Business Operations & Financial Consulting

Preston Cardwell

(0)

Starting at

3,000

/mo

About this service

Summary

Review of the business operations and financials to identify improvements, efficiencies, and automations that can improve the long-term financial health of the business, reduce costs, and increase efficiencies and customer satisfaction. With over 7 years of experience in consulting solutions and financial analysis, I have experience in a wide array of industries and have implemented processes and that have saved time, money, and contributed to increased revenue.

Process

Initial consultation on the business, financials, and goals.

I will do a deeper dive into the processes, financials, and long-term strategy. This may include a few back-and-forth conversations.

Short planning meeting, or brief exchange of information, to answer any questions and discuss processes/automations.

I will create deliverables and create and implement any requested automations.

Final review and wrap up.

What's included

Action Plan
Action plan with clear outlines of the actions to improve growth, increase efficiency, reduce cost, and/or improve customer satisfaction, etc. The action plan includes key metrics to evaluate success.
Financial Analysis Summary
If applicable, the deliverables include a schedule of the current financials of the business, which include identified key performance indicators (KPIs). The schedule also includes targets for the financials and KPIs.
Financials Template
If applicable, the deliverables include a template for the financials and key performance indicators (KPIs). This template can be used on a go forward basis to track the health of the business and the success in achieving key metrics.

Skills and tools

Financial Advisor

Financial Consultant

Business Consultant