Our Services
Business Analytics
Gathering data is only the first part of your business analytics solution. The rest of it involves understanding what to do with that data, how your organization operates and learning how to use it for your best business advantage. It’s about figuring out how technology can help you learn more about your business, learn how to make your business better, and then making it all happen.
Operations Strategy
People are the number one resource in every organization, so planning a company’s future means taking into account the needs and expectations of the people who make up the company. To gain an understanding of your company, I'll consider not only employees, but your clients, members, donors, and all other stakeholders to determine the best strategies while also aligning to your company culture. When we plan for the future, we will keep the present in view.
Project Management
Closing a new project or contract is exciting, but it can also be overwhelming. With Project Management services, you get the guidance and hands on management to deal with the challenges with skill and dexterity. First, we'll establish the needs of the new project and then we'll scope out how your internal resources can meet and surpass the demands of the project.
Full Service Accounting
From bookkeeping to tax prep, we will do an overall assessment of your accounting needs and address your concerns.
CFO Consulting
Get strategic insights and financial leadership, with a hands on approach, to drive your business forward.
Financial Planning
Investment Strategies
Will provide personalized investment strategies to responsibly grow your wealth and secure your future.
About Us
At Ivy Financial Consulting you will get an experienced, collaborative professional who brings a wealth of knowledge from multiple sectors to tailor solutions to your particular needs. We will work together to achieve your financial and operational goals.