Our Services

Strategic Planning

As your business matures, the way you make decisions changes too. Our strategic guidance helps you work through important questions that boost your profitability and confidence so you can feel good about moving forward.


Here’s some examples of how we craft strategies for success:

Sometimes, you need an experienced “numbers person” to turn to.  We meet with clients on a weekly, monthly or quarterly basis to talk through questions, explore process improvements, assess viability of new initiatives and so much more.
You’ve got ideas and need to pencil them to test their viability. We work with you to create compelling and professional Company Materials – deck and/or financial model – that meets industry standards to raise capital.  The goal is to communicate the business model, demonstrate its viability and provide clear metrics for success. 
You need help making a business decision. Can I hire a new salesperson? Is this new machine worth the investment?Are my prices too low? What return am I expecting on this marketing campaign? We’ll take time to understand your situation, ask the right questions and model out some options that make the most economic sense.
Too many business owners are squeezing themselves out of a decent profit margin with every sale. The first step to stop this bad practice and ensure your long-term viability is to do a detailed costing and break-even analysis to see how bad (or good!) your margins really are.

Here’s a peek into what it’s like to work with us


First, we need to hear from you! Fill out our Contact Form. Tell us about your business and how we can help you achieve your goals.


We schedule a consultation so we can clarify your goals and get to know each other.


If we’re a good fit for each other, we’ll put together a tailored proposal for your review.


We kick off with our Onboarding process to collect the info we need to get started.


We put your numbers to work!