We will begin with a 3-P Assessment of your business to discover the opportunities around People, Profit, and Process in your business.  We will look at what’s working well – and how we can leverage these areas. We will look at what can be improved – and how to remove the obstacles in these areas. 

We will create a plan for making strategic improvements in each of these areas.  I can help you identify the people you need to support you, the processes you and your team need to support the business, and the money systems to ensure your business makes a profit. 

This is where the rubber meets the road.  I will consult you in finding the right team members, creating the processess, and making your money systems work for you.  I can share resources and templates and even help you design custom solutions for your business.  

Sarah Neumann has been absolutely instrumental in skyrocketing my business success, and I don’t even have the words for her contribution.

What I mean is, things were growing quickly but disorganized behind the scenes. No processes or systems, just a lot of scotch tape! Sarah pulled everything apart and put it back together again in ways that were so streamlined, effective, and organized that we were able to exponentially increase our number of offerings and serve people truly impeccably.

And…not only is Sarah a business management whiz, but she took true ownership of our biz – had proactive creative ideas, proposed innovative strategies, and anticipated (and solved) upcoming potential issues. This was more than we ever could have expected. Thank you, Sarah!

Barb Wade

people: a synergistic team that fully supports you

There will come a point where you can’t do this alone. Being a solo-entrepreneur will hold you back from your next level of success. You need a team to support you.

This doesn’t mean you need to grow a team of 10 or 20+ people (and many times business owners add team members too quickly). Even if the only other person on your team is a Virtual Assistant, you need someone to support you in working in your Zone of Genius.

The problem is, many people don’t know how to hire a Virtual Assistant or another team member and end up hiring someone who isn’t a fit. Or, issues are mis-diagnosed and team members are hired when they don’t need to be. You’ll end up spending more money, feeling less supported and having less time and energy to focus on your clients and what you really love to do.

A poor hiring decision can have a detrimental effect on your business. 

If you need to add to your team, I can help you identify which role you need to fill, find the right people, and make sure they are the right fit. 

If you want to improve synergy in your existing team, I can help you ensure your team members are in the right seat and working in their Zone of Genius.  

profit: a business THAT is financially fit

If you don’t get this right you could be highly successful making millions of dollars and go bankrupt – it happens every single year. If you are a small business owner and you don’t get the finance right, you may not even see the 2nd, 3rd, or 5th year in your business.  

You may simply be wondering when all of your hard work is going to pay off.  When is your business going to financially support the lifestyle you want?  How can you be confident you will have the cash on hand to pay your taxes at the end of the year?  

You should expect a business consultant to have direct experience in navigating the challenges you’re facing in your business.  But how many consultants also help you drive profitability as you surmount these challenges?  I can help you create a strategy to ensure profitability, create a financially fit business and achieve your financial goals.

Instead of reviewing your financial statements and wondering where your profit went, I’ll help you realize your business profit and take an appropriate amount of money from your business each quarter as a profit distribution. 

I’ll help you confidently set a salary so you can pay yourself from your business on a regular basis. I’ll help you ensure your expenses are under control and that you have the cash on hand to pay your taxes.     


As your business grows you go from being a solo-entrepreneur where you can handle everything.  Within a year or two things start to get complicated – and then they get complex. 

The trouble you may have as a solo-entrepreneur is that you may not be great at creating systems. You are the people person, the visionary.  But in order for your business to grow and thrive, you must start with a strong foundation. 

I can help you create and implement efficient operational systems that will support you and your team to get to the next level. I can help you identify operational issues and processes to remove roadblocks.  I can share templates for processes that you and your team can customize and I can help you create custom solutions for your business.

We brought in Sarah when we were preparing to scale the number of clients we serve and needed expert input on what needed to be done with our people, processes and systems to get us there.

Sarah stepped in and knew the right questions to ask and places to look in the business to first get a clear picture of our current state and then identify both inefficiencies and opportunities for our team, systems and processes to be upgraded. Sarah was meticulous in her analysis of the business and brought her expertise and mastery around what really works to make practical and strategic recommendations that have already paid off.

We’ll be calling Sarah again in a few months to do a reevaluation of where things stand and what we need at that point.

Jeff Harmon