I assist financial planning firms, business owner/operators and executives step out of the whirlwind of daily operations / back office activities and into more strategic areas to increase profitability, efficiency, and scalability.
With over 20 years of experience in business systems analysis and information technology consulting, I am able to quickly evaluate the current systems and procedures in place and determine areas to be leveraged, optimized, or automated. By identifying, prioritizing, and then improving the business systems and technology the business owner is able to delegate or automate much of their daily activities.
Your first step toward success is to schedule a complimentary 30-minute Business Strategy Session to discuss business goals and challenges. I am normally able to identify several areas with opportunity for improvement and provide professional recommendations for the best steps to take your business to the next level.
your Business Strategy Session: