Practitioners Who've Been in the Trenches
Our facilitators are not academics. They've managed stores, run family businesses, and lived the cash flow gap firsthand. That's what makes this workshop different.
Claudia Reyes Montiel
Lead Facilitator · Cash Flow & Operations
Claudia spent over a decade managing multi-branch retail operations in Veracruz before turning to operational education. She designed the weekly cash map methodology used in this workshop after experiencing firsthand how good sales can coexist with chronic cash shortages. She facilitates every session personally.
Marco Antonio Vidal
Operations Facilitator · Small Business Focus
Marco brings experience from the family business side — having helped restructure cash management in his own family's distribution business in Xalapa. He specializes in the paper-based tools section of the workshop, working one-on-one with participants who prefer physical worksheets over digital tools.
Sofía Gutiérrez Paz
Digital Tools Facilitator
Sofía manages the digital tools portion of the workshop — the simple spreadsheet templates that participants take home on their phones. Her approach focuses on making digital cash tracking feel as simple and natural as writing in a notebook. No complex software, no accounting background required.
Why We Teach This Way
We've seen too many workshops that teach financial theory to people who need practical tools. Every concept in our workshop connects directly to a specific action you can take in your business the next day.
We never use generic examples. You bring your real data and build your real map. The result is something you actually understand and will use.
Paper or phone. We're equally comfortable with both and we won't push you toward one. The tool you'll use is the right tool.
Meet Us at the Workshop
The best way to understand what we do is to come and work with us. Contact us for upcoming dates in Xalapa.