I help businesses understand what's driving their bottom line.  Then, I help them create budgets and operating plans to save money and grow!  Finally, I provide regular insightful performance analysis to help businesses make solid decisions.

  • Are you making the right business decisions for growth?  

  • Do you have a dynamic financial model that is easy to understand and update?

Here's why you NEED a solid operating plan and budget:

  • To serve as a road map for your growth and help you with decision making  
  • Financial projections are an essential part of any strong business plan, yet are often the weakest part.  
  • Lenders will walk away from your small business if you can't demonstrate how you plan to deploy their money.  
  • Large organizations will miss out on profitable opportunities if they don't have robust financial plans in place.  

You don't have the time or expertise to focus on finance, so BBS can do it for you.  That way, you can make sound business decisions while focusing on what you do best!


  • Budget development, implementation, ongoing performance analysis & reporting
  • Preparation of financial outlooks based on facts, variables, & assumptions

Pro Forma Financials / PROJECTIONS

  • Income statement (P&L) 
  • Balance sheet
  • Statement of cash flows


  • Investment modeling
  • Best/worst/most likely case scenario modeling

Business & Financial Analysis

  • Financial statement analysis
  • Forensic & investigative analysis
  • Trend analysis
  • Variance analysis
  • Ad hoc analysis

Management Reporting

  • Standard report development or refinement
  • Ongoing performance analysis
  • Summary data for use in decision making
  • Key Performance Indicators (KPIs) - development and reporting

Additional Services

Staff augmentation

  • Allows you to add to your workforce based on project requirements, business objectives, or gaps in expertise. 
    • Fill gaps between employee departures and arrivals
    • Maternity leave
    • Leave of absence
    • Sabbatical
    • Short term disability
  • Capitalize on the skills of your existing workforce, while also adding talent where it is needed!!!

Return on Investment (ROI) Analysis

Operations Management

Employee seminars & training

PRocess Discipline and Standardization