Business Consulting
Better decisions
Understand pricing, margins, break-even assumptions, and the financial implications of growth.
Better processes
Clarify responsibilities, improve accounting workflows, and reduce avoidable manual work.
For startups, growing service businesses, and closely held companies making operating decisions or improving the way their financial work gets done.
Choose the work that supports your next decision
Pricing and break-even review
Examine revenue, direct costs, overhead, and capacity assumptions. Compare pricing choices against the costs of delivering the work.
Accounting systems and training
Review your chart of accounts, transaction flow, and reporting needs. QuickBooks setup and team training can be scoped as a dedicated project.
Budgets and operating measures
Build a plan and a focused set of metrics that your team can maintain. Assign an owner, data source, and review cadence to each measure.
Process improvement
Map the current workflow, identify control gaps and repetitive steps, and prioritize realistic changes. Automation is tested and approved before live use.
How We Work Together
Define
Choose a specific business question and desired deliverable.
Understand
Review the records, people and current process.
Design
Compare options and document the recommended changes.
Implement
Agree on owners, a rollout plan and follow-up measures.
Prepare for Your First Conversation
Bring a short business overview, current financial statements, the decision you need to make, and any existing budget or process notes. Screenshots or a process walkthrough can be useful; avoid sending passwords or client records through ordinary email.
Discuss Your Business Priorities →
Consulting deliverables and implementation responsibilities are agreed in writing. Management retains responsibility for business decisions.
Common Questions
Is consulting the same as monthly CFO support?
No. Consulting can be a focused project with a defined deliverable. Ongoing controller or CFO support adds a recurring financial management and review cadence.
Do you provide QuickBooks training?
Yes, as a scoped service based on your accounting file, team roles, and the tasks staff need to complete.
Will you implement an automated workflow?
Implementation depends on system access, permissions, integration capability, and the approved scope. A proposed workflow is not a promise of an existing live integration.