Ways I Can Help
Not sure exactly what you need? That's okay. Let's talk and come up with what's right for you.
The way I see it I can help in three ways:
1. You need one-time help. Maybe you have a project for me to take on. You tell me what you need help with, I'll tackle it and we both move on from there. You can call me whenever the need arises.
2. You have someone on staff who will take on the ongoing work, but you need me to train them, get them set up for success and you can call me later to tell me how great it's going.
3. You need someone to do ongoing work but are having trouble defining the role. I'll help you identify the need, develop a plan, and find the perfect person to do the job. I'll even help train them and get them all set up.
CFO Services
Strategic and Operational
Are you unhappy with your accounting software? Let's fix that.
Did your bookkeeper retire and you haven't replaced them yet? No problem, let's come up with a plan.
Need a better way to track and improve cash flow? Great! That's one of my specialties.
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COO Services
Business Operations
Building out your suite and need help coming up with a plan? I've done that too.
Wondering if your IT services are up-to-date? I can assist you with that.
Facilities in need of repair or negotiating a new lease and need to know how to approach that? Been there, done that.
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Strategy and Governance
Expert Guidance
Expanding the services you offer in your practice? I can help you write a business plan.
Is transformation on the horizon but your staff isn't totally on board? I can help you get buy-in.
Does your mission need revitalization? Let's make your organization the best it can be!
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