A business strategy is a plan that outlines the steps an entrepreneur will take to achieve their business goals. Having a sound business strategy is as individual as the business owner himself/herself.  By asking guiding questions and learning about goals and objectives, I assist business owners in developing their unique strategy to increase revenues, cut costs, and promote growth.  Although I have prepared countless business plans for clients over the years, my approach now is to support, advise and guide business owners with an experienced, unbiased approach while they formulate their own exclusive business plans.

Financial management is the process of evaluating a company’s financial condition, making changes based on informed decisions, and tracking outcomes. I help business owners with the tools and information they need to oversee financial planning, budgeting, risk assessment, and accounting procedures. I recognize that most business owners are not accountants and often don’t understand their financial statements.  By developing a unique financial dashboard that allows business owners to monitor the fiscal health of their organizations on a consistent basis, they can make changes to increase profitability and net worth of their businesses.

Business efficiency means producing goods or services using the smallest number of resources.  In doing business efficiently, the profitability of a company improves.  By examining the business systems and processes (or lack thereof), I help owners identify bottlenecks and inefficiencies in transforming materials, labor and capital into revenue, services and products.  A common bottleneck is often the business owner himself/herself, so I provide tactics to get the business owner out of the way of the company’s maximum efficiency.  Fixing inefficiencies in customer acquisition and retention, employee hiring, onboarding, and training, and product or service delivery can have enormous impacts on the company’s profits.