For owner-led businesses · Returning in 2027

A Big Four auditor working for you, not against you.

When a business isn't running the way it should, the reason is usually a few layers down from what you can see. My work draws on years in audit and executive consulting - finding that reason, and building the plan to fix it.

Services

Three ways the work takes shape.

01

Organizational audits

An outside look at your business as a whole, or just a part depending on where the concern is. Whether it's the numbers, processes, or people, I help trace symptoms back to what's causing them. It's the same discipline I used auditing the financials and business processes of Fortune 500 companies, applied to your business. The goal is a clear, honest account of what's wrong, what's behind it, and potential options to fix it.

02

Strategic consulting

These services help define and set the direction of the business. The work can take different forms depending on what you need. Sometimes it is a working session or individual interviews with leadership to sift through future options and weigh them honestly. Other times, it is taking goals you already have and helping build a practical structure or roadmap to reach them. It often includes a plan for communicating that direction to your staff, so the people who have to carry it out understand where the business is headed and why.

03

Transition workshops

These are focused workshops for working through change in people and leadership - whether bringing in a new leader, defining the right role before you recruit, or reframing a department or the whole business so the change holds. This is the work I specialized in at Deloitte.

I may be a good fit for your organization if…

  • You know your organization has outgrown the way it's operating.
  • Leadership needs dedicated time and structure to work through important decisions together.
  • Everyone is busy, but no one has time to step back and work on the organization itself.
  • You know something is getting in the way of your goals, but you're not sure exactly what.
  • You're preparing for the next stage of growth or a significant transition.
My approach

Every organization is different. The approach should be too.

Rather than beginning with a predefined framework or one-size-fits-all process, I start by understanding your organization, your goals, and how you're currently operating.

I've found the best decisions come from asking the right questions, identifying root causes, clarifying priorities, and helping leadership work through important conversations together.

The goal is always greater clarity, stronger alignment, and practical solutions that fit your organization, not someone else's.

Stay in touch

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Leave your email and I'll send a note when hands-on advisory returns next year following maternity leave.