Converting Invoices to Cash for CPG Leaders: Your AR, Our Expertise

Treasury-minded AR & cash systems operator turning complex cash flow into clarity — supporting CFOs, controllers, and founders with clean data, accurate posting, and faster collections across SaaS, CPG, and high-volume multi-bank environments.

For 13+ years I’ve lived in the details of how money actually moves — from invoice creation to cash in the bank. I’ve run A/R, collections, and cash application for brands and teams at Gem-Pack Berries, Cremo Company, Speedo USA (Pentland Brands), Kitsch, Poo Pourri Scentsible / Pourri, Sambazon, and through my own practice Collections Ninja. Today, I bring that same operator mindset into SaaS & cloud licensing at TrustedTech Team, where I sit at the intersection of treasury ops, AR, and cash systems.

What I’m known for:

Multi-bank cash control: Daily cash positioning, lockbox & remote deposit, and reconciliations across multiple banks and entities.

Clean cash application: Matching messy remittances (portals, PDFs, bulk wires, card batches) back to invoices with accuracy so your GL, AR aging, and reporting actually tie out.

ACH / wire & payment automation: Moving customers from checks to ACH/wire, tightening approval workflows, and reducing payment friction and risk.

Retail & portal fluency: Navigating big-box and distributor portals (Costco, Walmart, Target, Kroger, Amazon, Sprouts, etc.) so deductions, short pays, and chargebacks don’t quietly erode margin.

Reporting that leaders use: Building practical AR dashboards, aging views, and cash-flow summaries that help finance leaders make decisions quickly — not dig through spreadsheets.


Whether you’re a CPG brand selling into major retailers or a SaaS / recurring-revenue company dealing with high transaction volume, my focus is simple:

> turn A/R from a headache into a dependable cash engine, without adding headcount or bloated tools.



If you’re a CFO, controller, or founder who wants tighter cash, cleaner data, and fewer surprises from your receivables, feel free to connect or message me here.

Rafael Garcia

S Brian Smith 🪜

I free founders from ops, sales, & management | Founder @ Strategy Ladders | Coached 1000s of B2B and Agency owners | Stop struggling, start enjoying business ownership 🏖️

Most founders of 7-figure B2B service companies reach a plateau where "strategy" isn't the problem—execution is. After years of consulting on the "how," my team and I shifted exclusively to building and running these high-growth engines for you.

Strategy is often used as a shield to avoid the hard, grinding work required to scale. Scaling to 8 figures requires two things: Great Lead Flow and an Excellent Team to execute it. Without these, your strategy is just a dream.

We have traded playbooks for performance, focusing on three specific levers:


➡️ Cold Email (B2B Labs) We deploy enterprise-grade outbound infrastructure that in-house teams can't match.

Scale: 10,000+ emails per week without risking sender reputation.

Performance: 40%+ open rates and $17.5M+ in revenue directly attributed to outbound.

Targeting: Hyper-targeted lists verified to ensure you only speak to high-intent prospects.


➡️ Google Ads (B2B Labs) Capture buyers actively searching for your solutions right now.

High Intent: Focus on decision-maker search targeting and aggressive negative keyword strategies.

Speed: Immediate visibility for high-intent keywords without waiting for SEO.

➡️ Modern Recruiting (Talent Labs) Hire faster and better without traditional placement fees or job-board spam.

Speed: We deliver an exceptional candidate shortlist in 7–14 days.

Vetting: Every candidate is screened for skill, motivation, and culture fit.

➡️ A Selective Approach to Consulting I still provide 1:1 consulting, but only for founders who can prove they have, or are able to build, the team and lead flow necessary to scale. People are no longer willing to pay for strategy without execution. And I’m no longer willing to provide it.

Build your engine: www.strategyladders.com

Founder & Head of Strategy

The Strategy Ladder Program delivers MASSIVE results to agencies, consultancies, and service businesses.

If your business is 25-85 employees, partially or fully remote, and you're stuck trying to "level-up," I will transform it with you.

The Strategy Ladder System will get you UNSTUCK. You'll develop a bullet-proof strategy that grows with your business, streamlines operations, scales your revenue, and sets your business up to continue to grow without you.

The Strategy Ladder System doesn't just change your business. It will transform YOU. You'll undergo a mental reset that frees you from the anxiety and beliefs that tie you to the day-to-day in your business. You're the leader of your business - if you don't change, your business never will.

The Strategy Ladder System has worked for over 400 entrepreneurs, delivering & implementing strategies that have:

💥 Scaled an agency from $150k to $4mil ARR in 10 months

💥 Increased a digital marketing agency’s productivity levels by over 450%, dramatically increasing profitability

💥 Streamlined a SaaS product’s roadmap, reducing development costs by 45% while increasing execution speed by over 25%.

💥 Developed and executing a repositioning strategy that landed a web development agency a long-term contract with a Fortune 100 company

💥 Repositioned of an app development agency that grew recurring revenue from 2% to over 50% of total revenue within three month

💥 Built a sales organization of 65 sales people in two years

💥 Orchestrated & executed a legal & and business strategy that lead to a sale of key assets of a SaaS platform for a significant premium over the market value of the company

Elon Musk Didn’t Build Tesla. He Built a Story.

🔹 2004: Musk invests in Tesla but isn’t a founder. In 2009, he sues the actual founders until they’re legally forced to call him one.

🔹 2013: He announces Hyperloop, claiming it will revolutionize transportation. Over a decade later, nothing exists. He later admits it was just a stunt to stop California’s high-speed rail project.

🔹 2016: He promises full self-driving Teslas by 2017. In 2019, he claims 1 million robotaxis will be on the road by 2020. It’s now 2025—still waiting.

🔹 2014: Tesla showcases battery swap technology, claiming it will allow instant recharging. Never happens—but they get millions in government subsidies anyway.

🔹 2020: Musk personally vows to fix the Flint water crisis. That didn’t happen either.

And yet, people still believe him.
Because story beats reality.

🚀 His companies miss deadlines by years (or forever), but investors stay excited.
 🚀 He fakes demos and sells visions, and people line up to give him money.
 🚀 He turns PR disasters into proof of his genius.

For founders, here’s the takeaway 👇

Execution matters, but narrative moves markets.

You can have the best delivery in the world, but if you don’t own the story, someone else will.

Story beats reality. Musk understands that better than anyone.

Now, the real question: do you?

Do you agree that story trumps reality? Or do you realize it's true but it makes you ick... 

Drop your take below. ⬇️


✌️🧡🌮

Plug & Play Growth Engines to get you to 8 Figures | Cold Email ($17.5M+ Generated) | Google Ads | Elite LATAM Recruiting (7-14 Day Shortlists). Strategy is dead ☠️ execution is everything 🚀

Mexico is a war zone... only if you believe the news.

I've lived in Mexico for 5+ years. I'm a US Citizen and permanent resident of Mexico.

It is 1450% safer here as a US citizen than ANY major US city (more below). The citizens & police are friendlier and more helpful.

Every single US citizen who visits me is shocked at how safe they feel here, walking the city, especially at night.

What you are seeing on the news = PROPAGANDA.

Mexican news sources and some of my well connected friends all confirmed the involvement of US special forces in the "removal" of El Mencho.

The US is involved.

The timing is not an accident.

Just take a look at the USD vs Mexican Peso graph.

The US has been losing purchasing power since January.

Mexico is preparing for the World Cup.

The US has a strong history of disrupting the economies to the south of them. 

Recall 1997... Cuba's hospitality industry was fast growing and Cuban "dissidents" (aka absolutely not CIA 🙄) launched a 💣 campaign against Cuban hotels.

What you're hearing about in Mexico is no different.

Mexico has taken a slower approach of disrupting the cartels.

Why?

If you cut off the head of the snake, many smaller ones appear.

But they aren't organized. What you're seeing now will disappate.

What the US news isn't telling you?

The cartel members are clearing out civilians before creating chaos.

It's well known - there are severe consequences for harming a civilian. It rarely happens.

Here's the stats that the US isn't telling you:

78% of firearms seized in Mexico come from the US.

Over 90% of the drugs that flow through Mexico are consumed by US consumers.

There's been a 75% reduction encounters with drug runners at the US boarder due to the crackdown in Mexico.

So what's the real problem?

It's not Mexico.

It's the US fueling the violence... violence that largely, if not entirely, spares civilians.

More stats:

< 0.1% - The percentage of tourists & expats who experience violent crime in Mexico.

1.45% - The percentage of people in the US who experience violent crime in the US.

You are statistically 14.5 times more likely to be a victim of violent crime as a US Citizen in the US.

Don't believe what you are reading or seeing in the news and social media.

Sensationalism draws eyeballs. The truth is far less interesting.

What you're witnessing is an attempted assassination... of the Mexican economy.

Come at me in the comments güey 👊

Viva 🇲🇽

If you think your $1,000/month “EA” is going to unlock your calendar and scale your business…

You’re LARPing as a CEO instead of leading.
You didn’t hire an Executive Assistant.

You hired a Virtual Assistant with a fancier title and a broken job description.

And now you’re wondering why you’re still stuck reviewing your own travel itinerary, juggling Slack messages, and chasing your tail in ops hell.

Let’s fix that.

🧠 First, understand the difference:

Virtual Assistant (VA):

• Task-taker
• Needs clear instructions
• Good at executing a known to-do list
• Will take 2–5x longer to do a task you could do in your sleep
• Great for clearing clutter
• A clone hire (not a growth one)

Executive Assistant (EA):

• Strategic partner
• Anticipates needs you didn’t vocalize yet
• Handles ambiguity
• Adapts to your working style and makes you sharper
• Enables you to operate in your zone of genius
• A force multiplier, not a checklist completer

If you’re hiring an EA and getting VA output…
That’s disappointment on a payroll. Don’t call it delegation.

Many founders fail at this because they’ve never had a real EA before.

🛠️ So how do you fix it?


Step 1️⃣ : Stop being vague.

Write a real role description.

→ Is this person handling your inbox or planning investor roadshows?
→ Do they need to coordinate between departments or just book travel?


Step 2️⃣: Hire for initiative, not obedience.

A good EA doesn’t wait for permission. They preempt chaos and build order.


Step 3️⃣: Pay what the role is worth.

You want a $100K partner to run point on your calendar, communications, and priorities?

Then don’t shop for bargain-bin help with champagne expectations.


Step 4️⃣: Give them context, not just commands.

Your EA needs to know your rhythm, your goals, your blind spots.
The best don’t just manage your tasks, they manage your attention.

Founders: You don’t need more hours.
You need more clarity.
And the right assistant is the unlock for both.

Start treating the EA role like a leadership hire not a tactical afterthought.


👉 Ready to hire an Executive Assistant who will transform your work and life?

We have pre-vetted, highly experienced, Executive Assistants ready to go. 

Our matching process delivers EA's that are primed for success in your organization and our on-going support and guarantee ensures you get results that matter to you.

DM me to get started.


✌️🧡🌮

I built a business I am proud of, but I stopped doing the work I was made to do: the work I love most and do best.

I have spent too much time building the machine and not enough time doing the work that lights me up.

For over a decade, I worked 1:1 with entrepreneurs and high performers to help them overcome the biggest challenges in their lives and businesses.

Mental blocks. 

The mindset shifts required to reach the next level.

Relationship challenges.

Understanding themselves more deeply and how that version of them can make the greatest impact in the world.

Developing and trusting intuition.

Learning how to stop playing checkers and start playing chess. In life and in business.

And, of course, business strategy.

I love that work.

And I am really, really damn good at it.

But truthfully, I got caught up in building Strategy Ladders.

I still run Strategy Ladders, and I am proud of what we have built.

But somewhere along the way, I hired consultants and coaches to work with clients, got a little too much ivory tower syndrome, and became overly focused on running the business instead of doing the work that truly lights me up.

It is time to change that.

I am taking on 3 private 1:1 clients for the next 3 months.

This work is about massively shifting your mindset, breaking through barriers, and putting you on a faster path toward the life and results you know you are capable of.

Nothing is off limits.

Business is always part of the conversation, but business is rarely the full story.

Your business is a mirror. It shows us where to look.

I have walked clients through partnership breakups, births, deaths, PR crises, divorces, business sales, and the mindset shifts required to navigate all of it powerfully.

If you are ready to face challenge with deeper energy, sharper thinking, and a new level of self-trust, now is the time.

DM me.

Or comment SHIFT below.


✌️💛🌮

Most founders at $2.5M to $25M think they have a growth problem.

They're wrong.

They have a clarity problem.

They can’t answer 2 questions clearly:

1. What is our ONE growth constraint right now?
2. What is the next 30-day move that fixes it?

So they default to motion:

New web site.
New service line.
New hire.
New software.
New “strategy.”

None of that is strategy.

Here’s the fast diagnostic I use:

If you had to grow 30% in the next 90 days, what breaks first?

A) Demand (not enough qualified conversations)
B) Conversion (calls happen but they don’t close)
C) Delivery (you can sell it but can’t ship it cleanly)

Most teams are stuck because they try to solve all three at once.
That’s how you get expensive and average.

The play is boring and effective:

Pick the constraint.
Run one lever hard for 30 days.
Measure strictly.
Then stack the next lever.

👉 If you’re A (Demand):

Cold email is still the fastest way to manufacture qualified conversations on purpose.

👉 If you’re C (Delivery):

You need execution capacity and redundancy so growth doesn’t feel like a hostage situation.

A strong LATAM team is the highest value move I see for that.

Now the big one....

👉 If you’re B (Conversion):

You don’t have a lead problem. You have a “this isn’t an obvious yes” problem.

Two fastest fixes:
1. Increase lead intent

Paid ads can work here if you already know:

who you serve
what you sell
what you charge
what “good fit” looks like

Not because ads are magic.
Because they let you buy attention from people already searching.

2. Improve the offer and positioning

Most founders try to “sell harder” on calls.
The real win is making the offer easier to buy.

The tell:
If prospects say “sounds good, I need to think” you have ambiguity, not objections.

My favorite way to fix this fast:
Use cold email as a positioning lab.

Test:

niche language
pain language
outcome language
proof angles
pricing anchors

Until replies and booked calls spike.

👉 What’s your main constraint right now (A / B / C)? 


(don't worry, Shark got some steak 🥩)



✌️🧡🌮

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Rafael Garcia

S Brian Smith 🪜

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S Brian Smith 🪜

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