Financial Operations Consulting
OPERATIONS & FINANCIAL CONSULTING FOR ESTBALISHED MARKET LEADERS
Whitestone Consulting is an operations and finance consultancy for business owners who want to build something that works without them. We sit alongside you as a hands on partner across both your numbers and how your business actually runs. Most owners are still doing everything themselves. That keeps the business dependent on one person. We help you change that.
Most business owners built their businesses by being involved in everything. That works early on. But growth stalls when everything runs through one person.
An Operational Exit means stepping back from the day to day without the business suffering. Not retiring. Just freeing yourself up to focus on what only you can do.
STAGE 1
Owner in everything
Doing, managing, deciding. The business cannot move without you.
Owner as leader
Your team handles the day to day. You focus on direction and decisions.
STAGE 3
Owner as strategist
The business runs. You work on growing it, not working in it. 20 hours a week or less.
01
VISION
Clarity on where the business is going. Goals, KPIs, financial targets.
Data
Management accounts, P&Ls, cash flow, turned into clear reporting.
03
RESOURCE ALLOCATION
Making sure money and time are spent where they create value.
04
PROCESSES
Systems that let your business run efficiently without you in the middle.
FINANCE
→ Xero bookkeeping process rebuilds
→ Monthly management accounts and P&L
→ Cash flow monitoring and forecasting
→ Cost analysis and budget review
→ Strategic finance input for growth planning
OPERATIONS
→ Process design and documentation
→ CRM Systems and tools setup (SOPs and workflows)
→ Team structure and delegation frameworks
→ Operational review and bottleneck diagnosis
→ Removing inefficient processes