About Us
Profit First Implementation and Advising
Accounting Support: Bookkeeping, Payroll, Quickbooks
Tech Stack Advising
Business Operating System Implementation and Support
Values Assessments
Fractional CFO Services: Forecasting, Lending Assistance, Strategic Advising
Enjoy this AI generated podcast-style summary of SBO.
Committed to Helping Our Clients Succeed
We believe everyone has a purpose. We strategically work with small business owners to remove the unique distractions that take them away from fulfilling their purpose. By engineering a customized cash flow plan to ensure a profitable business, our clients experience the freedom to pursue the purposeful life they were meant to live.
Our mission is to help small business owners finally live their purpose -- one entrepreneur at a time.
Experience you need. Results you want.
We believe every entrepreneur has something worth caring for and protecting through which they find purpose and prosperity. Our mission is to bring confidence to our clients so they fulfill their purpose and can share their prosperity with their community and the world.
We coach small business owners to make their profits primary, their compensation equitable, and to have a margin of financial health to weather any crisis or storm that may come their way. We do this because we believe the greatest measure of wealth is elevating others and leaving behind more for the next generation than what we began with.
Testimonies
We believe at SBO that you should not just take us for our word but also by the word of the people. So we provided a few testimonies for you to understand our impact on our clients.
Greg Lobsiger , Loren's Body Shop (Bluffton, IN)
"My profit was pretty good, but I was still wanting to figure out a way to maximize the profit in my business when I ran across the book Profit First. I knew this would really make a difference because you just pull your profit out first. It was awesome. However, I was trying to find somebody that could help me implement Profit First, knew a little bit about my industry, and could talk my language. That’s when I found David and Small Business Outfitters. The hardest part was getting my bank accounts set up. People will read a book, but the execution isn’t always as easy as reading a book. Most non-compliance is due to misunderstanding. It takes a coach to help get you over certain stumbling blocks. I’ve been in our industry for 36 years and owned my own shop for 20 years and I never run my business without using Profit First. The money is always there for sales tax, profit, revenue taxe, and payroll. The money that is in each account is only used for certain things and that’s what you use it for."
Janice Heggedahl, Diamond Creek In Home Care
Before discovering SBO, my finances were a mess. I had no financial direction for my business and no clue what it should look like. I was feeling overwhelmed trying to get a handle on what I should be doing to see if my business was actually profitable or not. When David came into the office and started customizing a program for me and advising me on what I was doing right or what needed to change it started making sense and giving me a new perspective on my business. I have been involved with SBO for about 6 months and it's actually very empowering to know where all the numbers are going and what the numbers actually mean. I'm so thankful for this business tool.
Journey’s, Lubbock TX
I was not understanding the financial side of a business or how to set it up all correctly. this left me constantly stressful, because you don’t always know where the money is going and if you have enough. SBO helped me with understanding the business side and financial control that I had and helping understand how to control it. David gave me clarity about my business finances. After working with David the changes started really quick, in the first quarter I saw the changes and enjoyed understanding it better. Now life is less stressful. While I always checking my bank accounts, I’m not worried about where my money is going or enough for payroll.. It’s just there, so I’m not worried about it anymore and it feels good to know where I’m at all times.
The problem I had before working with David was that I didn’t fully understand the financial side of my business or even how to set it up correctly. I felt constantly stressed because I didn’t always know where my money was going or if I’d have enough. The difference it has made for me is that I now understand the financial side of my business and David has helped me understand how to control it. He has given me clarity about my business finances. I knew really quick, in the first quarter, when I saw the changes to my cash flow and really enjoyed the process of getting to understand it better. Life is less stressful.
