Business consulting and strategic planning
For owners who want help past the books. We look at how the business runs, where the profit goes and what would make it worth more.
Growth works better with a plan
Most owners wear every hat in the business. Growth without a clear financial direction tends to bring bottlenecks, missed opportunities and a business that's hard to scale or sell.
We start from your real numbers, which our bookkeeping team may already keep, and work with you on the changes, not just a report.
Where we can help
Each of these can be a one-time project or ongoing support.
Strategic planning
Where you want the business to be in a few years, the numbers that matter most and a plan to get there.
Business model and operations review
How the work gets done, where time and money leak out, and what to fix first.
Value drivers and KPIs
The handful of measures that show whether the business is getting healthier and more valuable.
Systems and processes
Writing down how things work so the business depends less on you.
Staffing and leadership
Who does what as the team grows, and whether the business can scale with the people it has.
Regular check-ins
Budgets and forecasts tied to the plan, reviewed together to see if it's working.
Signs it's time
If any of these sound familiar, a first meeting is a good place to start.
- Revenue has leveled off and you're not sure why.
- You're busy, but profit isn't growing with sales.
- You're stuck in day-to-day work and can't step back.
- You're thinking about selling, but the business isn't ready.
Consulting questions
How does a consulting project start?
With a first meeting about your business, what's getting in the way and what you'd like to change. From there we put together a plan with clear goals and regular check-ins.
Do you work with startups?
Yes. New owners usually start with a business plan and financial projections.
Can you help me get ready to sell?
Yes. That starts with a valuation and a look at what a buyer will check.
Tell us what's slowing the business down
Call or send us a note to set up a first meeting, in Missoula, in Ronan or by video.