Business Coaching & Consulting
When growth gets messy, we bring clarity and momentum.
Disorganized operations, unclear roles, and weak financial systems hold back even the most promising teams—because growth requires both strong people and streamlined processes.
This collaborative offering from business coach Tami Levin and accounting consultant Carmen Franklin delivers hands-on, high-impact support to small and mid-sized businesses.
On Your Way to Business Growth
Select Your Path
Rapid Assessment & Roadmap
Timeline: 4–6 Weeks
A strategic deep-dive into what’s working, what’s not, and what needs to happen next.
- Onsite or virtual interviews with key staff
- Review of financial systems, roles, and workflows
- Actionable report with prioritized initiatives and quick wins
Perfect for: Business owners who need clarity before making big moves.
Operational Turnaround & Coaching
Timeline: 3 Months
Hands-on process improvement with leadership coaching built in.
- Bookkeeping and system upgrades
- Role clarity and workflow streamlining
- Weekly coaching for owners and managers
- KPI development, accountability structures, and HR policy updates
- Midpoint review and course correction
Perfect for: Teams experiencing burnout, breakdowns, or rapid change.
Business Transformation Program
Timeline: 6–12+ Months
A full-scale reset for businesses ready to scale sustainably.
Phase 1: Stabilize & Clean Up
- Financial cleanup and cash flow improvements
- Team realignment, onboarding, and training
Phase 2: Build for Growth
- Strategic planning and leadership development
- Carmen serves as a fractional CFO/COO
- Tami provides coaching and executive team support
- Includes dashboards, SOPs, and performance systems
Perfect for: Founders and leadership teams committed to long-term growth.
Ongoing Support Retainer
Keep the momentum going—without a full engagement.
- Monthly or quarterly advisory sessions
- Support for new challenges or growing pains
- Minimal commitment, maximum continuity
Perfect for: Clients who’ve completed a project and want continued guidance.
“Clarity precedes success.”
Robin Sharma
Why it Works
One Unified Team
Strategy, execution, and coaching—working together.
Tangible Results
Financial stability, operational clarity, and stronger leadership.
Tailored Engagements
Structured timelines, milestones, and clear deliverables.
Sustainable Change
Coaching ensures adoption and lasting improvement.