Financial and operational consulting

Whether you are trying to maximize profitability, grow revenue, or prepare for fundraising, we can help with:

• Budgeting and Forecasting
• Cash Flow Reporting
• Fundraising
• Capital Requests
• Financing Needs

A significant force that impacts growth is cash and often times the cash you need to fuel your growth comes from fundraising. We partner with you to assist with:

• Pitch Decks and Presentation Prep
• Forecasting for Growth
• Fundraising Pipelines
• Execution of the Raise

Geared towards our start-ups and small businesses, we understand the time consuming, yet extremely important tasks of bookkeeping. Our team takes this weight off your shoulders by helping with:

• Full Service Bookkeeping
• AR 
• AP
• Payroll
• Month-End

We want you to get the R&R you need, but first we need to take care of the E&E. We are passionate about your business performing at the highest level of operational effectiveness and efficiency. We help you hit this standard by looking at your:

• Accountability & Org Chart
• Goal Setting
• KPIs
• Communication Structure

Planning for the year ahead? The next 3 years? Need to get buy-in from all of your stakeholders? Executing this type of strategy planning can be time consuming and burdensome while operating the day to say. Our team takes that burden from you by:

• Strategy Session Facilitation, including:
  • Roadmap Creation
  • Stakeholder Tasking
  • Session Execution
  • Session Recap

As business owners and operators, we know that we are only as good as our team is. We believe in building high-achieving and outperforming teams. We help you build exceptional teams by:

• Identifying key team members to invest resources into
• Creating a development plan with coaching from our team and our trusted advisors
• Invitations to networking opportunities to expand resources