Business Advisory for Stronger Finances, Operations and Growth
Financial leadership, operational support and business strategy for small, midsize and large companies across the United States.
Tell us what your business needs.We’ll contact you to discuss the next step.
Financial and Operational Support, Working Together
Business Optimization Group connects financial information, operational processes and business strategy so your leadership team can set priorities and act on them. We work with the people and systems already in place, with scope and responsibilities agreed for each engagement.
About Business Optimization Group


Connected Financial and Operational Perspectives
Understand how financial decisions affect daily operations, and how operational changes affect business performance.
Support Alongside Your Team
Bring additional expertise to your existing leadership, finance and operational teams, according to the needs of the engagement.
Defined Scope and Responsibilities
Establish the objectives, deliverables, responsibilities and timing before the work begins.
Support for Different Business Stages and Needs
Your business size, internal resources and current priorities shape the support you need.
Small and Owner-Led Businesses
Organize financial information, clarify responsibilities and build the processes needed to support your next business decisions.
Midsize and Growing Companies
Connect financial planning, operational processes and management priorities as the business becomes more complex.
Larger and Established Organizations
Add focused support for financial, operational or transaction-related priorities, working alongside existing leadership and internal teams.
Business Services Built Around Your Priorities
Explore support across financial leadership, accounting, operations, planning, sales and major business decisions. Each service can be discussed in the context of your business and the scope of work required.
Fractional Executive Leadership (CFO & COO)
Gain the strategic insight of a seasoned C-level executive without the full-time salary. Our fractional CFO and COO services provide high-level financial oversight, operational strategy, and leadership to scale your business sustainably and improve profitability.
Comprehensive Accounting & Financial Management
Move beyond basic bookkeeping. We deliver precise accounting, tax compliance, and financial reporting that turns your data into actionable insights. Ensure your business remains compliant while maximizing cash flow and operational efficiency.
Strategic Financial Forecasting & Modeling
Eliminate the guesswork. Our financial forecasting services equip you with data-driven projections to anticipate market trends, manage cash flow effectively, and secure the capital needed for future growth.
Certified Business Valuation Services
Discover the true worth of your company. Whether you are planning an exit strategy, seeking investment, or resolving a dispute, our accurate business valuations provide the leverage you need for confident negotiations.
Strategic Business Planning & Consulting
Turn your vision into a viable roadmap. We collaborate with you to define clear objectives, identify market opportunities, and build a comprehensive business plan that drives long-term success and competitive advantage.
B2B Sales Strategy & Marketing Support
Align your sales and marketing efforts to drive real revenue. We provide targeted strategies to optimize your sales funnel, enhance brand positioning, and acquire high-value clients in a competitive marketplace.
Sales Training
Equip your sales team with practical scripts, structured outreach systems, and consultative selling techniques that improve conversion rates, strengthen client conversations, and create a more consistent revenue pipeline.
Start-Up Consulting & Launch Services
Accelerate your launch and minimize risk. From business entity formation to go-to-market strategies, we help funded startups build a solid foundation for rapid scaling and investor readiness.
Business Management & Operational Optimization
Streamline your daily operations. Our management consulting identifies bottlenecks and implements systems that improve productivity, reduce costs, and allow you to focus on high-level decision-making.
Precision Bookkeeping & Data Management
Keep your financials spotless. Our dedicated bookkeeping ensures every transaction is tracked, reconciled, and organized daily, giving you a clear, real-time view of your business health without the administrative burden.
Corporate Graphic Design & Visual Identity
Elevate your brand's authority. From logo refinement to professional marketing collateral, we create consistent, high-impact visual assets that resonate with B2B clients and distinguish your business in a crowded marketplace.
Cost Segregation Studies
Maximize cash flow through strategic tax planning. Our studies identify reclassifiable assets to accelerate depreciation and significantly reduce your commercial real estate tax liability.
Capital Raising
Prepare a funding story, financial information and a clear use of capital before approaching funding sources.
Mergers and Acquisitions
Prepare for acquisition, sale or integration decisions with clear objectives and organized information.
Strategic Business Assessment
Not sure which service fits your situation?
Answer four questions about your priorities and business stage. Explore a suggested starting point and related services to discuss with our team.
See your result before sharing any contact details.
How We Work With Your Business
We start by understanding the situation, then define the work and responsibilities needed to move forward.
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Understand the Business
Discuss your priorities and review the relevant financial information, systems, processes and business risks.
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Define the Priorities and Scope
Identify where support is needed and agree on the objectives, proposed deliverables, responsibilities and timing.
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Support Execution
Carry out the agreed work, coordinate with the people involved and review progress according to the engagement.
Meet the People Behind BizOps
Learn about the people responsible for our work, their experience and the areas they support.
Meet Our TeamWhat Clients Say About Working With Us
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★★★★★
Our office has started working with Owen and Business Optimization Group within the last few months. They have helped us modernize our systems, help improve productivity and…Read more from Dana Williams
Our office has started working with Owen and Business Optimization Group within the last few months. They have helped us modernize our systems, help improve productivity and create better structure! I would highly recommend Business Optimization Group!
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★★★★★
My employer recently hired the Business Optimization Group to assist our law firm with day-to-day business operations and productivity. Owen and his team immediately implemented…Read more from Erin Melegari
My employer recently hired the Business Optimization Group to assist our law firm with day-to-day business operations and productivity. Owen and his team immediately implemented a new operating model which has provided our firm with better structure, updated technology systems, improved team development and growth. I highly recommend Business Optimization Group, who are extremely knowledgeable, professional and dependable!!!
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★★★★★
Very professional and always a pleasure strategizing with Owen!
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★★★★★
can't say enough, so happy doing business with them, I don't usually leave reviews but I feel this company is well worth it! Well doneRead more from Margie Eckel
can't say enough, so happy doing business with them, I don't usually leave reviews but I feel this company is well worth it! Well done
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★★★★★
I can't say enough about Owen Carhart and the team at Business Optimization Group. Not only are they responsive, professional and effective, but they are incredible community…Read more from Alan Cohen
I can't say enough about Owen Carhart and the team at Business Optimization Group. Not only are they responsive, professional and effective, but they are incredible community partners, with a strong social conscience.
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★★★★★
Owen has always been very professional, helpful, and a pleasure to work with. I strongly recommend Business Optimization Group.Read more from Mark Zuckier
Owen has always been very professional, helpful, and a pleasure to work with. I strongly recommend Business Optimization Group.
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★★★★★
Working with Business Optimization Group has been a great experience. Owen recently completed a business valuation for our companies and they are currently handling our…Read more from Monica Polk
Working with Business Optimization Group has been a great experience. Owen recently completed a business valuation for our companies and they are currently handling our bookkeeping, and I've been consistently impressed. They don't tell you what you want to hear, they tell you what you need to hear, and they always have your best interests in mind. They're incredibly responsive, efficient, and thorough, making what can often be a stressful process feel seamless. It's hard to find professionals who combine expertise with integrity, but that's exactly what we've experienced. If you're looking for a team that's knowledgeable, dependable, and genuinely invested in helping your business succeed, I highly recommend Business Optimization Group :)
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★★★★★
Owen and his team are outstanding. I highly recommend their services.
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★★★★★
Owen provides excellent service and is great to work with! Would highly recommend him.
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★★★★★
Excellent communication and services
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★★★★★
Excellent communication and great service throughout. Easily one of the best businesses in the area.
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★★★★★
Owen and his team are real pros. The expertise to help you with your business and the coaching they offer really transformative.Read more from Aaron Talone
Owen and his team are real pros. The expertise to help you with your business and the coaching they offer really transformative.
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★★★★★
Owen and team did an excellent job with a cost segregation study I needed for an investment property. I would highly recommend!!Read more from Arturo Moquete
Owen and team did an excellent job with a cost segregation study I needed for an investment property. I would highly recommend!!
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★★★★★
[BizOps] are true professionals with high level knowledge of starting, operating and growing your business. Highly recommend Owen and his staff!Read more from Eric W
[BizOps] are true professionals with high level knowledge of starting, operating and growing your business. Highly recommend Owen and his staff!
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★★★★★
Owen is knowledgeable and passionate about optimizing your business. Highly recommend!
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★★★★★
Highly professional and competent!
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★★★★★
This firm is highly experienced to help your business succeed. Absolutely recommend.
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★★★★★
Working with Owen and his team is wonderful. They are very knowledgeable, communicative, and enjoyable to collaborate with.Read more from Caroline Szcweck
Working with Owen and his team is wonderful. They are very knowledgeable, communicative, and enjoyable to collaborate with.
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★★★★★
Phenomenal Business Consulting and Scaling! If you are looking for the best business optimization group to help streamline your operations and maximize profitability, I highly…Read more from Andres Campodonico
Phenomenal Business Consulting and Scaling! If you are looking for the best business optimization group to help streamline your operations and maximize profitability, I highly recommend Owen and his team. Our experience with them has been a complete game-changer for our growth strategy. They don't just provide generic advice; they deliver actionable, data-driven business consulting services tailored to your specific market challenges. What makes them stand out: Expert Workflow Optimization: They identified critical bottlenecks in our daily operations that were draining time and resources. Strategic Growth Planning: They helped us build a scalable roadmap that immediately improved our bottom line. Exceptional Communication: The team is incredibly professional, responsive, and deeply invested in their clients' long-term success. For any business owner searching for a top-tier corporate efficiency consultant or small business advisor to take their company to the next level, this business optimization group is the gold standard. They truly deliver measurable results!
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★★★★★
[BizOps] is the best!!!! Owen the owner is incredibly knowledgeable about helping you start your business, expand, troubleshooting, proposals for investors, he has soooo many…Read more from Micky Blue
[BizOps] is the best!!!! Owen the owner is incredibly knowledgeable about helping you start your business, expand, troubleshooting, proposals for investors, he has soooo many resources to help get you to whatever next stage your ready for! He and his business's are very beloved in the community as well, they have extremely good relationships in the local community of business owners but also throughout the country. All of the staff are amazing (especially Richard, he is the sweetest and so professional)! I'm so beyond grateful to the team for helping my business navigate new territory that I hadn't experienced. These guys are operating at an extremely high level of professionalism and expertise. I would recommend time and time again!
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★★★★★
Working with Owen at the Business Optimization Group was the best decision I could have ever made to take my company to the next level. Incredibly professional and highly skilled.…Read more from Marcella Novela
Working with Owen at the Business Optimization Group was the best decision I could have ever made to take my company to the next level. Incredibly professional and highly skilled. Definitely recommend!!! Thank you Owen!
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★★★★★
Owen is a wealth of knowledge. He not only has great ideas but is also very helpful with implementing and integrating them into an existing business structure. He is very well…Read more from amy wecker
Owen is a wealth of knowledge. He not only has great ideas but is also very helpful with implementing and integrating them into an existing business structure. He is very well connected and always happy to make introductions as needed. I'm very grateful for the assistance he has provided me and would highly recommend his services!
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★★★★★
I had a great experience working with Business Optimization Group LLC. Owen was absolutely awesome throughout the entire process and made setting up our business partnerships…Read more from Shannan Williams
I had a great experience working with Business Optimization Group LLC. Owen was absolutely awesome throughout the entire process and made setting up our business partnerships smooth and stress-free. He was professional, responsive, and extremely helpful every step of the way. Highly recommend working with Owen and the team!
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★★★★★
As an interior designer, it's easy to get buried in the creative side and let the back-end slip. Business Optimization Group stepped in and gave my firm the structure it…Read more from ani connolly
As an interior designer, it's easy to get buried in the creative side and let the back-end slip. Business Optimization Group stepped in and gave my firm the structure it desperately needed. They helped me map out my processes so I'm no longer drowning in operational chaos. Highly recommend them to any creative business owner needing practical, real-world systems!
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★★★★★
I've used Business Optimization Group's services for years now. They are very professional and always there to help!
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★★★★★
Owen has provided excellent and thoughtful advice for my business on how to scale. He's reliable, cost-efficient and always available. Thanks for all your help!Read more from John Byrne
Owen has provided excellent and thoughtful advice for my business on how to scale. He's reliable, cost-efficient and always available. Thanks for all your help!
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★★★★★
Business Optimization Group is an extremely competent company in everything they do! They provide excellent service, always attentive, patient, and fully committed to helping.…Read more from Gustavo Fonseca
Business Optimization Group is an extremely competent company in everything they do! They provide excellent service, always attentive, patient, and fully committed to helping. Their agility is impressive, they resolve requests quickly and efficiently, without ever compromising on quality or customer care. I highly recommend them with full confidence! Top-notch service and a professional team that truly delivers results. Well done, Business Optimization Group! 👏
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★★★★★
Outstanding services with personalized touch. Great products and innovative models. Looking forward to working with them long term.Read more from Chadwick Flowers
Outstanding services with personalized touch. Great products and innovative models. Looking forward to working with them long term.
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★★★★★
Excellent service, knowledgeable, professional, Owen is the best!
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★★★★★
Owen and his team are truly top notch. They handle both my personal and business bookkeeping, and I could not ask for a better experience. They are hands on, responsive, and…Read more from Ellen Mitchel
Owen and his team are truly top notch. They handle both my personal and business bookkeeping, and I could not ask for a better experience. They are hands on, responsive, and incredibly detail oriented, which gives me complete peace of mind knowing everything is being managed accurately and efficiently. It is rare to find a team that combines professionalism with such a high level of care and attention. I highly recommend Owen and his team to anyone looking for reliable, proactive bookkeeping support.
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★★★★★
Owen is a consummate professional and brings deep competence to all of his services!
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★★★★★
Owen is a very strategic thinker and has a wealth of experience. I feel comfortable referring Owen to anyone who wants to streamline their operations.Read more from Brian Gordon
Owen is a very strategic thinker and has a wealth of experience. I feel comfortable referring Owen to anyone who wants to streamline their operations.
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★★★★★
Owen, is highly professional, committed and provides excellent problem solving skills. He helped us get our Tech Stack to the efficient level it is today.Read more from Robert Hapanowicz
Owen, is highly professional, committed and provides excellent problem solving skills. He helped us get our Tech Stack to the efficient level it is today.
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★★★★★
Owen has been a great connection within our professional network. He's responsive, insightful, and someone we value as a trusted resource in the business consulting space. Highly…Read more from Laura Osorno
Owen has been a great connection within our professional network. He's responsive, insightful, and someone we value as a trusted resource in the business consulting space. Highly recommend him to any business owner looking to scale.
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★★★★★
I had the pleasure of working with Owen from Business Optimization Group and I can confidently say he's one of the most insightful and results-driven business consultants I've…Read more from Eric Mausner
I had the pleasure of working with Owen from Business Optimization Group and I can confidently say he's one of the most insightful and results-driven business consultants I've come across. He has a strong understanding of business finance and operations. Owen has a rare ability to quickly understand the bigger picture while also identifying the small details that make a real difference. His approach is both strategic and practical - he doesn't just give advice, he provides clear, actionable steps that actually move your business forward. What really stood out to me was how invested he is in his clients' success. You can tell he genuinely cares, and that level of dedication is hard to find. Whether it's improving operations, refining financial strategy, or scaling for growth, Owen brings a level of expertise and clarity that makes a huge impact. If you're looking for someone who can help you grow, optimize, and make smarter decisions in your business, I highly recommend working with him!
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★★★★★
I worked with Business Optimization Group business planning. Many vendors focus on marketing or surface-level fixes, they went straight to the real issue, which is how revenue is…Read more from David Shrager
I worked with Business Optimization Group business planning. Many vendors focus on marketing or surface-level fixes, they went straight to the real issue, which is how revenue is generated, who is responsible for converting it and we also collaborated on process improvements. He also took the time to understand the nuances of a criminal defense practice, which is not something most consultants grasp. The recommendations were tailored to how our clients think, how our cases work, and how our team actually behaves. The financial analysis was equally strong. They explained the story the numbers told and how they connect to the bigger picture of growth, efficiency, and long-term value. What I appreciated most is that our plan is actionable. My firm can see exactly where changes need to be made and how to start implementing them.
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★★★★★
Great organization thanks for the work!
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★★★★★
highly recommended for anyone looking to improve and grow their business. Very professional, reliable, and easy to communicate with.Read more from Jhoan Franco Baldeón
highly recommended for anyone looking to improve and grow their business. Very professional, reliable, and easy to communicate with.
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★★★★★
It was fantastic to work with them a full bilingual team made it super easy and convenient. Total professional and experience.Read more from Jesus Hdez-Gaytan
It was fantastic to work with them a full bilingual team made it super easy and convenient. Total professional and experience.
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★★★★★
Phenomenal service in every aspect and Owen Carhart is tremendously knowledgeable, business savvy and an absolute pleasure to work with. His insights will absolutely help any…Read more from Jeffrey Nissani
Phenomenal service in every aspect and Owen Carhart is tremendously knowledgeable, business savvy and an absolute pleasure to work with. His insights will absolutely help any company with cost cutting as well as efficiency.
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★★★★★
Owen is essential to the strategic success of my company. With his guidance, I avoid costly mistakes and continue to grow my company. Amazing work!Read more from Anne-Christine Carrie
Owen is essential to the strategic success of my company. With his guidance, I avoid costly mistakes and continue to grow my company. Amazing work!
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★★★★★
Owen is the man! I had him do a business valuation for a firm i was looking to purchase, and because of his due diligence he saved me from making a $500,000 mistake. Owen is easy…Read more from John Craig
Owen is the man! I had him do a business valuation for a firm i was looking to purchase, and because of his due diligence he saved me from making a $500,000 mistake. Owen is easy to work with and get the job done. I would refer him for any cfo, valuation, or tax credit needs!
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★★★★★
Business Optimization Group is an incredible organization for anyone serious about growing their business. The members are professional, insightful, and genuinely invested in…Read more from Raymond Ortega
Business Optimization Group is an incredible organization for anyone serious about growing their business. The members are professional, insightful, and genuinely invested in helping each other succeed. A great environment to learn, connect, and scale.
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★★★★★
Owen is a standout business optimizer, no matter what stage you're at in your business. He has the ability to assess every aspect of your operations and uncover opportunities for…Read more from Sacha Awwa
Owen is a standout business optimizer, no matter what stage you're at in your business. He has the ability to assess every aspect of your operations and uncover opportunities for improvement you may not even realize exist. If you think there's no room for optimization, think again—start working with Owen today.
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★★★★★
If you are looking for the perfect consultants to help you plan, structure, analyze your business to help you grow your business, look no further. Super professional, very…Read more from Jasmine Glover
If you are looking for the perfect consultants to help you plan, structure, analyze your business to help you grow your business, look no further. Super professional, very knowledgeable and easy to work with. Business Optimization Group is the best!
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★★★★★
Expert service. Highly recommend
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★★★★★
Working with Business Optimization Group was one of the best business decisions my law firm has made. They helped us tighten financial controls, optimize cash flow, and build…Read more from Kathryn Wakefield
Working with Business Optimization Group was one of the best business decisions my law firm has made. They helped us tighten financial controls, optimize cash flow, and build scalable systems that actually work. Once we established sustainable systems, they brought marketing expertise to the table, which has been a game changer for the types of clients we engage and the amount of time spent in the engagement process. Their insights are practical, strategic, and immediately useful. This isn't cookie-cutter consulting — it's customized, hands-on leadership that produces measurable results. Highly recommend to any business ready to level up.
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★★★★★
Business Optimization Group has been an absolute game changer. Their ability to assess a business quickly, identify inefficiencies, and implement practical solutions is…Read more from Julia L. Cole
Business Optimization Group has been an absolute game changer. Their ability to assess a business quickly, identify inefficiencies, and implement practical solutions is impressive. What sets them apart is how strategic and hands-on they are — this isn't generic consulting, it's thoughtful optimization tailored to real-world operations. The team is sharp, responsive, and clearly understands how to drive sustainable growth without unnecessary complexity. Highly recommend for any business owner serious about leveling up.
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★★★★★
Owen and his team are thoughtful and comprehensive. They take the time and have the foresight to ask for the information that is needed in order to understand the current…Read more from Slade Miller
Owen and his team are thoughtful and comprehensive. They take the time and have the foresight to ask for the information that is needed in order to understand the current situation of the business. Owen then uses that information to produce a strategic vision for moving forward with the business. In my experience, because Owen took the time to understand all of the components of the business, including the current staff, it was actually possible to implement that vision and be more proactive instead of reactive.
Insights for Your Next Business Decision
Explore articles, guides and recorded conversations about financial management, operations and business value.
Frequently Asked Questions
Find answers about our services, the initial conversation and how an engagement is defined.

What types of businesses do you work with?
We support small, midsize and large businesses across the United States. The services and scope are discussed according to the company’s priorities, internal resources and requirements.
What happens during an initial consultation?
We discuss your business, current priorities and the decisions you need to make. The conversation helps identify where support may be useful and what information would be needed to define the next step.
Can you work with our existing finance or operations team?
An engagement can include working alongside your existing leadership and internal teams. Roles, responsibilities and coordination are defined as part of the scope.
Do you offer project-based work or ongoing support?
Both options are available. The appropriate arrangement depends on the services required and whether the need relates to a defined project or continuing support.
What should I prepare before contacting BizOps?
Start with a brief description of your business, the challenge you want to address and the decisions ahead. Our team can then clarify which information would be useful for the discussion or proposed work.
How is the scope and cost of an engagement determined?
Scope and fees depend on the services required, the complexity of the work and the responsibilities involved. These details should be discussed and agreed before the engagement begins.
Let’s Discuss Your Business Priorities
Tell us what you want to improve or the decision you need to make. We’ll help clarify whether BizOps’s services fit the support you need.
Request a ConsultationBased in Miami. Serving businesses across the United States.
