Strategic Cash Flow Advisory

Stabilize Your Revenue. Strengthen Your Profit.

Strategic Cash Flow & Profit Systems for Business Owners Tired of Revenue Swings, Margin Confusion, and Financial Guesswork.

Strategic Cash Flow Advisory

Stabilize Your Revenue.
Strengthen Your Profit.

Strategic Cash Flow & Profit Systems for Business Owners Tired of Revenue Swings, Margin Confusion, and Financial Guesswork.

Coaches, consultants & agencies using GHL

Turn GHL Into A Simple System That Actually Runs Your Business

Using The Authority Protocol, we clarify your offers, clean up the chaos in your Go High Level account, and install one simple Authority Ecosystem.

...so leads, nurture, sales, and delivery all run off a single, documented system instead of duct-taped tools.

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SYNERGY

The #1 mistake we see with clients is trying to do WAY too much without a singular focus. We help you clarify what you actually want to build... and clean up the distractions. You’ll finally understand where your business is going and how to structure it for sustainable growth.

Who This Is Designed For

This Is For You If...

You carry the financial weight of the business. Revenue, payroll, taxes, compliance, and profitability ultimately sit on your decisions.

Revenue comes in but cash flow feels unpredictable. You are profitable on paper yet still unsure what is truly available or safe to reinvest.

Growth has increased complexity.

Margins are tighter than they should be and too much still depends on you to hold everything together.

You do not need motivation. You need structure. You are ready for real financial systems that create stability, clarity, and confident CEO level decision making.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Name: Jane Doe

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Name: Jane Doe

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Name: Jane Doe

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Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

SYNERGY

The #1 mistake we see with clients is trying to do WAY too much without a singular focus. We help you clarify what you actually want to build... and clean up the distractions. You’ll finally understand where your business is going and how to structure it for sustainable growth.

Client Outcomes

What Others Are Saying

Janine G

"When we first met 3 years ago I was 500K in the red and just wanted to be in the black, it didn't matter what the number was, but after saying yes to work with you, within 8 months I was 800K in the black! At the end of the year we reached 1.2 mil! And even after the pandemic, we're solid! This year we are up for doubling our income and we are on track with the plan that Susan has created! We have so much to look forward to now! Thank you so much Susan for being the CO-CEO in my business!"

Construction,

Hudson Valley, NY

Shirley O

"Before working with Susan, I was so beaten up with one failure after another in my business. Nothing I did on my own ever seemed to work. I hired Susan as my business manager and CFO and under her wing I regained my confidence and found my footing. My vision was clear and I was back on top. We went from being in the red to being in the black. Unbelievable!"

Fashion Designer,

New York &

Los Angeles

Matthew M

"All I wanted was to expand my business and this meant getting out of my apartment because that's where my business was located. I had no life! I had 5 desks in my living room! That was my priority and that's what Susan did - she helped me scale my business. Within months I moved into a new office space in midtown Manhattan, had a new accounting system, hired a bookkeeper, and 2 project managers. All this with covid going on! Susan connected me with whoever and whatever I needed to get to the next step in my business!"

Architect,

New York, NY

Mike M

“I hate to say it, but we were a mess. Our operations, our invoicing, our sales, nothing was making sense. And we had no Cash Flow! Susan helped us clean up our financials and create a clear path in operations from the first contact with a customer to the last – getting paid!! Everything was working! And since I was looking to sell my company and retire, this was critical. I could do it sooner rather than later and start living!"

CEO and Owner,

Biber Contract,

New York, NY

Christina W

"After several years with on-going medical issues, my business, as well as my state of mind, was suffering. After my health turned around, as I was struggling to regain my previous confidence, I started to work with Susan.Susan De Robertis helped me focus my attention where it was needed most – on rebuilding my business from the ground up by networking and creating the relationships that would develop into referral sources of potential clients.With Susan’s help, I regained my confidence and expanded into commercial work while keeping up my residential practice. Susan also became my CFO and took care of all things financial for 3 years. I was back in the game!"

Architect,
New York, NY

Mario A

"Susan is the real deal. I’m speaking from my own personal experience,throughout this pandemic, having to work from home with kids plus wife teaching virtually from home.Susan has been the best investment I made in myself for 2019/2020. She has helped my time management, kept my head in production mode no matter what happened, Trained me to look at life from a THINK BIG! Perspective. I consider her to be a part of my personal management team. She's my personal manager whom I run business & personal experiences through in turn helping me hit and reach my goals – my bottom line keeps growing! "

Financial Planner,

Baltimore, MD

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Name: Jane Doe

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Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Our Process

The CEO Mindset

Prepare

We begin by stabilizing your financial foundation. We assess cash flow, margins, expenses, and risk so you can clearly see what is working, what is leaking, and what requires immediate attention.

Plan

We build a clear financial strategy around your numbers. Cash flow forecasting, profit structure, pricing, and allocation become intentional so decisions are based on visibility, not urgency.

Prosper

With structure in place, growth becomes sustainable.

You lead with confidence, reinvest strategically, and scale with predictable cash flow and stronger margins.

Ready To Lead With Financial Control Instead Of Financial Stress?

SYNERGY

The #1 mistake we see with clients is trying to do WAY too much without a singular focus. We help you clarify what you actually want to build... and clean up the distractions. You’ll finally understand where your business is going and how to structure it for sustainable growth.

Real Results

What Others Are Saying

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: John Smith

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

Niche: ...

Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

SYNERGY

The #1 mistake we see with clients is trying to do WAY too much without a singular focus. We help you clarify what you actually want to build... and clean up the distractions. You’ll finally understand where your business is going and how to structure it for sustainable growth.

Meet Susan De Robertis

Strategic Cash Flow Advisor and Former Corporate CFO

Susan De Robertis brings more than 30 years of financial leadership experience to established business owners who are ready for clarity and control. Before founding SDR Consulting in 1999, she served as a Controller and Chief Financial Officer in corporate environments where financial decisions carried real consequence. That experience shaped her belief that strong businesses are built on structure, visibility, and disciplined financial thinking, not urgency or guesswork.

Today, Susan works with professional service firms and growth stage companies to stabilize cash flow, strengthen margins, and install the financial systems that make growth sustainable. Her approach is practical, direct, and grounded in real numbers. When your financial foundation is clear, leadership becomes steadier, decisions become stronger, and your business can grow with stability and confidence.

Meet Susan De Robertis

Strategic Cash Flow Advisor and Former Corporate CFO

Susan De Robertis brings more than 30 years of financial leadership experience to established business owners who are ready for clarity and control. Before founding SDR Consulting in 1999, she served as a Controller and Chief Financial Officer in corporate environments where financial decisions carried real consequence. That experience shaped her belief that strong businesses are built on structure, visibility, and disciplined financial thinking, not urgency or guesswork.

Today, Susan works with professional service firms and growth stage companies to stabilize cash flow, strengthen margins, and install the financial systems that make growth sustainable. Her approach is practical, direct, and grounded in real numbers. When your financial foundation is clear, leadership becomes steadier, decisions become stronger, and your business can grow with stability and confidence.

Name: Jane Doe

Niche: ...

Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

Niche: ...

Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

Niche: ...

Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

Name: Jane Doe

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Results: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec hendrerit elit magna, ac gravida turpis eleifend eget. In aliquam leo vitae rutrum consequat.

“The only thing this system can't do is my laundry.... and if it could, I'd probably marry it! LOL”

Suzanne D.

“This is such a powerful tool, especially for speakers and trainers that want to keep a full pipeline in their business.”

Jose F.

“This is exactly the tool we needed to help us scale our business and bring our vision to life.""

Yuvelca M.

FAQ

Clarity Before Commitment

What type of business owner do you work best with?

Susan works with established professional service firms and growth stage companies generating consistent revenue but experiencing financial strain, unclear margins, or unstable cash flow. Her clients are responsible for payroll, profitability, and long term growth and want structure behind their decisions.

How do I know if my cash flow problem is structural?

If revenue is strong but cash always feels tight, if profit swings month to month, or if you avoid looking too closely at the numbers because they feel unclear, the issue is structural. Growth without financial architecture creates instability.

How is this different from hiring a CPA or bookkeeper?

A CPA reports history. A bookkeeper tracks transactions. Susan focuses on forward looking financial structure, cash flow design, margin strength, and executive decision clarity. This is strategic financial oversight, not compliance work.

I am already profitable. Why would I need this?

Profitability does not equal stability. Many profitable businesses operate with thin margins, reactive decisions, and weak cash forecasting. The goal is not just profit, but predictable and controlled growth.

What changes first when we begin working together?

Yes. Strong financial architecture increases valuation and exit readiness. Whether you plan to sell in two years or ten, stability and visibility improve optionality.

Do you help with exit planning?

Yes. Strong financial architecture increases valuation and exit readiness. Whether you plan to sell in two years or ten, stability and visibility improve optionality.

Is this ongoing consulting or project based?

This is a structured twelve month engagement. Sustainable financial strength is built over time, not through short term projects. The year long framework allows for stabilization, implementation, testing, and refinement so improvements are measurable and durable.

What level of commitment is required?

This work requires engagement with your numbers and willingness to adjust financial behavior. It is not passive. The clients who benefit most are decisive and ready to operate at a higher level.

What is the first step?

Schedule a Private Strategy Call. The objective is to determine where instability exists and whether a structured financial advisory engagement makes sense.

SYNERGY

The #1 mistake we see with clients is trying to do WAY too much without a singular focus. We help you clarify what you actually want to build... and clean up the distractions. You’ll finally understand where your business is going and how to structure it for sustainable growth.

Results are not guaranteed and are not typical. Client success depends on individual effort, experience, application, and many other factors unique to each business. Testimonials reflect exceptional outcomes and should not be considered average. Susan De Robertis makes no guarantee of financial results. All information provided is for educational purposes only and should not be considered professional advice.

© 2026 SDR - Susan De Robertis - All Rights Reserved