who does Brocket Solutions help

Our clients are dedicated small business owners and non profit leaders (as well as corporate middle managers!) who seek to get a handle on their organization's cash flow performance. They are leaders of businesses offering exceptional services or products, yet recognize financial clarity can elevate their organizational performance. 

Call Brocket Solutions if you are confused or frustrated by your organization's monthly and annual cash flow, and your team does not have the infrastructure to figure it out.

Call us if you need consulting or mentoring in cash flow management.

Call us when your organization is seeking financial clarity to better understand cash flow performance. 

Call us when you want to understand what your team can do to improve operational performance to increase cash flow. 

Call us if your organization needs support with budgeting and forecasting.

Call us if your organization needs an assessment of your current cash flow management process, because it is seeking to improve it.

Call us if you need financial clarity and need shepherded through a proper cash flow management process. 

Call us if you need help with creating tools and/or processes so your organization can stay ahead of cash flow challenges. 

Call us if your team needs strategic visioning support so your organization can stay ahead of cash flow challenges.

Call us if your team needs a cash flow management workshop.

Call us for Fractional CFO support.

The first step toward improving organizational cash flow is having financial clarity. 

Brocket Solutions provides this by analyzing 12+ months of revenue and expense activity to expose financial trends. We then develop customized tools so our clients can easily understand the revenue and expense activity impacting their organization's cash flow. Through gaining financial clarity, our clients understand their organization's operational achievements, and reasons for cash flow challenges.    

Providing our clients with the intel and custom tools necessary to manage anticipated cash flow is primarily how Brocket Solutions begins to improve it. We then support our clients to develop processes and basic goals that will help them improve operational performance and remain steadfast in the direction of increased cash flow. 

With their new tools and basic goals ready to launch, we enjoy wrapping up support by reviewing discovered opportunities and offering intentional space for strategic visioning. We guide our clients to incorporate cash flow oversight and use its intel to level up their organizational performance.  We then leave them to enjoy their improved cash flow!  

Brocket Solutions can easily pop back in to help our clients re-assess or re-focus whenever they need financial clarity and support with elevating their operational performance.