Maven Business Consulting

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We Help Solve Your Business Challenges - Tailored strategies that harmonize people, process and technology, steering businesses toward sustainable growth and lasting success.

11/21/2024

Exciting News: Maven Business Consulting and OnPoint CFO & Controller Services Unite! 🤝

October 2024 marks the union of two powerful forces. Maven and OnPoint are redefining excellence in financial and business consulting together. We’re thrilled to share we are merging our expertise to offer a distinctive, fully integrated service model.

OnPoint brings a legacy of trusted financial expertise, deep industry knowledge, and comprehensive CPA services. Known for its dedication to accuracy, compliance, and strategic financial planning, OnPoint has been a cornerstone in supporting businesses with sound accounting and financial guidance.

With Maven's strong focus on business strategy, process optimization, and innovative solutions, our consulting services go beyond numbers to help businesses achieve their full potential. By blending our strengths, we’re poised to create transformative outcomes for our clients.

This is more than a partnership; it’s a commitment to delivering unparalleled value to our clients! As clients often face unique challenges, we are here to offer dynamic, customized solutions, streamline processes and fuel growth. Here’s to becoming a paramount foundation for new and existing clients every step of the way!

Something truly special is in the works, setting up for an exciting new phase. Get ready—big things are coming!
11/15/2024

Something truly special is in the works, setting up for an exciting new phase. Get ready—big things are coming!

It’s all about building relationships. So glad to see  thrive!
10/31/2024

It’s all about building relationships. So glad to see thrive!

Keeping your login credentials on sticky notes might seem convenient, but it puts your security at risk! 🛑🔐 Imagine havi...
10/24/2024

Keeping your login credentials on sticky notes might seem convenient, but it puts your security at risk! 🛑🔐

Imagine having all your credentials (especially the ones for banks) widely available on your desk, on a post it note for everyone to see it? What would you do if you saw an employee of yours doing that? Yep - I worked with a client that kept all credentials like that.

Instead, store them safely in a password-protected platform like 1Password, Google or Microsoft Passwords, Keeper or Biwarden. Your business and personal data deserve to be protected—don't let a sticky note be the weak link in your security chain! 💻

The early days of a startup are exhilarating. You've just launched your business, the creative juices are flowing, and y...
10/17/2024

The early days of a startup are exhilarating. You've just launched your business, the creative juices are flowing, and your first client delivery is a success. Referrals start pouring in, and the future seems limitless. Then, reality hits. Between client invoices and vendor bills, your finances become a tangled mess. Spreadsheets overflow, you're unsure of your true profitability, and the question looms: "Can I scale this business without financial chaos?" 🤯 This scenario is all too familiar for many founders I work with. We guided a marketing startup from the risky depths of financial chaos, and we're here to guide you too!

Here was our approach: After taking time to understand my client’s specific financial needs and goals, developed a customized plan that included—

💲Financial Foundation: We started by demystifying bookkeeping. With user-friendly software, we helped set up a proper chart of accounts, tracked income and expenses, and broke down the difference between a Balance Sheet and a Profit and Loss statement.

💲Financial Literacy: We didn't just set up the system, we equipped my client to use it. Through tailored training sessions, we provided knowledge and skills to interpret financial data, identify trends, and make informed business decisions.

💲Growth Strategy Coaching: Beyond financials, we delved into business development. We provided guidance on strategic planning, marketing tactics, and scaling operations – all informed by the newfound financial clarity.

💲Tax Readiness: By establishing a clean and organized financial system, we equipped my client for tax season. This reduced stress, ensured timely filing, and potentially minimized tax liabilities.

Ready to ditch the chaos and conquer your startup's finances? Let's chat about how we can help YOUR start up too. Book your free call today! MavenBusinessConsulting.com

Who can relate? 🖐 Many business owners do, and that's okay! Maven Business Consulting (MBC) often works with clients loo...
10/09/2024

Who can relate? 🖐 Many business owners do, and that's okay!

Maven Business Consulting (MBC) often works with clients looking for help to make their systems more efficient. MBC exists to come ALONGSIDE businesses to help them scale. Growth is a journey and I believe business leaders deserve individualized service to effectively improve their human capital, processes, and technology systems. My expertise spans operations, accounting and finance.

Growth lies in the details. Come experience the MBC difference! Schedule a free introduction session here: mavenbusinessconsulting.com/contact

There are so many keys to success written in books. I encourage folks to stay reading. One of the influential books I ke...
10/01/2024

There are so many keys to success written in books. I encourage folks to stay reading. One of the influential books I keep in my collection is Traction by Gino Wickman.

It poses the question: “Do you have a grip on your business, or does your business have a grip on you?” Learn the practical Entrepreneurial Operating System that includes powerful ways to run your company. Successful organizations are applying it every day to run profitable, frustration-free businesses—including myself! If you’re an entrepreneur, I highly recommend checking out the full book. But here are my takeaways:

📖 "All comes down in getting the right people in the right seat". Chapter 4 talks about surrounding yourself with good people. The right people are those who share your company’s core values. They fit and thrive in your culture.

📖 "Change from believing you are your company and let it become its own entity". Chapter 2 talks about letting go of the vine. With the right vision, structure and people in place, your company can evolve and realize its full potential.

📖 Embrace these 4 beliefs:
1. Maintain a TRUE leadership team
2. Hitting the ceiling is inevitable
3. You can only run your business on 1 operating system
4. Be open minded, growth oriented and vulnerable

What books would you recommend to business leaders?

Are you unclear on what business consultants do? They are experts who provide advice, information, and recommendations t...
09/26/2024

Are you unclear on what business consultants do?

They are experts who provide advice, information, and recommendations to help clients achieve their goals and solve problems. They use their industry knowledge to help clients improve their performance and drive success by guiding them on various aspects of their business.

Operating a business is complex, but it doesn't have to be hard. Here are some ways Maven Business Consulting can help you:

- Process Optimization
- Internal Policies Development
- Digital Transformation
- Project Management
- Cost Saving Analysis
- Accounting and Finance
- Data quality
- Training

Which area do you feel you could improve on?

I was hired by a Podiatrist Private Practice to assist them in retrieving all their patient data from their current obso...
09/12/2024

I was hired by a Podiatrist Private Practice to assist them in retrieving all their patient data from their current obsolete patient system because that system was being retired. My client was given a concise timeline to extract TEN YEAR'S worth of data from the old system to migrate it to their new system.

THE PROBLEM: The owners of the retiring system wanted to charge my client a fee PER PATIENT DATA extract. This private practice has been in business for 30+ years. So the extensive patient data would cost them thousands of dollars.

THE SOLUTION: I worked with the practice for about 2 weeks, and found a way to manually extract and prep for reimport their data from the past decade. (For legal purposes we only needed to worry about the last 10 years). Our solution driven approach and care saved the client thousands of dollars!!

Are you dealing with new systems and need to do a data transfer? Let's talk about how you can streamline that process and avoid external fees.

Have you...dreamt of starting your own business?ORstarted your business but it all feels overwhelming?  You're not alone...
09/04/2024

Have you...

dreamt of starting your own business?

OR

started your business but it all feels overwhelming?

You're not alone! Here are a few key tips to get you on the path to success:

Stay Resilient: Just-Keep-Going! It will not be easy, but it will be worth it! Embrace challenges with adaptability and resilience—they're all part of the journey!

Know Your Market: Research your audience's needs and preferences to tailor your offerings effectively.

Craft a Solid Plan: Know your goals, strategies, and finances with a detailed business plan.

Mind Your Money: Stay on top of your finances to avoid cash flow pitfalls and financial instability. (This is where many new businesses fall short!)

Build Your Brand: Invest in marketing and branding to boost visibility and attract customers. This doesn’t mean new spending - With today’s tools, you can do a lot yourself!

At Maven Consulting, we can help you through each part of this journey! If you're ready to take your enterprise and ideas to the next level? Let's make it happen! Book a call with me: https://mavenbusinessconsulting.com/contact

Did you know having the ability to speak multiple languages fine-tunes our thinking, allows us to multitask, and flexes ...
08/29/2024

Did you know having the ability to speak multiple languages fine-tunes our thinking, allows us to multitask, and flexes our understanding in terms of cultural awareness? 💬

I'm proud to say I am multilingual! I am fluent in Spanish, Portuguese and English. I guess you could say I'm a "polyglot". It's said that polyglots tend to have better logic, memory, problem-solving and multitasking skills, all of which come in handy as a business consultant!

Whether you're looking to start a business or grow yours to become more efficient, Maven Business Consulting is here to help. I'm available to help craft a business plan, strategize ways to avoid cashflow pitfalls, develop standard operating procedures and much more. Let's chat!

I once worked for a client that needed a major tech stack cleanup! It can be easy for subscriptions to pile up and slip ...
08/20/2024

I once worked for a client that needed a major tech stack cleanup! It can be easy for subscriptions to pile up and slip through the cracks, even when we no longer need them.

After we completed our initial assessment, we gathered 5 pages of technology with which the client was actively contracted. Half of those pages were with technology the management was not aware of. They didn't know what the apps did, who used it or why. One of our first steps was to assess and cancel several subscriptions that were not needed for business operations. We saved the client money and they felt more confident in having more streamlined backend operations!

If you're looking for a roadmap to grow your business effectively, let's talk! I'd love to speak with you in a free introduction session. Book now: https://mavenbusinessconsulting.com/contact

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Greenville, SC

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