FiscalDoctor
Gary W. Patterson
21 Westerly Street, Suite 7
Wellesley, MA 02482
Tel: 781.237.3637
gary@FiscalDoctor.com

How fiscally fit are you?
FiscalDoctor™ works with CEOs, board members, executive teams, and private equity investors and owners to achieve fiscal health. From a quick financial assessment to a comprehensive financial management review, we help to heal what ails you, putting you on the path to growth and greater profitability.

Check Your Fiscal Fitness.
Take our quick test to see how “fit” your company is.

1) Things run so well at my company that I consistently sleep well at night.

Yes No

2) I operate from a five-year strategic plan developed with my executive team.

Yes No In Development.

3) I’ve seen consistent improvements in revenues and profits the last three years.

Yes No

4) My financials are prepared well before board meetings so I have time
-––to review and understand them thoroughly before Board discussions.

Yes No

5) My competitors see me as their primary competition.

Yes No

If you answered “no” to even one of these questions, our Fiscal Clinic may just be what the doctor ordered! FiscalDoctor can help you attain your corporate vision, achieve order from chaos and develop a solid financial and operational strategy to achieve stability, manage risk and realize profitability.

If you would like to find out more about how FiscalDoctor may help you, please complete the company profile below and indicate the best way to contact you. We will be in touch with you within 48 hours of receiving your request.

Company Profile

Name:*
Address:*
City, State, Zip:*
Telephone:*
Fax:
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Website:
The best way to contact you:

*Required Information

WHAT AREAS KEEP YOU UP AT NIGHT?

Late financials Low return on equity
Lack of planning Low enjoyment
Cash shortages Object overruns
Low customer profitability Crisis atmosphere
No growth Lack of financing
Inventory shortages Unpleasant gut feeling

Other

Willing to consider a second opinion? Yes No.

Are you a successful leader who can make quick decisions? Yes No.

Are you an “out-of-the box” thinker? Yes No.

Budget available for investment, if needed?

Funding if an investment makes sense

Funds available

Funds will be set aside next year