About ASK Financial Services
Who We Are
At ASK Financial Services, we are more than just financial consultants – we are your strategic partners in navigating the intricate landscape of business finances. With a combined experience of over 50 years, our team brings a wealth of knowledge and expertise to help small businesses thrive and succeed. We are proud to be a veteran-owned firm, embodying values of discipline, integrity, and excellence in everything we do.
Our Mission
We believe that small businesses are the backbone of the American economy. Our mission is to empower small businesses with the financial insights and strategies they need to make informed decisions and achieve sustainable growth. We understand the unique challenges that small businesses face, and we are dedicated to providing personalized solutions that drive results.
Our Financial Consulting Services
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Budgeting and forecasting are two important financial tools that can help businesses make informed decisions about their future. We help small businesses with budgets, forecasts, and planning.
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Cash flow is the lifeblood of any business. It is the money that comes in (revenue) and goes out (expenses) on a daily, weekly, monthly, and yearly basis. Without enough cash flow, a business can quickly run into trouble. Cash flow enhancement is the process of improving a business's cash flow management. We help small businesses with cash flow projections, management, and enhancements.
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Strategic planning is the process of defining your business's long-term goals and developing a plan to achieve those goals. It is essential for businesses of all sizes, as it helps to ensure that they are on the right track and making the most of their resources. We help small businesses align their strategy and tactics with their financial objectives.
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Operational metrics are measurements that track the performance of a business's day-to-day operations. They can be used to identify areas where the business can improve its efficiency and effectiveness. Key performance indicators (KPIs) are specific, measurable metrics that are used to track the progress of a business towards its goals. They are typically used to measure the performance of key areas of the business, such as sales, marketing, and customer service. Scorecards are a way of organizing and presenting KPIs in a way that makes it easy to track progress and identify areas for improvement. They can be used to track the performance of the business as a whole or of specific departments or teams. By identifying and tracking key operational metrics, we can help businesses can make data-driven decisions that optimize efficiency and drive performance improvements.
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Business financial risk analysis is the process of identifying and assessing the potential risks to a business's financial health. It is an essential tool for businesses of all sizes, as it can help to identify and mitigate risks before they cause financial problems. We help small businesses assess risk on their current and future financial activities.
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Margin and cost financial analysis is the process of understanding the relationship between a business's revenue, costs, and profits. It is an essential tool for businesses of all sizes, as it can help to identify areas where costs can be reduced and margins can be improved.
Our Vision
We aspire to be a trusted partner and advisor to our clients, guiding them through the complexities of financial management and empowering them to make informed decisions that drive growth and success.
Our Values: We care about small businesses.
Wisdom
Experience alone is not enough to create success; wisdom is the ability to apply experience to real-world situations, taking into account all relevant factors and making informed decisions.
Accountability
We take responsibility for our actions and results, holding ourselves accountable to our clients and continuously striving to improve our performance.
Ethics
We operate with the highest ethical standards, always putting our clients' interests first and maintaining transparency and honesty in all our interactions.
Relatability
We understand the challenges and opportunities faced by small businesses, and we approach our work with empathy and understanding of our clients' unique situations and goals.
Community
We are dedicated to supporting the small business community, both locally and globally, and we strive to make a positive impact on the world through our work.
Expertise
We are committed to maintaining deep expertise in financial consulting, staying up-to-date with the latest trends, technologies, and best practices to deliver the best possible outcomes for our clients.
We are passionate about small business, and finance. Ask Financial Services is your Nashville Business Financial Consultant for forecasting, budgeting, planning, KPIs, strategic planning, cash flow management, and more.
Our Approach
We believe in building strong and lasting relationships with our clients. We don't offer cookie-cutter solutions; instead, we take the time to understand your business's unique needs, challenges, and aspirations. Our collaborative approach ensures that our recommendations are tailored to your specific situation.
Partner With Us
Discover how ASK Financial Services can elevate your small business to new heights. Let us be your trusted financial consulting partner, guiding you towards financial stability, growth, and prosperity. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
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Chief Executive Officer
Meet Andrea - Andrea is an accomplished leader steering strategic financial planning and visionary guidance at ASK Financial Services. She has over 30 years of experience with domestic and international reach. Andrea has a proven track record as CEO and Strategic Financial Planner, Andrea's journey reflects an exceptional command over financial management across diverse industries.
She has skills in integrating forward-looking financial analysis with performance management, planning, and forecasting. She's a trailblazer, streamlining SAP systems, driving unified operations, and enabling comprehensive dashboards for production and cost evaluation. Andrea has led an optimized startup process, driving data accuracy to an impressive 99%. Notably, she's an advocate for smart capital investments and a keen evaluator of governmental incentives. Her strategic insights and meticulous financial analyses make her a driving force at ASK Financial Services and makes us an unmatched addition to your team.
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Chief Financial Officer
Meet Kellin - Kellin is the dynamic force driving financial innovation and customer-centricity at ASK Financial Services. As the CFO and General Customer Needs Specialist, Kellin brings a wealth of experience and expertise to our team. With job experience that spans across several industries, Kellin has consistently demonstrated an aptitude for analytical insights and financial forecasting. Kellin began his financial career path as an Assistant Controller, where he not only generated comprehensive financial reports but also streamlined processes to enhance overall efficiency. Kellin's journey is also marked by honorable service in the United States Navy, where he excelled as a Machinist Mate 2nd Class, showcasing his knack for intricate problem-solving and disciplined leadership. As an analytical powerhouse, Kellin thrives on utilizing his skills in Microsoft Office Programs and ADP platforms to drive meaningful results. Beyond his technical expertise, Kellin's genuine trustworthiness, adaptability, and openness to feedback set him apart. At ASK Financial Services, Kellin's commitment to quality work and his customer-centric approach elevate both financial strategy and customer satisfaction to new heights.
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Chief Operations Officer
Meet Stephen A. Linzmeier - Stephen drives operational excellence within ASK Financial Services. Holding the pivotal role of COO and Expense Controller, Stephen's extensive experience shapes his impactful contributions. His most recent expertise championed supply chain optimization and spearheaded cost-efficiency as a Regional Supply Chain Controller. Notably, he played a pivotal role in co-designing and implementing the new Regional ISC Finance organization, showcasing his adeptness at strategic leadership. Earlier in his career, he serving as a Senior Financial Analyst and Senior Logistics Analyst further displaying his prowess in cross-functional collaboration, streamlining seasonal product flows, and driving substantial cost reductions. Prior to his corporate endeavors, Stephen's leadership flourished in the United States Army, where he honed his skills in global logistics and operational management, earning honors as a top-rated captain. Beyond his professional accomplishments, Stephen relishes valued moments with his wife and two children, striking a harmonious balance. Stephen's innovative thinking, precision-driven mindset, and unwavering commitment to excellence make him an invaluable asset to ASK Financial Services, propelling our path to unparalleled success
Why Choose Ask Financial Services?
Experience
Veteran-Owned
Client-Focused
Complete Solutions
Results Driven
Passionate
