Small Business Consulting & Strategies to Achieve Your Business Goals
Move Forward with Confidence in Your Pricing and Revenue
Looking for clear guidance on growing your business more efficiently?
I provide you with a clear financial picture so you can understand where you are and exactly what steps you need to take to get where you want to go.
Pricing and numbers may not be the fun part of your business, but they are key to the success of your business. When your business is generating revenue and profitable, you’re able to:
- Hire the right team members
- Create a working environment employees love
- Make confident decisions on how to invest, expand, and grow
- Contribute to your community in a more meaningful way
- Enjoy your business the way you’ve always envisioned you would!
Through my Small Business Consulting, Strategy, and Management Accounting Services, I’m committed to getting you results, helping you achieve your goals, and managing a business that thrives!
Your Small Business is Like No Other
I take the time to get to know you and your business and customize a plan that’s just for you. I combine your goals and needs with financial data and analysis to make thoughtful, practical, and strategic recommendations for you to move forward with confidence.
I Work With You In:
Financial Goals and Profitability
Pricing products and services
Sales
Hiring and Team Growth
Budgeting and Forecasting
Product/Service Development
Small Business Consulting & Strategy
Owning a small business can keep you up at night. When you’re busy, overwhelmed, and working daily in your business, it’s hard to clearly see the path forward to increasing revenue and profit in order to grow. I help you maximize your profit by creating a financial strategy specific to you, so your business can run as efficiently and profitably as possible. My Strategic Business Consulting services are for retail, service, and product-based small business owners who can’t keep up with both running their business and working in their business and are ready for outside support.
I provide you with guidance and a comprehensive plan consisting of strategic, financial, and operational plans that will help you make decisions with confidence so you can implement the changes needed to boost your business’s profit and impact.
- You’ll gain a clear understanding of where your business stands financially so you don’t need to worry about whether or not you’re generating enough sales to cover the cost of doing business.
- You’ll have an action plan for improving efficiency and aligning services and products to your client’s needs.
- You’ll have new pricing and offerings that align with both your market’s needs and your revenue goals.
- You’ll know what you need to delegate (and how) so you can regain your time and create a better environment for your team to build and grow alongside you.
- You’ll have someone by your side to provide you with a deep understanding of the financial and operational aspects of your business so you can implement changes with confidence, increase profit, and stay connected with your customers!
- Initial kickoff meeting where I get to know you and your business, as well as gain a better understanding of your challenges and what you want to achieve.
- I spend time reviewing and analyzing your financial records, current pricing, profit margins, costs, expected sales, and the overall financial health of your business and make recommendations for improvement so you can move forward with confidence.
- I support you over the next 3-6 months (depending on your needs) as you implement the recommended changes. We also address any ongoing issues or challenges you face along the way.
- I provide you with email support as well as Voxer (a voice messaging app) support
Consulting plans start at $6000. Schedule a call to get a custom quote specific to your business needs.
I love meeting my clients in person whenever possible for our kickoff meetings! Depending on my travel schedule and the scope of the project, I may arrange an in person meeting for our kickoff meeting to establish a foundation, build connection, and get a full experience of your business. Meetings not conducted in person will take place on Zoom.
Management Accounting Services
Financial experts provide invaluable services for the success of your business and help you understand your bottom line. But most small business owners don’t have the resources to hire a full-time CFO or in-house accountant. I provide Management Accounting Services that give you the insight you need to make confident decisions as you move your business forward.
Management accounting can help you plan, make decisions, and regain control of your business.
My Management Accounting Services include:
Retail Pricing • Product Cost Analysis • Sales Trends and Analysis • Financial Forecasting and Projections • Budgeting and Financial Planning • Cash Flow Analysis • Business Management Reports • Custom Pricing Templates • and more!
You’ll gain a clear action plan to increase your profit, improve your cash flow, and continue building a sustainable business that benefits you, your team, and your community.
- You’ll understand the financial landscape of your business so you can know exactly how much revenue you need, what investments you can afford to make, and the steps to take to achieve your goals
- You’ll have a clear plan for maximizing resources, pricing for increased profit, and increasing cash flow
- You’ll have a system for adjusting your prices as external factors change, such as the costs of materials, economic trends, and customer purchasing behavior.
- You’ll have sales projections so you can plan ahead as you prepare to implement changes
- You’ll be able to confidently provide an environment which staff love working in so you can continue enjoying your business, contributing to your community, and creating meaning.
- Initial kickoff meeting where we discuss the details of your project, expectations, timeline, and deliverables.
- I’ll ask you for materials I need to get started and begin my review. We’ll check in with a second meeting to answer any additional questions.
- I get to work! Depending on your specific needs, projects may include a complete financial analysis of your business including product/cost analysis, sales trends, budgeting and financial planning, cash flow analysis, custom pricing templates, business management reports, and more.
- While I work on the project, we remain in communication for any questions that arise. Once complete, we meet again to go through the results of the project. I provide you with a presentation of the materials and how to use them moving forward.
Schedule a call to get a custom quote specific to your business needs.
I love meeting my clients in person whenever possible for our kickoff meetings! Depending on my travel schedule and the scope of the project, I may arrange an in person meeting for our kickoff meeting to establish a foundation, build connection, and get a full experience of your business. Meetings not conducted in person will take place on Zoom.
Revenue Strategy Session for Service-Based Businesses
Discover peace of mind for your service-based business as you create a financially sustainable business that supports you and the life you want to live. With the knowledge and support gained in a Revenue Strategy Session, you’ll have a financial plan designed to help you reach your revenue goals so you can support yourself and your team, increase your community impact, while reducing stress and finding more joy in your business.
What I often find is that small businesses, even when busy, aren’t as profitable as they could be. They work too hard for too little and struggle to cover their expenses or pay their teams enough to attract the right talent. They know they need more money to reach their personal financial goals and support their business, but aren’t sure how to get there.
A Revenue Strategy Session gives you the blueprint and expert guidance to unlock profit potential and boost revenue growth.
- You’ll walk away with a clear understanding of your annual revenue goal and how to price your offerings to reach it.
- You’ll be optimized for profitability while still being realistic for your target market.
- You’ll have a defined strategy that increases your chances of attracting your ideal clients.
- You’ll know how to design client packages tailored to your niche and market.
- With a detailed action plan and strategy, you can start implementing right away!
- Whether you’re looking to update your pricing and offerings, create new packages, develop new pricing for proposals, or re-evaluate your niche and market, a revenue strategy can help you determine the steps to take and how.
- The session includes a pre-session questionnaire, a 3-hour session where we deep dive into your business (via Zoom), and a follow up call three months later to check in on your progress.
- You’ll receive an annual revenue goal, optimized pricing for your target market, a strategy for implementing your new prices and service offerings, and a detailed action plan to ensure your success.
$1295
Sessions are limited, so book early!
Note: If you own a product-based business, revenue strategy is offered through consulting plans, accounting services, or custom projects. Please schedule a free consultation to learn more.