Financial Services

Business Advisory

Methodical Platforms wants to be more than a service partner.

We strive to be an actual business partner to smaller and mid size clients.

As such, we are offering Business Advisory services to help clients have access to additional business resources that can help a client’s organization grow at an accelerated pace while controlling costs. This service offers a blend of a Chief Operating Officer (COO) & Chief Financial Officer (CFO) strategic leadership to align divisions and processes.

Our team assists by providing clients the following:

  • Become the liaison with our technology team to help define technology scope around business process needs
  • Strategic planning and growth strategies
  • Business risk analysis
  • Analyze operations to evaluate performance of the organization
  • Work with executive leadership to identify problems, coordinate activities, and bring resolutions to the forefront
  • Bookkeeping through an affiliated entity, Michele Beck CPA
  • Fundraising services
    • Assess readiness by performing a “systems check”
    • Provide alternative capital raising methods
    • Proforma generation

We are blending technology services with business solutions so that our clients get a business minded technology solution work product that takes into account the long term viability of the firm first and foremost.

We are open to discussing hourly engagements and cost savings engagements.
Please contact us to discuss more!