Our Services
At the core of every successful company lies its operations. A strong internal foundation is crucial for sustaining growth and retaining top talent. Just as you invest in your clients, investing in your company's operational backbone is key to unlocking its full potential.
That's where I come in—bringing a direct, objective perspective to strengthen your company’s foundation and position it for long-term growth.
Finance
Driving profitability through precise forecasting, cost management, and conquering realistic financial targets.
Audit of Current Data Systems: Review time-tracking data, financial reporting systems, and dashboards to identify gaps and improve data accuracy and reporting efficiency.
Loaded Cost and Profitability Formulas: Create formulas for individual loaded costs, project profitability, and average billable rates, aligning metrics with industry best practices and agency goals.
Financial Forecasting: Build a comprehensive financial forecast that combines actual and projected income and expenses, including growth scenarios to assess financial risks and opportunities.
Operations
Streamlining workflows through resource capacity planning, process optimization, and system organization to enhance efficiency.
Capacity Planning Tools: Develop tools for visibility into client and internal project capacity, incorporating pipeline projections to address resource needs and hiring plans.
Utilization and Profitability Dashboards: Create or optimize dashboards to track metrics such as utilization by individual, role, and company-wide, as well as planned vs. actual utilization and project profitability.
People
Structuring organizations with clear roles, responsibilities, and policies, while creating effective recruiting and onboarding processes.
Target Setting & Empowerment: Collaborate with leadership to define utilization and profitability targets. Train the team to use dashboards and forecasts to meet key performance indicators (KPIs).
Why Work with Me?
My approach is hands-on and customized to your unique business needs. Whether it’s enhancing financial visibility, optimizing operations, empowering your team, or aligning your strategy for growth, I provide the tools and expertise to help your company thrive.
Let’s work together to build a foundation that supports not just where your company is today but where it’s headed tomorrow.
