Financial consulting for small businesses & non-profits
We help you optimize your financial systems so that you can access the data you need to make informed decisions about your business.
Report Analysis
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Financial Consulting
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Grant Management
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Goal Setting
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Report Analysis ⚬ Financial Consulting ⚬ Grant Management ⚬ Goal Setting ⚬
You opened your own business to pursue your dreams… but sometimes you need a partner along the way.
I can help you grow and scale efficiently using a financial consulting approach that empowers you to be engaged and own the process, while using data to inform business decisions.
A large part of success in a small business is knowing what data you have, and how to use it in the best way can save you time, money, and help your organization or business sustainably grow. I work with clients from a variety of angles, from helping them establish baseline financial goals to understanding how their current financial systems can be optimized to suit finance monitoring and reporting needs. Whether you are looking for a grant to fund non-profit operations, or a small business considering whether to take out a small loan to take their operations to the next level, I can help you understand your current financial situation, work together to set goals, and help you develop optimized systems that will allow you to make the strategic data-informed decisions that will help you meet your goals.
Our Services
We offer customized, uncomplicated financial consulting for small business owners & non-profits as well as training for Quickbooks Online.
Strategic Early Stage Financial Planning and Consulting
Starting a new business or non-profit can require you to wear many hats, from business planning, finances, and program implementation. I can help your small business or non-profit establish a finance and accounting system, chart of accounts, and reporting system that will be agile and meet your needs. Whether you use Quickbooks, or another accounting or CRM software, I meet my clients where they are at and provide the strategic tailored services they need.
Services include: finding payroll providers, planning for taxes, analyzing tech stack & how they sync to QBO, chart of accounts review / setup, framework for financial procedures & reports review, QBO training
Financial Optimization and Training
My goal is to help you succeed, and that means empowering you to know your financial standing, help you identify where you want to go, and help you find the tools to allow you to reach your vision through practical, and data-informed solutions.
I can help you set up your financial system, optimize your workflows and dataflows, and create reporting structures that meet the needs of you, your clients, or your funding reporting requirements.
My goal is to optimize your business and non-profit to where you can spend your time effectively and efficiently.
Services include: training on and/or implementing systems to support effective and compliant financial statements, budgeting, forecasting, taxes, non-profit filings and reporting to donors
Strategic Financial Consulting
I offer strategic accounting and finance optimization services that help teams solve underlying issues that may affect performance or growth. Through a team-led process, I coach clients on how to identify key areas of improvement, and identify the best tools and approaches to optimize systems for growth, scale, and sustainability.
Using a collaborative consulting model, I work with clients to individualize plans for growth and support and aim to build capacity where needed. Services include: setting up case accounting to optimize records from the start, to do a financial needs assessment to understand where there is room for improvement. Add more services here
I am in a unique position to help small business owners understand each stage of funding, and desire for growth and scale. I can help identify areas where small businesses and non-profit organizations can optimize their investments in time, and help use data to drive evidence-based business decision making.
Meet Carissa
As with many of my clients, I ventured into the world of entrepreneurship because I march to the beat of my own drum. I highly value the autonomy to choose how I invest my time and energy. Embracing the liberty of browsing through emails in my pajamas and indulging in midday runs with my furry companions brings me immense joy.
My mission is to empower my clients, granting them the same freedom to prioritize their loved ones, hobbies, and passions – unburdened by the complexities of bookkeeping. With my unwavering dedication to small business advocacy, I bring to the table a Bachelor of Arts in Mathematics from Boston College, complemented by a teaching certification from Bridgewater State University. Prior to establishing Consulting by Numbers, I have excelled in versatile roles encompassing Account and Operations Management, Program Direction, Project Coordination, Sales, and Education.
Let me help you navigate the intricacies of your business, allowing you to focus on what truly matters and creating a thriving enterprise.
Here’s the process….
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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.
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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.
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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.
