your goals are
momentum’s focus

Your firm is unique. When you work with me, I take the time to understand your company then develop improvement strategies tailored to your needs. Whatever your goals, whatever your needs, our first conversation is free and without obligation.

  • Consultation Services

    Whether you’re looking to achieve a specific objective or seek better solutions to the challenges you face, my consultation services can help. I will take an in-depth look at how your company operates, then provide expert recommendations and a plan on how to reach your goals. Beyond that, I can directly assist with implementation, or simply provide the guidance you need.

    Here are a few of the many ways I can help:

    • Develop accurate, meaningful, and timely financial reporting so you know what’s going on when it matters
    • Simplify billing and improve collection techniques to quicken cash flow, increase timeliness, even add AGI
    • Refine workflow and scheduling to facilitate better results with less effort
    • Create or improve information storage and sharing systems, including implementation of agency management software solutions
    • Analyze company motivation and reward systems including personnel reviews, compensation and benefit packages, open book management, profit sharing, etc.

    Additionally, I can advise and help agency principals and leadership:

    • Recruit, hire, and train the right people for your organization
    • Create, empower, and mentor key leadership positions
    • Delegate more responsibilities in new and beneficial ways
    • Reduce distractions so you can stop reacting and spend more time working with intention
    • Develop vision and values statements to ensure the company’s culture reflects your core principles
    • Set short- and long-term goals for you and for the company, and create accountability systems to measure progress
    • Create an environment where you can spend less time working in the business and be more effective working on the business, truly providing the unique and invaluable skills only you can contribute
  • Speaking Engagements

    Speaking to marketing and communications groups is a priority for me. If you would like me to present to your team, simply contact me so I can discuss your interests. See videos of some of my prior speaking engagements here.