Consultant Pages

Financial Consultant

I am a co-owner of a consulting company my husband and I founded when we left the corporate world but still wanted to offer our skills for hire on a part-time basis or in short-term engagements.

Since I have always been the numbers person, organizer, and planner in our family, I joined the American Association of Daily Money Managers. I coach people to better understand their personal or small business financial picture. For individuals, we work together so they feel confident that their spending and saving habits are on track. For solo business owners, I organize and consolidate their business transactions so we can take a look at profit and loss trends and forecast cash flow.

I have a background in software development with a startup computer company, and I haven’t lost my love of the latest and greatest technology. For over 20 years I’ve used Quicken, Quickbooks, and Excel to keep track of money and prepare financial statements, graphs, and budgets. I am excited to see and experiment with the many easy-to-use financial apps, web interfaces, and integrations of point-of-sale systems with bookkeeping, scheduling, payroll, and the list goes on!

Whether you are a numbers person or not, I enjoy learning about your unique businesses and helping you get financial information organized and at your fingertips for easy tax preparation, clear decision making, and peace of mind.

Websites, E-Commerce, Digital Marketing/Advertising

Brandon is an experienced entrepreneur with multiple small businesses under his belt. For the past 5 years, he has been creating digital marketing solutions for small businesses across the US. Using technology and software automation, Brandon helps bridge the gap between the digital and the real world.

With a wide range of professional experience, Brandon is a true jack of all trades. He uses his business acumen and broad knowledge of tech skills to quickly present solutions to clients, earning himself the moniker “The Professional Problem Solver”. Brandon is skilled in website development, multiple e-commerce platforms (Shopify, Woocommerce, and Wix), App development for iOS and Android platforms, social media advertising, business process development and business planning from ideation to fulfillment.

Early Childhood Business

Chelsea is an early childhood business creative with a decade of experience working in the early childhood field and a BA in Education and Human Development. She is currently enrolled in the Professional MBA program at CU-Denver.

Her experience includes leading child care classrooms, nannying, owning her own private school, and working for an Early Childhood Council as an Early Childhood Workforce & Business Associate. Over the last two years she has assisted new child care business owners with opening their doors, becoming licensed and improving their business practices. She currently owns her own graphic and web design business where she offers her creative services to business owners in the early childhood field.

Chelsea is skilled in assisting educators with business startup, becoming licensed, managing administrative tasks, communicating effectively with families, marketing their programs and creating a brand for their business.

She is well versed on the State of Colorado child care licensing rules, school and child care health and safety regulations, and Larimer County business requirements. She is also well connected with the Colorado Department of Early Childhood and can assist new educators with navigating the Professional Development Information System (PDIS) and the Quality Rating Improvement System (QRIS), locating required training, understanding exempt-care and more.

Chelsea is a certified Family Child Care Home (FCCH) Pre-Licensing Trainer and offers this training periodically to new FCCH providers in Colorado. She also has experience teaching early childhood business courses including the Larimer SBDC Early Child-Care Business Training Program.

Franchise / Business Start-up

Chrystal has owned two franchises herself and has started other personal businesses in Colorado. She owned a local property management company with one of the largest property management franchises in the US. After doubling the portfolio size, she was able to benefit from the sale of the business. Her second franchise business endeavor was with vending machines. Within the first six months she was able to secure some of the largest vending contracts within Larimer County and grew her business by 700%!

Using what she has learned in her own endeavors, and learning the consulting side for franchises, she can work with individuals interested in franchise concepts and help individuals review FDD and learn about the validation process. Chrystal knows what it is like to invest large sums of capital and put trust in the franchise systems. Experience has also taught her what questions to ask franchisors, and what would have been helpful to know in the beginning.

She also has experience in business administration and veterinary practice management. She has managed many employees and has helped develop exit strategies for herself and other business owners. She has experience in sales tax, payroll, bookkeeping, and overall office management.

Human Resources

Business humorist Courtney Berg turns typical HR and management issues into fun learning experiences. She draws from her years of human resources and operations management experience to bring boring employment concepts to life. Courtney has built HR departments from the ground up and has experience from front line supervision to vice president in both HR and operations in a variety of industries. Her goal is to bring her knowledge and experience to business owners, making management easier for them.

Courtney is a certified Senior Professional in Human Resources (SPHR). In December 2008, Courtney was featured in a “How To Conduct Annual Employee Reviews” in Inc. Magazine. Courtney is also a 2009 Denver Business Journal “Outstanding Women In Business” nominee. She received the Denver Metro Chamber of Commerce “Chamber Champion” award in 2011. Courtney has a BS in Business Administration with an emphasis in Management from the University of Northern Colorado.

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