Services

We help organizations run more smoothly in three key areas:

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Financial Systems

Let’s be honest: you didn’t start a business so you could wrestle with QuickBooks and become a Financial Analyst. But having those numbers handy is crucial to making good business decisions. We’ll customize a workflow for your company + make sure you’re tracking the right metrics for your agency. This’ll give you clear numbers and data-driven insight into your financial picture enabling you to identify the changes you need to make in order to increase your profit margins. 

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Operational Processes

In #agencylife, change can happen often and fast. How your company responds to change can reflect how well your operational systems are working for you. I will examine your current processes, identify any cracks in the foundation, and make a plan to repair them so your team is ready for anything.

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HR & Culture Strategies

The best companies invest in attracting and retaining great people. I know what it takes to build a great team, and I will create a customized solution to ensure you’re hiring the best people for your organization. I can also guide you on key benefit strategies and other best practices to ensure you’re bringing in–and keeping–the best talent.

 
 
 

We won’t leave you stranded. Promise.

Some consultants are great at identifying your agency’s weaknesses. But then they move on, leaving you with an even longer to-do list and no one to execute the plan. We’ll actually work with you and your team to knock out each initiative one by one. Plus, we'll teach your team everything they need to know to maintain their gains, and keep things humming smoothly long after we’re gone.

 
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My realm of expertise includes:

  • Accounting Processes Optimization

  • Budgeting and Financial Reporting

  • Setting Profitability/KPI goals

  • Operational Infrastructure Implementation

  • Process Creation and Refinement

  • Alignment of Financial Goals and Operational Goals

  • HR Framework/Process Implementation

  • Alignment of Employee and Company Goals

  • Growth and Retention Strategies