Consulting for long term success

At Build the Framework, we help businesses turn complexity into clarity.

Our consulting services are designed for founders, finance leaders, and operations managers who want to streamline how their business runs — from day-to-day workflows to long-term financial systems.

We specialize in operations consulting, financial systems design, and accounting process improvement, helping organizations create scalable, reliable structures that support growth. Whether you’re tightening internal controls, improving cash-flow visibility, or connecting your tech stack, we build processes that work together — not against each other.

Our consulting team brings hands-on experience in both operational efficiency and financial strategy, combining business insight with practical system implementation.
We don’t just hand over recommendations — we roll up our sleeves to help you map, document, and automate the core functions that drive performance and profitability.

  • Operations Consulting

    Build systems that run reliably — even when you step away.
    We analyze how your business operates, identify bottlenecks, and design efficient workflows that connect your tools, teams, and data.

    Services include:

    Process mapping and workflow optimization

    SOP creation and documentation

    Technology and automation consulting (Zoho, QuickBooks, HubSpot, SharePoint, Zapier, etc.)

    Vendor, procurement, and supply-chain efficiency reviews

    KPI and performance dashboard design

  • Financial & Accounting Consulting

    Turn your numbers into strategy.
    We help you create financial clarity through stronger systems, actionable reporting, and consistent processes that support decision-making.

    Services include:

    Chart of accounts design and structure review

    Financial reporting and dashboard setup

    Cash-flow forecasting and scenario modeling

    Budgeting frameworks and spend visibility tools

    Accounting software implementation and integration (QuickBooks Online, Zoho Books, or Xero)

    Month-end close process design and documentation

Strategic Advisory & Support

When you need a sounding board, not just a system.
Our team provides fractional-style insight to help you interpret your data and plan for growth.

Services include:

  • Financial and operational review sessions

  • Process and policy refinement over time

  • Leadership advisory on scaling and resource planning

  • Customized engagement models to fit your needs and stage of growth