledge to produce professional plans that work.

The “Fun” in Functional Learning

Our 5-day Tour and Transformation Workshop gives you the opportunity to benefit from our proven business profitability strategies while also exploring the riches of Vernon tourism and the sunny Okanagan. Beginning each day with engaging morning training sessions, we finish off the afternoon and evenings with fun and sun, whisking you away on a wine tour, a gorgeous hike, a round of golf, or a horseback ride. With customized schedules that ensure you hit your highlights, there’s no more enjoyable way to build your business!

Part Time CFO Services

Do you understand the necessity of having good advice on the financials of your business? Or do you need a part-time, affordable CFO (chief financial officer) to help your business? As an experienced financial business consultant, I can offer you an exceptional financial management service, resources and solutions for your business banking and financial needs.

Discover Hidden
Profits in Your Business

CALL 778-846-1554