Our Services

Financial Health

Maximize profit by improving the financial health of your organization.

As a small business owner, there is a point where it becomes complex to determine the right path forward as you work to grow your business — from when to invest in new staff to creating systems to help you determine whether you’re achieving profitable growth.

You know you need strategic support, but you’re too busy to even really think about it.

I can help you identify the systems, processes, and business intelligence your organization needs to be financially healthy and achieve sustainable growth.

Financial Analysis

  • Analyzing monthly expenses and operating cost
  • Cashflow forecasting with monthly revenue targets
  • Estimating labor costs
  • Analyzing and estimating product/service/project profitability and costs
  • Pricing and hiring recommendations
  • Recommendations to stabilize cashflow
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Operations Improvements

Save time and empower your team by improving processes and collaboration.

If you want to grow and scale your organization, you need (a) the right team members, in the right seats and (b) to develop holistic systems and processes to allow your business to be able to run without you.

By taking the time to improve your business operations, it will drastically improve your organization’s ability to manage the sales process, optimize project management, and efficiently onboard new team members.

Together, we’ll empower the different functions of your organization to work together cohesively to grow your business.

Project Management and Resource Planning

We understand how to optimize your team's utilization to efficiently meet project goals, resulting in costs savings across the entire company. We work to help you with:

  • Assistance in breaking down projects into tasks with time estimates, priority, and dependencies
  • Scheduling team resources to utilization targets
  • Prioritized planning and scheduling of tasks across a portfolio of projects

Team Development

We can help your business build highly effective teams by empowering people at all levels identify and leverage their unique strengths to contribute to business goals. Some of the ways we have helped our clients include:

  • Clarifying roles and responsibilities
  • Improving trust, accountability and communication
  • Supporting managerial ability to mentor and lead
  • Leveraging personality assessments
  • Optimizing for team members' strengths and interests

Leadership Development

Thrive as a leader with strategic decision-making support.

To make strategic decisions, you need to know the business metrics that you need to check consistently to know the whether your organization is on the right track.

Beyond metrics, when you find yourself facing the TOUGH CALLS — such as deciding whether to fire a client or an employee, developing a strategy for negotiating contract terms, or realizing that you need to pivot your business model — I can help you navigate these decisions and put things into perspective. I am your ‘voice-of-reason’ with an objective view.

Coaching & Mentoring

I provide leadership coaching and mentorship depending upon your unique needs. My clients have benefited from my help with:

  • Burnout management/prevention
  • Time management
  • Prioritization and delegation
  • Hiring and onboarding
  • Team and client relationship management
  • Communication
  • Mindset
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Ready for help?

If you’re open to change and ready to receive what I like to think of as a perfect mix of tough love and strategic support, I’d love to connect!