Improve The Financial
Health Of Your Professional
WHAT I DO
I partner with my clients to help them make their business permanently profitable
Most CPA’s and accountants mostly focus on crunching numbers and putting them into little boxes on confusing forms. I am here to help you succeed.
A permanently profitable business comes from having the right financial systems from the day your business starts.
The financial health of you and your business is all interconnected. We focus on a comprehensive system that addresses all areas of your financial performance.
It’s a process I call Financial Harmony and I’ve used this proprietary approach with dozens of clients all over the country.
My clients say my techniques work incredibly well and are easy to implement.
Success for all clients who implement
Years consulting and planning
Customized, comprehensive Financial Harmony solutions for professional service providers in private practice
Find out how to create more wealth
& freedom with your optometry practice...without sacrificing patient
care or working more hours.
CONSULTANTS, MARKETING AGENCIES AND PROFESSIONAL SERVICE PROVIDERS
Discover the unique system that everyday service providers are using to automate their profits, avoid unnecessary taxes, and achieve their personal goals faster than they could on their own... and how you can too!
Our clients get results!
Here are some of their most recent comments
Before we worked with you, we didn’t have the systems in place to be as successful. Your systems have allowed us freedom.
Eric helped me develop
a structure to think differently about my business, organize the flow of cash and give me more peace of mind.
Eric has helped me keep more of what I make and saved me thousands of dollars in taxes.
WHY I DO IT
I’ve been in your shoes
Having owned a professional service firm myself for over 15 years, I know what it’s like.
Trying to achieve the success you want and deserve - the long hours, the uncertainties, the disappointments, and the highs and lows that every business owner, independent optometrist, consultant, agency owner, and service provider goes through.
It all starts because you have a passion and a purpose to help improve the lives of other people - your patients and clients. You want to live a life with purpose, abundance, and fulfillment.
So waking up in the middle of the night stressed out about money doesn’t really fit with these goals.
There must be a better way to get
what you want - right?
Building a permanently profitable business is about more than chasing down more sales and working harder. The growth and success of your business is compounded exponentially when you have a comprehensive process in place to automate your profits, protect those profits from unnecessary taxes, and position those funds to reach your personal goals.
Working with me and my team, you will have access to a wealth of knowledge and practical experience, along with the accountability and support you need to achieve the success you deserve.
So check out this website to discover more about me and what I have done for others like you. Then press the red button to begin the journey. You’ll be so glad you did!
What our clients have experienced
Just a small sample of the many testimonials given during more than 15 years of successfully helping independent service professionals in a wide variety of industries
Eric and I have worked together with a few mutual clients for several years now. I own my own bookkeeping firm and communicating and getting guidance on special circumstances with Eric is quick and comes with an explanation. Instead of Eric just telling me to do something, he explains the why's behind it. I think you will find him to be a great add to your company's team!
Paws N Hooves
I have worked with many accountants over the years and unfortunately, have switched every two years because I've been dissatisfied. I have, multi-company accounts and it has been extremely difficult to get the advice and follow through that I desire. With ProWise Financial Coaching, and Eric Levenhagen himself, I have been more than satisfied with the quality of work and advice I get. He has great follow through and even records our meetings and place them on a drive for me to review when needed. He records training sessions for issues I am having and he is available when needed for emergencies. After years of switching every two years, I don't believe I'll have to ever switch again. I've been very satisfied and would recommend him to anyone!
Eric has been great to work with over the past several years. He served us several thousand dollars the first year as our tax planner. He has since dove into our business which is very diverse and helped us develop a working financial plan and budget. Eric is very patient with our questions and is on top of all the latest tax changes. We are fortunate to have him in our team!