FINANCIAL KNOWLEDGE
Why some businesses soar and others barely get off the ground.


Don’t let a limited understanding of finance keep you from experiencing your entrepreneurial dream.

Hello my name is Lori Williams.
For over 30 years I have been helping entrepreneurs start and grow their business.

The information, advice and financial tools I provide is in a simple, easy to understand format. I will help you learn how to properly structure your company for financial success.

Scroll down to learn more about me and the services I offer. Gain the knowledge you need to take your company to the next level.

Services

Videos and Classes

Trainings are offered through videos and webinars. Videos are pre-recorded sessions on a variety of topics. Classes utilize a webinar format, offering personalized learning. Class attendees receive documents used during training.

Ebooks and Financial Models

eBooks provide information that can be immediately applied to your company. They can be downloaded in PDF format or select eBooks can be purchased on Amazon or iTunes. Financial Models utilize built in accounting formulas.

eAdvice CFO Services

As your company grows you will encounter situations outside your expertise. Lori Williams offers consulting via phone, zoom and email. Areas of expertise include Financial Management (CFO Services) and Taxation.

Now is a great time to be an entrepreneur. 

With the freedom of technology we can choose how we want to work, anywhere and anytime.

My name is Lori Williams and my life is a living example of the possibilities. I am an entrepreneur, business consultant, speaker and writer.

Many dream of being self employed.  They are motivated by financial and personal freedom, the ability to pursue a passion, and a slew of other personal/professional desires.

Unfortunately, many lack the financial knowledge needed to make their dreams come true. Passion will not get you to the end goal. Financial success requires an understanding of how to align your company’s cost structure to meet the profitability requirements to pursue your goals.

I provide entrepreneurs with the information needed to make good business decisions. I can help you create the business life that you desire.

BIO
Lori Williams is a well-known expert on business finance. Over her extensive career she has functioned in many roles including Business Owner, CEO, CFO, Commercial Banker and Board Member.

Lori holds the following degrees: MBA from Pepperdine University, BS in Business and Management, AA in Medical Science and a Practitioner’s License in NeuroLinguistic Programming. She is also an Enrolled Agent (Federally Authorized Tax Practitioner) Certified by the US Treasury.