15 Min Critical Financial Numbers Consultation


15 Min Critical Financial Numbers Consultation


This quick consultation is designed to answer one quick question and for initial foundational contact for new clients.


There is high demand for my consultations, and therefore I have had to implement a strict no-show policy. The initial consultation is free, however, I do require a small $50 deposit to secure your slot which is refunded immediately after the consultation. If however you decide after our meeting to you would like to progress to any of my paid services then your deposit can be put towards one of those services. By booking this consultation, you agree to forfeiting your deposit should you no attend the consultation. No-shows with no reason given are not eligible for rebooking.

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Business owners make critical financial decisions everyday and need help in making sure they are making decisions based on the right financials. Unfortunately they make them in a bubble, they don’t have any type of guidance and these types of decision end up costing them thousands and sometimes their entire business. Financial decisions without strategy is like gourmet seasonings without a recipe. Businesses don’t function properly without finance and operations strategy and a strategic plan.  Furthermore, most small business owners allocate over 20% of their expenses on wasteful spending. I help businesses increase profits by eliminating the waste and helping companies grow.

Financial & Operations Assessment Includes

·       Assessment of Business Priorities

·       Assessment of business alignment with personal priorities

·       Evaluation of Key Contributors

·       Evaluation of Competition

·       Time Management Assessment

·       Financial goal planning

·       Key systems analysis & recommendation

·       Capability assessment

·       Value added assessment

·       Efficiency assessment

·       Cash Generation Plan

7 ways that I make & save you money with this assessment

·       Time Value  - Your time is your most valuable asset. If you spent your time valued at $500 per hour performing this analysis on your own, your cost would be $12,500+. You’re better off using that time doing business development or executing your client work.

·       Opportunity Loss - Every moment that you don’t have a sound strategy in place, you are losing money. Imagine your business is a hotel. If a hotel room goes one day without being booked, that money can never be recouped. In fact, no matter how many people show up to the hotel the next day, the money from the empty room is lost forever. This same fact is true for every business. You need a financial and operations assessment to make sure you’re not leaving money on the table.

·       Guarantee efficiency savings – I guarantee a refund if I cannot find inefficiencies and profit generating strategies that amount to at least 2x of the assessment.

·       Vetted Resource – With an ongoing relationship you will have a vetted resource on hand. If you don’t, you will have to spend critical time finding a valuable resource every time you have an urgent financial issue. You can save your valuable time by working with me on an ongoing basis.

·       Enrolled Agent – I am licensed to represent businesses and individuals in the IRS federal tax system. As such, I will guard and protect you from any issue with the IRS.

·       Risk Analysis – I have an analytics background that enables me to provide risk versus reward decision projections. This will help you with the hard analysis that is required to make sure you are making the right financial decisions.

·       Top of mind – I will help you focus on your priorities. It is a proven fact that you’re more likely to accomplish your goals if they are at the forefront of your business planning and strategy.


Phillip Roney

President PHR Construction Services LLC

The responsibilities of being the President and Owner of an upstart construction consulting business can be an all consuming task. Staying focused on what’s important to keep the business moving forward and profitable can be a daunting task. For this reason I retained the services of Dr. Novellus of Novellus Financial. After interviewing me to define what I do , how I operate and understand my goals and challenges she developed a comprehensive business strategy. Her financial and business strategies addressed my short, medium and long range goals. Her strategies included time management, cash flow, tax planning, work/life balance and retirement planning. The steps to reaching my goals were presented in a plain no-nonsense format which were easy to follow and monitor in the future. Dr. Novellus was responsive, available and easy to communicate with during the entire process. I would highly recommend her services to any small business getting off the ground.”

Meredith Allan-Engler

Marketing Consultant and NBC Talk Show Host

Dr. Novellus is most intelligent, innovative, educated, detail oriented, financial professional I have ever had the pleasure of working with. Her knowledge of, tax law, tax resolution, and corporate finance is unmatched in the industry. Her Virtual CFO services are a tremendous asset to any company in need of help with finance management and great potential savings. Dr. Novellus hired me to help market her firm and it quickly became evident that I immediately needed her expertise and help managing my 3 businesses. Dr. Novellus is an absolute GENIUS at helping with infrastructure. Growing my company has come with so many growing pains, until I started working with her. I had so many opportunities for revenue that she clearly helped me elevate for my company. My weekly work with her has not only been uplifting, but her systems that she helped me implement are helping me become MORE PROFITABLE. I never thought about how much more revenue I could make if my business was scalable. The reality is you cannot run your company the same when you are a solopreneur as you would with a team of 5. I have streamlined my workflow, and increased my profit margins and totally credit Dr. Novellus with it all! If you are ready to grow, or are struggling with the pain now Dr. Novellus is the answer, and she will help you with ease and her grace. I only wish I contacted her sooner. She is joy to work with and I highly recommend her services.