From Renting to Owning
Free the Owner helped a local trucking company purchase a commercial property and increase sales by 51% within 5 years.
Here is how we did it.
Free the Owner Case Study
How it all started
The Roadmap
Our CFO, Lizzette Sarria created 4 steps to help "Complete Fleet Care". These were essential building blocks of the roadmap which required Mr. Woody's commitment along the way.
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Step 1 | Getting Organized
Together Liz and Mr. Woody worked on organizing his company's bookkeeping and accounting to get a solid understanding of current financials.
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Step 2 | Improve Cashflow
A focus point was to start by tracking their receivables, getting them collected and keeping them within a certain large.
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Step 3 | Cost Analysis
The costs analysis assessment was key to understanding his bottom line and identifying ways of maximizing income while reducing expenses.
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Step 4 | Budget Plan
A budgeting plan was created to save for the long term goal of buying a commercial property within the next few years.
Our Accomplishments
Through our CFO services, we helped Complete Fleet Care accomplish several goals in a period of 5 years.
51% Increase in Sales
Precise Forecasting & Budgeting
Owning Commercial Real Estate
Testimonial
"Thank you Lizzette Sarria for helping our dreams of owning our own property come true. You went above and beyond our expectations by helping us increase our sales and grow our operations."
Ready to grow your business?
If you're a business owner looking to grow your business and achieve financial freedom, let's talk. Schedule a free consultation today.