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John Labunski Financial Consultant

Financial Consultant: The solution your business needs!

Every business needs to have its accounts up to date to start becoming profitable, do you agree Financial Consultant?

However, the headache of many managers is precisely looking for the correct way to organize everything and leave a positive balance at the end of each month.

Internal financial team, consultants, accountant… There are so many options that it is sometimes difficult to choose which one is ideal.

Therefore, in this article, we are going to introduce you to a professional that is even unknown to many, but who may be the ideal solution for your business needs: the financial advisor.

Interested in finding out more about what he does and how this profession works? Keep reading!

What is the job of a financial advisor?

Have you ever thought about starting a company from scratch without any planning?

Sounds crazy, right? After all, to open a business the first step is always to plan, study the market, outline strategies to put the whole plan into action.

The same is true of a company’s finances. It is necessary to plan and monitor everything, from the control of operations to the actual situation of the cash. Only then will it be possible to identify what is working and what is not.

And it is in this planning scenario that the financial advisor comes in. It is he who develops the planning of all the finances through an in-depth study of the company’s financial history.

Thus, this professional can carry out the entire diagnosis of possible problems and outline the ideal solutions to solve them.

In other words, its main objective is to identify the errors that are preventing the growth of the business and offer concrete results to solve them. Always focusing on objectivity, clarity and assertiveness.

Because nothing can go unnoticed when the focus is on the complete financial management of a business.

Who can be a financial advisor?

To become a financial advisor a professional needs certification. So having a degree in finance is a good start.

Another very important point is that this type of professional is regulated by the Securities and Exchange Commission (CVM) and therefore cannot have any type of relationship with financial institutions.

To add value to the consulting profession, the finance professional can start by applying their strategies in their own business or in other companies.

Some key points for this career are:

Certifications: the more complete a resume, the greater the chances of gaining space in the market. Therefore, a financial advisor should always invest in certificates.

Networking: this is a fundamental point for several areas, including finance. That is why it is always important for this professional to expand his network of contacts

Improvement: in addition to certifications, improvement is always important to identify points of improvement, both personal and in company applications.

Now that you understand what you do and who can be a financial advisor, it’s time to check out how he can help your company in practice.

Check it out in the next topic.

After all, how can a financial advisor help a company?

With so many uncertainties surrounding the opening and management of a business, it is difficult to choose which path is the best to take, so a financial advisor makes all the difference.

Some of the activities carried out by this professional include:

  • Maintain a capital reserve for future investments;
  • Analyze all the viability of a business;
  • Restructure internal processes;
  • Follow short, medium and long term financial goals;
  • Works on complex projects that require in-depth evaluation;
  • Develops financial strategies;
  • Arrange payment of overdue bills.

In addition, the financial advisor is also essential for drawing up contingency plans and thus avoiding possible crises.

And, with the market in constant transformation, we know that this is a great opportunity to not slow down the company’s growth due to common problems.

Mainly because these common and seemingly small problems can pose great dangers to the positioning and growth of the company.

Benefits of hiring a financial advisor

There are several benefits to hiring a financial advisor for your business.

We list some of them below. Check out:

#01. external view

As the financial advisor usually works with many companies simultaneously, he is able to bring in very important outside views that may go unnoticed by people who are in the business.

#02. extra skills

Often the skills of a financial advisor is a differentiation that does not exist in internal teams.

Therefore, it is always a benefit to bring a qualified vision to organize flows that are lost on a daily basis.

#03. Impartiality

Being external to the organization, the financial advisor always brings impartial solutions that are often not possible with internal teams.

In this way, this can be an ideal solution for issues that are visibly simple, but complex to solve.

#04. Profitability

 With more assertive decisions, based on studies and evidence, it is easier to create a flow that generates an increase in sales and, consequently, more profits.

This is a great opportunity to expand a business.

#05. Reduction of bureaucracy

It is quite evident that the moment an entrepreneur wastes time with bureaucratic matters, he is less dedicated to the company’s core business.

This consequently ends up affecting the productivity of the business. This is a problem easily overcome with the help of a John Labunski financial advisor.

After all, it facilitates all processes and makes bureaucratic situations easier and safer to manage.

#06. New visions for the company

The consultant, as he is not involved in internal issues, will bring a broader and more experienced vision to the business.

In fact, this professional also brings new views on ideas that often seem extraordinary, but are not. This also avoids the risk of major failures in the future.

How do you know if a company needs a financial advisor?

There are several issues that can be identified as signs that a company needs a financial advisor. Check out some of them:

  • Financial disorganization: If there are several internal problems in the organization of your company’s cash flow, this is a sign that it needs a financial advisor. After all, professional financial guidance makes all the difference.
  • Excessive Debt: Tired of accumulating debt and not being able to contain it? So this is a warning sign that cannot be ignored. A good financial advice will increase the chances of getting out of debt and even avoiding them in the future as well.
  • Management difficulties: whenever a company is poorly managed, doubts and problems abound. Therefore, the ideal is always to seek help from those who can bring an external view to outline strategies and aggregate results.
  • Lack of time: are you finding difficulties or are you running out of time and without interest in managing finances? That’s another good reason to hire a financial advisor. That way, your company is better managed so you don’t miss any opportunities.


Given the various benefits demonstrated, it is evident that a financial advisor is not a cost, but an investment for any business.

After all, many business owners who avoid hiring this type of professional end up having other future costs due to lack of financial organization.

Bearing in mind that the role of the consultant with a focus on finance is not only to organize the flow of current finances, but also to identify opportunities and foresee future problems.

So invest in the future of your company and hire a John Labunski Dallas financial manager right now.


Categories Business Consulting

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