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.

Understanding and managing your finances is 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!

I’m committed to getting you results, helping you achieve your goals, and managing a business that thrives!

"I can say with absolute certainty that the greatest decision I’ve made for my business thus far has been hiring Kim. Working with Kim keeps me consistently inspired, motivated, and excited. I am now breaking through into meeting goals that I never imagined I could, and I owe this to her."
Marisa Fanelli, Healing Point Therapeutics
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

Budgeting and Forecasting

Pricing Products and Services

Hiring and Team Growth

Product/Service Development

Managing Cash Flow

Strategy Sessions

Strategic Coaching Session

Receive personalized coaching and guidance to ensure that your business goals are aligned with your long-term vision and that your current efforts are leading you in the right direction to achieve those goals. In this one-hour session, you will receive expert guidance on navigating challenges and gaining clarity on goals, enabling you to focus your efforts on what truly matters most for success.

Duration: One-Hour

Pricing Strategy Session (for Service-Based Business)

Customized to your specific business needs, this (2-hour) session uses a strategic approach to pricing your services. We’ll analyze financial goals, budgets, operations, services, and target markets to make informed pricing decisions, maximizing profitability while considering costs, market demand, and competition. Gain a competitive edge, adapt to market changes, and align pricing with revenue goals and client budgets. 

Duration: 2 Hours + pre-session work

Includes: Pre-session questionnaire, basic financial review (financial statements and current pricing), and 2-hour session.

Revenue Strategy Session

Gain a holistic view of your business’s revenue potential that goes beyond pricing strategies alone. We’ll analyze your current revenue streams, identify market opportunities, and align strategic business goals to create a custom roadmap to propel your business forward. In this half-day session, we go beyond the surface, delving into specific business strategies aimed at increasing revenue, improving operations, and achieving sustainable growth. You’ll receive tailored solutions to your business challenges and insight to help you achieve small business success.

Duration: 3 Hours, Pre-Session Work + Follow-Up Meeting

Includes: Pre-session questionnaire, 3-hour session, and 30-minute follow-up meeting.

lady writing in journal on chair

Small Business Consulting

Owning a small business can be a source of sleepless nights – you’re busy, overwhelmed, fully booked, and immersed in daily operations. It’s challenging to see the path toward increased revenue and sustainable growth.

I specialize in maximizing your profit by crafting a personalized financial strategy while making improvements to operations and ensuring your products and services align with the values and expectations of your market.

My consulting services cater to small business owners, whether in retail, product, or service-based industries, who find it challenging to balance managing and working in their business and are ready for external support.

I provide you with the knowledge, tools, and guidance needed to make decisions confidently and implement changes essential for boosting your business’s profitability and impact.

  • Clear financial insights: understand your numbers so that you can make informed decisions.
  • Efficient action plan: align services with client needs.
  • Strategic pricing: market needs and revenue goals in harmony.
  • Delegation guidance: regain time and foster team growth.
  • Expert support: deep understanding for confident changes, increased profit, and customer connection.

During our initial kickoff meeting, we delve into your business, exploring your goals and challenges. I then thoroughly analyze your financial records, pricing, costs, and expected sales, providing recommendations for improvement.

Over the next 3 months, I will provide dedicated support to help you implement these changes and address any ongoing challenges you may encounter. Our work together focuses on both overall business strategy and day-to-day problem-solving.  In addition to our weekly meetings, you’ll have access to me through email and Voxer support throughout this process.

Every business is different, with unique needs and goals. Please schedule a call to get a custom proposal specific to your business needs.

Consulting plans may include creating budgets, sales projections, profit analysis, or pricing scenarios as relevant to the engagement. These services are often a necessary component of data-driven decision-making and are included in the consulting proposal package. 

Working with Kim has been great. She was instrumental in helping me to streamline processes, improve back end systems, and think differently about revenue. She is incredibly responsive to questions, and is a great thought partner when it comes to brainstorming different ways to approach a situation. I would highly recommend working with Kim.
Sarah Mann
Sarah Mann, SPHR, SHRM-SCP, Spark HR Consulting
As a graphic designer and especially an illustrator, it's been hard to find applicable financial guidance that encompasses all the work I enjoy doing. I was impressed with the way Kim understood and expanded my own view of my business. I walked away from our revenue strategy session with an empowered understanding of my pricing, a more aligned direction for my business, and a sense of ease in knowing that I can support a full life doing the work I love.
Kaitlyn Ripaldi, YellowLeaf Design
Working with Kim was the best investment of time and money I've made in my business so far. I'm particularly grateful for her coaching around sales- she helped me establish a process that feels comfortable and authentic, and, as a result, is effective with my ideal clients! Her organized approach, practical advice, and 360-degree perspective on my business were key factors for a sane and successful business launch.
Catherine Sullivan
Catherine Sullivan, Strategy that Matters

Fractional CFO Services for Small Businesses

Financial experts provide invaluable services for the success of your small 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. 

This is why I provide project-based and fractional CFO services that give you the insight you need to make confident financial decisions as you move your business forward.

Fractional CFO services can help you plan, make decisions, and regain control of your business.

  • Gain financial clarity for achieving revenue goals, and making smart decisions in your business.
  • Clear plan for resource optimization, profit-focused pricing, and increased cash flow.
  • Adaptive pricing system for changing factors like material costs, economic trends, and customer behavior.
  • Sales projections to help you know where to focus your time and energy.
  • Foster a positive work environment for you, your team, and your customers or clients. 

Depending on client needs, Fractional CFO services may include:

Budgeting and Financial Planning • Financial and Operational Strategy • Sales Trends and Analysis • Financial Forecasting and Projections •  Cash Flow Management • Business Management Reports • Profitability Analysis • Pricing Strategy • Retail Pricing • Product Cost Analysis • Custom Pricing Templates • and more!

We kick off with a meeting to discuss project details, expectations, and timelines. After gathering necessary materials, I conduct a comprehensive financial analysis tailored to your needs. Throughout the process, we stay in touch for any questions, meeting again if necessary. In a final meeting, I present the results and provide guidance on utilizing the materials moving forward.

Please schedule a call to discuss your specific business needs. 

Every business is different, with unique needs and goals. Please schedule a call to get a custom proposal specific to your business needs.

Fractional CFO Services are customized and designed to meet your specific needs. These services are primarily project-based services. However, ongoing services may be an option depending on my availability. 

"As a business owner, you are always growing with your business, so while one month I may feel steady, the next month I am doing something totally new that I’ve never done before. Kim is my anchor that I can always count on to give me feedback and guidance that ultimately strengthens my business and enhances my business – and therefore my life, as a whole."
- Caitlin Carey, popevent
Kim Dawson—passion-to-profit-book

Financial Health Assessment

A Financial Health Assessment aims to provide an overview of your business’s financial well-being, enabling informed decision-making and fostering sustainable growth. You’ll gain insight into key aspects such as profitability, cash flow, and cost structures.

By understanding how your business measures up to industry standards, you can identify strengths and opportunities for improvement to stay competitive.

Additionally, you’ll be able to spot early warning signs and address aspects of your business that need attention.

Overall, you’ll obtain a clear financial picture of your business along with strategies to make informed decisions for future success.

  • Initial Meeting (30 min.)
  • Financial Assessment
  • Final Meeting (30 min.)

Estimated 2-3 Weeks (depending on availability and schedule)


These assessments require that you are able to provide accurate, up-to-date bookkeeping and financial reports. These reports should include at least a full year of data, including the current fiscal year as well as the prior year.