Strategic Planning

• Growth & market entry roadmaps
• OKR design and cadence
• Pricing & packaging strategy
• Board/Investor materials

Financial & Risk Advisory

• Budgeting & forecasting models
• Cash flow & scenario planning
• Internal controls & risk mapping
• Policy & SOP development

Operations & Process Improvement

• Process mapping & SOPs
• No‑code automation playbooks
• KPI dashboards
• Vendor/tool evaluations

Industries We Serve

• Professional & Financial Services
• Light Manufacturing & Distribution
• eCommerce & SaaS
• Community & Nonprofit