Consulting
Need some one time help planning a major purchase, move, or new product line? Or maybe you're looking to get a new POS system or deciding if you should hire employees or determine a succession plan. I can help plan for the change as well as the long term effects to you personally and your business. These sessions include the planning and implementation phases and can also extend to after implementation if needed.
What you bring
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The idea you are wanting to make reality
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Any research you have already performed
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Up-to-date accounting and electronic copies of basic financial statements
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The time and energy to work through the planning and research so this change will happen right the first time!
What you get
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Customized plan with various options to choose from
- Monthly and annual projections to show how this change will effect your business, specifically your finances
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Planning sessions including templates and documents to help work through the process
- Meetings as often as needed either virtually or in-person in the North Coast and Portland areas.
Plan Options
Plans range depending on the scope of work. After the discovery call you will receive a proposal for work.