consulting

operations & back-office

process improvement

strategy & roadmaps

analysis

signature services

day services (vip days)

Day Services (aka VIP Days) are for busy women who need work done and have no time. Get 24-hour turnaround on...

business strategy & consulting

For larger initiatives that focus on financial operations and/or back-office operations. I help you assess your project and...

2-hour strategy session

Strategy sessions is a fast option for executive guidance to set goals and create a plan for your back-office and finance initiatives...

we have a few questions for you:

  • Do you know where your money is going each month?

  • Do you spend too much time working behind the scenes rather than working with clients?

  • Are your payments toward business debt not

  • "My business "strategy" is more about putting out fires than following an actual plan."

If you answered YES to any of these questions, it's time to find the answers. We will help you identify your "whys" and develop a strategy to get you back on track.

below are a few types of strategy & consulting projects do we do:

  • SOP development

  • revenue streams

  • business planning

"how does it work?"

We approach each project with a 5-step methodology designed to take you from where you are in your business right now, to where you want to be.

We begin with a conversation We listen closely to understand:

  • your current situation

  • your current business goals

  • where you want to end up

Then we take a deep dive into your data, analyzing and uncovering the "whys". Once we understand the "whys", we set to work on developing a plan to get you where you want to be.

The result? You will receive:

  • New goals.

  • New strategies and recommendations.

  • A roadmap to guide you along the way.

The process begins with a 30-minute discovery call. When you schedule, you'll be asked a few questions that will allow to make best use of your time. When we meet, we'll discuss your needs and decide if we are a good fit. If so, we'll move forward.

Pricing is determined on a project by project basis, depending on the scope.

Are you ready to take your business from where it is now to where you want it to be?

what my clients have to say

"Penny is amazing to work with. In our first conversation, she sought to understand exactly what we needed and offered a set of solutions that matched what we were looking for. Her attention to detail is unmatched."

-co-founder of a cultural transformation firm that delivers powerful business results for a wide range of clients. Services provided: finance management, business success system

"Penny is professional with the expertise and attention to detail needed for complex projects. She communicates well, is on top of things and delightful to work with."

- principal of a strategic and creative marketing communications service. Services provided: administrative support

Penny is great to work with! She's helped me quite a bit with my Quickbooks and does everything in a timely manner. I appreciate her help, and it saves me quite a bit of time to have someone take this on.

-owner of a boutique-style group travel, curated with solo travelers in mind. Services: monthly bookkeeping

not sure what you need?

socialize

©copyright 2024 | penny wallace llc | all rights reserved |privacy policy