As a business owner, you are pulled in a million different directions every day. Who do you turn to for trusted advice on your business when you need it? Do you have someone on speed dial who knows about your business, your team, and your strategy? Will they immediately take your call and act as your sounding board? Will they ask provocative questions and share their insights? This is exactly how I work with my Trusted Advisory clients.


My Trusted Advisory clients seek my advice on topics such as:

  • What are your thoughts on my strategy for growing my business?
  • What role should I hire for next?
  • How can I make the business more profitable?
  • What are some strategies for specific sales opportunities?
  • How do I free up more time to work on what is most important to me?
  • Is this opportunity worth pursuing?
  • My team is dropping the ball on little things. What should I do?
  • Should I fire a challenging client?
  • I am having problems with an employee. Am I being unrealistic?
  • And many more


What’s included?

  • Initial call with me to discuss your vision, strategy, goals, and issues
  • Unlimited phone and email access to me for the duration of the agreement
  • Additional tools and resources as needed


Schedule a strategy call to see if my Advisory services are a fit for you and your business.


See what my clients say about my role as their Trusted Advisor…

I am much more confident knowing that I am making progress towards by goals and that I am focused on the right activities to grow my business.

Before I started working with Theresa, I felt lost and scattered. Theresa helped me prioritize tasks and help me keep track of my time. This year I have quadrupled my sales from last year and the year isn’t over yet.

Puja Kandel Principal Owner
CMIT Solutions of West Omaha
Omaha, NE

Working with Theresa, I feel Relief. We’ve got this. It's handled. We will solve it. We don’t have to solve everything now. Running a business is stressful.

John David Kistler Business Owner
J&B Technologies, Ltd.
St Louis, MO