After COVID, our restaurant, brewery, and event businesses were facing a lot of challenges, and I knew I needed better financial information to understand what was working, what wasn’t, and where we needed to make changes. Christie came in, took a close look at our accounting and financial processes, and helped us see where things could be improved. She gave us practical recommendations to make our reporting more useful, speed up processes, put better checks and balances in place, and reduce costs. She also helped us review our banking and tax service providers, which ended up saving us money and improving how things were being handled.
The biggest value Christie brought was helping us move from knowing we had problems to actually making the changes needed to fix them. She started by helping us look at different options for our accounting and finance needs, including whether it made sense to outsource. Having the costs, pros, and cons laid out clearly gave us confidence that we were making the right decision for our business.
Once we had a plan in place, she guided us through a significant change within our finance team. She helped us find the right person for the role, develop a transition plan, manage the handoff of responsibilities, and make sure critical information was transferred properly. What could have been a very difficult and disruptive process ended up being far smoother because of her leadership and support. I would recommend Christie to any business owner who wants a trusted advisor to help bring order and clarity to their business.