Data consulting for small businesses & non-profits
Holistic data consulting service for small businesses and non-profits, focusing not just on financial analysis, but on a broader range of data needed for effective decision-making
Report Analysis
⚬
Financial Consulting
⚬
Grant Management
⚬
Goal Setting
⚬
Report Analysis ⚬ Financial Consulting ⚬ Grant Management ⚬ Goal Setting ⚬
You started your business out of passion—only to realize how many hats
you’d have to wear. Let us take a few off your hands and show you how to style the rest."
By helping you clarify your goals, identify the key data needed to track progress, and define success in a way that aligns with your objectives, we empower you to make informed decisions and take meaningful action.
Success in a small business isn’t just about passion—it’s about knowing what data you have and how to use it effectively. The right lens and critical eye can save you time, money, and help your business or organization grow sustainably.
I work with clients from multiple angles, from setting baseline financial goals to optimizing financial systems for better monitoring and reporting. Whether you’re a nonprofit seeking grant funding or a small business weighing the benefits of a loan to scale operations, I can help you assess your current financial landscape, set clear goals, and develop streamlined systems that support strategic, data-driven decisions.
Our Services
We offer customized, uncomplicated full service consulting for small business owners & non-profits
Strategic Consulting for Nonprofits: Funding, Governance, & Financial Planning
Funding Strategy & Impact Communication- ensure messages are cohesive across all outlets, develop impact data collection processes, identifying potential funders & assist in securing grants
Board Support & Development- formalize expectations, establish reporting cadence, attracting new board members
Data-Based Budget Setting- create budgets aligned with priorities, including program level detail, provide forecasting and scenario planning to strengthen long-term financial stability
At Consulting by Numbers, we empower nonprofits to strengthen their funding strategies, board operations, and financial planning—so they can thrive in today’s challenging landscape. We work alongside your team to clarify your message, organize your financials, and position your organization for long-term success.
Expand Your Vision with Data-Driven Insights
Operations insights- process clarity, capacity analysis, and tech optimization
Marketing analysis - identify target markets and craft campaigns to increase reach & brand awareness
Sales strategy review & growth plan- pipeline analysis, lead quality review, sales performance metric tracking
At Consulting by Numbers, we’re more than just financial advisors—we’re your partners in growth. We understand that small businesses and non-profits need more than spreadsheets to thrive in today’s fast-paced, competitive landscape. That’s why we’ve expanded our services to deliver data-backed insights across your entire business, from operations to marketing to sales.
Our goal?
Help you work smarter, grow faster, and achieve lasting success.
Leverage Financial Insights to Make Gains
Early stage small business planning-accounting system set up, goal setting
Financial process improvement- identify key areas where efficiency could be improved, and identify the best tools and approaches to optimize systems for growth, scale, and sustainability
Financial Analysis: Break down revenue streams, expenses, and profit margins, compare actual performance against budgets and forecasts.
At Consulting by Numbers, we believe strong financial systems are the foundation of a thriving business. Whether you’re just getting started or looking to scale, our strategic accounting and finance optimization services empower your team to make smarter decisions and drive sustainable growth.
We don’t just provide solutions—we coach your team to recognize performance gaps and build lasting financial systems that work for your business.
Meet Carissa
Like many of my clients, I ventured into entrepreneurship because I march to the beat of my own drum. I value the freedom to choose where I invest my time and energy—whether it’s choosing clients whose values and missions are aligned with my own, working from the road, or taking midday runs with my dogs.
I believe small businesses and nonprofits deserve that same freedom—the freedom to focus on their work, their teams, and their impact, without getting bogged down by financial uncertainty, operational bottlenecks, or confusing data.
That’s why I founded Consulting by Numbers. My mission is to help you build clarity and confidence in your business decisions—using data, systems, and strategy as your guide. Whether you need to streamline your finances, assess your team’s capacity, refine your sales approach, or align your nonprofit’s funding strategy with its mission, I’m here to help you move forward with purpose and ease.
While finance and operations are at the heart of what I do, I know that growth requires more. That’s why I’ve curated a trusted network of expert collaborators in marketing, grant writing, nonprofit strategy, and sales development—allowing us to offer a full suite of consulting services tailored to your organization’s unique needs.
My approach is grounded in both expertise and collaboration. I hold a Bachelor of Arts in Mathematics from Boston College, a teaching certification from Bridgewater State University, and bring hands-on experience across accounting, operations, sales, program direction, and education. This blend allows me to translate complex data into practical solutions, while empowering you and your team to build systems that last.
Let’s work together to transform your numbers into meaningful insights—so you can spend less time worrying and more time growing the business (and life) you love.
Here’s the process….
-
We value the uniqueness of your business. Our meticulous approach involves understanding every aspect of your company's operations. Each decision we make is designed to support your work, align with your vision, and ultimately enhance your experience, making your life easier.
-
Accounting systems can be quite perplexing. You may find yourself uncertain about their effectiveness. Allow me to provide a new perspective, examining areas for enhancement and identifying the necessary actions to streamline operations, giving you more time and ensuring smooth progress moving forward.
-
I employ a personalized approach in assisting my clients with their financial requirements. My aim is to develop a transparent and custom-tailored proposal that lays the foundation for our partnership with clarity and confidence. By doing so, we can embark on a mutually beneficial journey together.
