Master the straight forward strategy that’s helped countless business owners win their banker’s trust and unlock
growth opportunities.
Colin Burr CEO
Learn Accounting Fast
Understand What Matters Most to Your Banker
Know which key indicators matter and align your financials to reflect the health of your business.
Forecast Like a Pro
Build trust by confidently presenting accurate cash flow predictions that show your business's stability and growth potential.
Leverage Your Assets Strategically
Demonstrate resource management by showcasing how you effectively use assets to improve your financial position.
Keep Reports Accurate and Timely
Regularly update financial statements to reflect real-time business health, ensuring transparency and trustworthiness.
Communicate Clearly and Confidently
Simplify complex data into clear, actionable points that inspire confidence and show you're in control of your business."
Hi, I’m Colin,
Your business and accounting coach with over 30 years of experience building and managing multinational businesses.
My passion is helping business owners simplify their financials so they can focus on what really matters—growth and success.
Gain Clarity: Achieve better clarity and control over your financial statements.
Save Time: Save hours of work by learning how to automate key financial tracking.
Get Peace of Mind: Feel the relief of knowing that your numbers make sense and you can face your banker with confidence.
Imagine yourself confidently walking into that next bank meeting, fully in control.
Picture the difference when your banker trusts your figures and actively supports your business plans.
Think about how much easier it will be to manage cash flow when you know exactly what your banker expects.
Why is it important to have a good relationship with a bank manager when running a business?
A good relationship with a bank manager can be crucial for obtaining financing.
Receiving favorable terms on loans, and getting personalized advice on financial products and services that suit your business needs.
How can I demonstrate financial responsibility to a bank manager?
Demonstrate financial responsibility by maintaining accurate financial records, managing debts efficiently.
Ensuring timely payments, and having a clear plan for the use and repayment of borrowed funds.
What are the key financial ratios a bank manager looks at?
Bank managers often look at ratios like debt-to-equity, current ratio (liquidity), return on assets, and interest coverage ratio.
These ratios help assess the financial health and credit-worthiness of a business.
How can I effectively communicate my business’s financial needs to a banker?
Be clear, concise, and honest about your financial needs.
Provide a solid business plan, financial statements, and forecasts that justify your funding requirements.
Show how the finance will be used and the expected return on investment.
How important is it to have a contingency plan for financial management?
Having a contingency plan is crucial.
It shows your bank manager that you are prepared for unforeseen financial challenges and have strategies in place to manage cash flow and debt obligations under different scenarios.
Disclaimer: The content shared on this site and in these videos is for informational and educational purposes only. Despite my 30 years of experience as a business owner, I am not a certified financial advisor, accountant, or legal professional. The insights and tips shared are based on personal experiences and should not be taken as professional financial or legal advice. For financial, legal, or professional advice, please consult with a certified professional in the respective field. I disclaim any liability or responsibility for actions taken based on any information found in this site or these videos.
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