Financial Consulting
Financial & Operational Consulting
Strategic Consulting to Transform Your Business
With 40+ years of financial and business experience, I provide strategic consulting that helps you identify opportunities, eliminate inefficiencies, and build a more profitable, sustainable enterprise.
Book a ConsultationFinancial Consulting Services
Financial Analysis & Reporting
In-depth analysis of financial statements, profitability drivers, and performance metrics.
Business Planning & Forecasting
Build comprehensive business plans and financial projections for lending, investment, or strategic planning.
Tax Strategy & Planning
Proactive tax strategies to legally minimize your tax burden for both businesses and individuals.
Risk Assessment
Identify financial and operational risks and develop mitigation strategies.
Operational Consulting Services
Business process review and optimization- Internal controls design and implementation
- Accounting systems evaluation and setup
- Chart of accounts design and restructuring
- Workflow automation and efficiency improvements
- Staff training and financial literacy programs
- Vendor and contract negotiations
- Performance measurement systems
Consulting Fees
Hourly Rate$175 – $300 / hour
Project-BasedQuoted on scope
Monthly Retainer$1,500 – $5,000 / month
Ready to Optimize Your Business?
Let's discuss how expert consulting can improve your financial and operational performance.
Schedule Free Consultation