People
Process Optimization
With years of experience streamlining business operations, I take over the areas of your business that spark the least joy for most small business owners: areas like finance, human resources, project management, profit tracking, and all the day to day workflow optimizations unique to your company’s needs.
Operations and Team Management
Now that we have the optimal team in place, having a strong presence to lead and manage the team is more important than ever. Regardless of your team composition (full-time, part-time, contract or consultants), I will help you make sure your team works together both cohesively and efficiently. I’ll be your trusted partner to help make critical decisions and step in to resolve conflicts or provide direction when conflicts arise.
Team Optimization
A high performing team is a key component to a successful and scalable business model. I use the Gallup Strengths Finder Assessment results and conduct an in-depth review of your team to identify areas of opportunity. These changes can be anything from small tweaks to larger changes in the organizational structure of the team.
Recruiting Strategy
As your business grows, you will need to hire. Hiring the right people can make or break your growth process. After conducting a team optimization assessment I will provide you with the specifics of the role and a clear understanding of the skills, strengths and overall fit for the perfect candidate, not just in relation to the task at hand, but one that will complement your existing team and promote a strong company culture.
Money
Financial Analysis and Reporting
To keep your business moving forward, it’s important to always know where you stand. I provide the reports, knowledge, and perspective you need to identify exactly where to make the necessary adjustments to increase revenue and reduce costs.
Financial App Integrations
Today we are lucky to have access to many apps and tools to improve our daily financial processes. I understand which will best meet your needs and how to integrate these tools to work together optimally. Some examples are cloud-based accounting software, automatic bank transaction feeds, payroll, inventory control, electronic receipt tracker, virtual point of sale, time tracking, etc.
Day to Day Finances
The day-to-day financial tasks require strong attention to detail, accuracy and confidentiality. I can provide immediate support to reduce the burden on these areas. Examples include: banking, day-to-day bookkeeping, financial reporting, payroll, etc.
Financial Planning and Projections
A forward focused plan is critical to the long term growth of any business. After completing an analysis of your past financials, not only do I put such a financial plan together, but I monitor its performance and ensure that day-to-day activities are in line with the objectives we set.
STRATEGY
Strategic Consulting
When you or your business is at a strategic crossroads, I’m not only the person you ask whether or not it's a good idea I’m the person you ask how we can make it happen. I will always provide you with an unbiased perspective. That means that beyond being a creative soundboard for new ideas, I will help you understand the benefits or setbacks for both your business and team. I do this by helping you see how the new opportunity will impact both the short and long term forecasts. From there, I jump in to set the proper targets, and create the roadmaps needed to achieve the goal.
Brainstorming Sessions
How many times have you had a new idea or opportunity, but failed to take it on because you were afraid it might tax your team or cost too much? Maybe you couldn’t see the steps to take to make it a success. Risks like this are how new businesses grow. You have to know which risks are worth it and which are not.