Trusted Consultants

Our consultants support and contribute to the existing CFO and C-Suite.  At times various financial work is outsourced to us to manage and implement.  Additionally, we may receive ad-hoc projects to work with your board, finance committee, or a specific department within your organization.  Our team starts by learning more about your business.  And to understand the strategic priorities of your organization.  We develop a plan that aligns with your goals, objectives, and company culture.  By identifying opportunities for growth & efficiency we map a clear path to the desired outcome.  Thereby quantifying the value, we add to your organization.

We understand that financial management is a crucial part of running a successful business. Planning and executing are not events, but a continuous process. The scope and depth of our involvement is up to you. We help shape the desired outcome and quantify the financial benefit to your organization.  Which key metrics do you desire to improve?  Our business and corporate consulting services may include budgeting, cash flow analysis, forecasting, financial planning, banking relationship enrichment, deposit analysis, pre-lending (application) consultations, capital introductions, expense management, RFQ, and other sales management projects to increase revenue.  The outcome?  A financially healthier, efficient, and more resilient organization.

Our marketing consultants will help you create a strong brand and develop effective marketing strategies to reach your target audience.  We go deeper to see and understand how your employees are engaging with your customers & clients.  Do your existing processes and training support the vitality of the customer's experience?  Identify your next phase of revenue growth.  Your marketing strategy, sales, business development, relationship management, and customer service initiatives are critically important to support and deliver on your revenue forecast.  We believe each client interaction is a profound opportunity for differentiation.