We paired Vanessa with a financial expert and the comprehensive support she needed to address her challenges running her bakery. Together, they completed a revenue forecast for her business and worked on strategies for capacity management, compensation, and supplier-related issues.

At the time Andrea joined Mission Edge, her primary challenge was profitability. Despite the fact that they’d been able to generate significant revenue, the company was still incurring losses. Andrea knew she needed help identifying areas to cut costs and improve margins, as well as advice on how to allocate an employee retention tax credit payment she received as she was going through our program.

Sometimes you just need a perspective check before you move forward. After working with us, Angela had better insight into her financial situation and was able to develop a clear plan for how much income she’d need to keep pursuing her DJ career while simultaneously preparing for parenting full-time.

Daniel “DJ Danny” Torres is a SoCal-based professional wedding and corporate event DJ. With the ultimate goal of opening his own venue space, Danny needed some assistance setting up for long-term success. He started working with Mission Edge seeking help to set revenue goals and optimize his pricing strategy.

Here at Mission Edge, we’ve seen countless small to medium sized business owners like you go from overwhelmed and anxious about their finances to in-control and knowledgeable. We believe that working with an experienced, unbiased professional is the best way to get unstuck from whatever is holding you back and finally work toward unlocking your business’s full potential.

Alicia Fox is passionate about helping her clients achieve a healthy lifestyle. While growth is a good thing, Alicia and her two employees were feeling overwhelmed by the size of their new business, and the growing to-do list that went along with it.

If the words “finance coach” put a bad taste in your mouth, you’re not alone. A small-business financial coach will help you create a plan that covers everything from basic business concepts to managing your cash flow. Rather than a one-size-fits-all plan, you’ll get advice and insight tailored to where you currently are as a business and where you want to go.

A finance coach is an experienced financial professional who partners with small businesses to provide strategic financial guidance, expertise, and support. (Around here, we like to call them CFOs or “finance experts.”) They work closely with business owners and leadership teams to understand the company's goals, financial challenges, and growth strategies.

In December of 2020, Irani started Rombomb Burger, a San Diego catering business he hoped to expand into a thriving mobile burger joint. But trying to provide for his family with a patty-flipping, burger-slinging business during a pandemic proved tricky at best. Here’s how our finance experts helped Romin add a little meat to his budding burger business.

When you start out in a small business, you don’t always have the luxury of perspective, or the resources to know what to avoid before it’s “too late.” We created the Impact Lab as a free program to help small business owners like you figure out what’s holding them back, and help them work toward their goals with solid, data-driven planning and personalized, community-based support.

Due to their expertise in Brazilian cuisine, Jane and Eduardo had no problem coming up with a large variety of products to offer their customers. But over time, they began to have difficulties keeping up with inventory management and allocating time. Mission Edge helped them to have a more accurate perception of their business costs and future growth opportunities.

For small business owners, profitability is the key to essential business functions, including: Paying our employees fairly and on-time, investing in the long-term growth of our businesses, and allowing us to stay flexible with changing market conditions and competitors. Use these financial metrics to determine the profitability of your small business!

Mission Edge helped Laura Valdés, founder of Valdés Language Services, make future growth financially possible. From improving her marketing to cultivating clear plan for hiring contractors and growing her business, our finance expert Carolynn helped Laura gain clarity around how to make running her business sustainable.

Ready to give budgeting a try, or ready to up-level your money skills? Check out one of these resources recommended by Impact Lab’s financial experts, and let us know what you think!

How Mission Edge helped Michelle organize her finances and grow her candle business. When she started working with Mission Edge, Michelle had been in business for over 2 years. She wanted to increase her revenue, but her accounting and bookkeeping methods were outdated.

When lifestyle and fitness coach Shaniece Benson first started working with us, she needed help with financial management. All of her financial statements lived in PayPal, and she hadn’t yet nailed down a system for organizing her receipts, leaving her feeling overwhelmed and scattered.

We know the stereotypes about “successful” entrepreneurs — little sleep and a full schedule, with every millisecond dedicated to some form of productivity. We asked our team of finance experts for their current favorites — content in the form of books, podcasts and videos relevant to small business owners like you.

A life-long lover of fitness, Latoya McKelvin has found purpose in unlocking compassion “one pelvic curl at a time.” Latoya wants to increase revenue and grow her business. But in order to reach those goals, she needed to examine the roadblocks that were preventing her from getting there.

This networking company made a plan to get out of debt and improve member retention — while paying themselves a livable salary.

Sara Rosales believes in the power of collective community support.

Sara is a business Consultant and the founder of Mujerex Enterprise LLC, an organization that’s focused on helping women and minority business owners with business entity formation, formation strategy and planning.