Business Transformation Specialist

Take your Business and Operations to New Heights of Success!

LET'S TALK

Maximize the four factors integral to your success - People, Productivity, Profit, Growth - using our IDEOS™ mantra, visualization of business planning, and proven techniques to boost your business.


HOLISTIC IMPROVEMENT PATH

MANTRA

INTEGRATE

Identify, educate & implement tech integrations to reduce the work

Benefit
Eliminate Work


DELEGATE

Create processes to power delegate the work & monitor operations

Benefit
Embrace Clarity

ELIMINATE

Eliminate unnecessary work through automation & process improvements

Benefit
Energize Growth

OUTSOURCE

Identify & integrate outsourcers to further streamline your operations

Benefit
Ease the Learning Curve


STAFF

Recalibrate staff into roles and career paths best suited to skills & passions

Benefit
Engage Staff


SERVICE LEVELS

Implementation

We work with your Executive and Operations Team to transform your business, improve operating methods, manage and implement solutions, and provide individualized business planning assistance.

Advisory

We teach your Executive Team and Operations Manager the business-boosting techniques and provide strategic business planning assistance.

TESTIMONIALS


James Williams
Williams Financial

Jen helped our firm establish a new and better strategic direction that was more aligned to our culture. While the process was challenging, in the end it was rewarding and it helped our entire team develop an singular clear focus.


Michael Pallozzi
HFM Advisors

Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen


Christine English
Marshall & Associates

Jen has been great at listening to and teaching a team of diverse personalities; helping us to figure out and work with each of our strengths and skills while moving our individual goals into one common direction for a successful company.


Tim L. Baker
Timonier

Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don’t have or one that provides another perspective as a valuable sounding board, they will be worth your engagement. We made several fintech changes to our practice…and we are confident ALL of our options were explored and properly vetted.

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