Financial and Trusted Strategic Advisor for Every Stage of Your Business

Organizational Assessments

  • Do you want an outside review of your organization or your financial operations?

  • Are you looking for a roadmap?

  • Do you want a documented plan, filled with recommended actions?

  • Are you barely breaking even?

The SWOT process includes functional areas being reviewed, key stakeholders interviewed, efficiencies identified, a drill down into the operational protocols, solutions for shortfalls, and recommendations for sustainable growth and continuous improvement.

Chief Financial Officer (CFO) Services on Retainer or Fractional

  • Does your organization need financial expertise for a project, or would you benefit from an on-going relationship?

  • Are you having problems fully understanding your financials?

  • Do you have a clear financial strategy?

  • Are you looking for a strategic business advisor, problem solver or business therapy?

  • Do you have a staffing shortage and need high level assistance?

  • Do you have a finance team member or an accountant that needs direction or mentorship?

  • Do you need a trusted partner to discuss your next steps?

Our special project structure allows you to access resources that address your requirements, fit your schedule, and match the size of your business.


  • Is cash flow giving you stress?

  • Are your numbers telling you the full story?

  • Are your financials understandable and assessable?

  • Are you charging the right prices for your products or services?

  • Do you want a clear revenue and sales strategy?

  • When you think about your financials does it give you an instant headache?

The consequences of not budgeting include a lack of savings, less financial security, out of control spending, cash flow issues, and increased stress.

Human Resources (HR) Related Offerings

  • Do you need an employee handbook written or updated?

  • Are you in need of a Performance Management Process with set goals and deliverables?

  • Do you need re-usable templates for your annual wage increase process?

  • Are you nervous that you may be breaking employment laws or regulations? ERISA, FLSA, payroll, record keeping, and hiring practices can open your organization up to a great deal of risk.

  • Are you having difficulty with recruitment and retention?

  • Do you need help creating or improving your new hire orientation process?

  • Are you interested in on-boarding and training video creation?

  • How would a wellness program lower your insurance rates and leave time?

  • Does your current organizational structure support the mission and daily operations?

  • Could your organization benefit from additional leadership development?

  • Are you interested in creating a shared services model?

  • Do you need an HR Generalist on a monthly Retainer?

  • Are you a leader who wants business coaching?

Engage us to conduct assess your Human Resources practices, including policies and procedures, to ensure legal and regulatory compliance.

“A6 has been consistently responsive, prompt, and supportive in helping us strengthen our models and contracts. Stacey's examples and approach brought clarity to the topics. She is a true partner!

Cathleen Swody, PhD., Thrive Leadership, Founding Partner & Director of Assessment and Author of the Leadership Continuum
Other Testimonials