Grow your business
without losing your mind.

My approach combines strategic planning, financial insights, and hands-on execution to streamline your operations and drive growth. Whether you need support improving operations, preparing for a funding round, or executing the launch of a new product, I bring the tools and expertise to get it done. Let’s make your business efficient, compliant, and poised for success.

How I Can Help

Strategy Session & Audit

Ready to elevate your client experience and tighten up your operations?
It all begins with a strong foundation and a clear look behind the scenes.

If you’re managing it all but feel like things could be smoother, or you’re not sure where to start with streamlining, this is for you. We’ll begin with a discovery day, where we’ll map out your entire business structure—from sales to managing projects and everything in between. Next, we’ll dive deeper with a high-level operations audit to examine your existing systems, followed by a summary call to go over our findings and action items.

You’ll leave with:

  • A comprehensive map of your business operations

  • Clear insight into your client journey and internal workflows

  • Customized strategies to optimize and organize your setup

  • A 60-minute collaborative session to craft your implementation game plan

Investment: $999

Efficiency Boost

Are you ready to take control and deliver your clients a polished, organized experience? My Efficiency Boost service is designed to streamline your business operations and ensure nothing slips through the cracks. This service can be used to improve a specific business process or to make
high-level changes for you and your team. I handle the details as we implement new systems and processes.

What’s Included:

  • 90-Minute Strategy Session: Together, we’ll map out your ideal client experience and operational flow.

  • Four Weeks of Hands-On Support: I am with you through the transition to ensure everything runs seamlessly.

  • Customized Templates: Get templates to help you document your new processes with ease.

  • 60-Minute Follow-Up Meeting: A wrap-up session to address any final questions and ensure ongoing success.

Investment: Starting at $5,000

Part-time COO

Work with me on a flexible, ongoing basis for exactly the time you need. Whether it’s tackling one big challenge or addressing all the moving parts, I’m here to help you streamline and organize. You’ll get the benefits of experienced leadership without the cost of a full-time COO. Together, we’ll build systems that allow you to stop putting out fires and start planning for growth. I’ll assess your operations, implement systems, and optimize processes so you can focus on what matters most—driving your business forward.

Investment: varies depending on needs

Example engagements:

  • Evaluating New Business Development Opportunities: I have evaluated dozens of new business opportunities which involve market research, financial and risk analysis, and strategic planning to ensure alignment with company goals and to outline a feasible, resource-backed rollout plan.

  • Launch and Integration of New Product Lines: I have assisted companies in launching a new product or service, handling everything from marketing, business development, compliance, legal, team coordination, and operational setup.

  • Preparation for Series A Funding: I helped prepare a client for its Series A funding round. I built financial models, evaluated the use of proceeds, and created pitch materials that helped the startup secure significant investments.

  • Data-Driven Decision-Making and KPI Implementation: I’ve established key performance indicators (KPIs) and reporting systems for financial services firms, enabling data-driven insights that inform strategic decisions and track progress over time.

  • Improving Cash Flow and Financial Operations: I have assisted with cash flow analysis, budgeting, and restructuring of financial processes to enhance financial stability.

  • Cost Reduction and Vendor Management: I have evaluated existing vendor contracts, negotiated better terms, and implemented cost-saving measures to increase profitability and reduce cash burn

  • Developing Standard Operating Procedures (SOPs): For a growing asset management firm I documented and established SOPs across departments to ensure consistency and support employee training.

  • FINRA and SEC Audit Management: I have led nearly a dozen audit requests of RIAs, Broker-dealers, and hedge funds. This required managing comprehensive documentation, coordinating team responses, and ensuring full compliance with regulatory standards to navigate and resolve each audit successfully.