At 224 Consulting, I'm driven by the question "Why?"—a curiosity that fuels my commitment to understanding the rationale behind every process and system. With a background in developing and refining systems and processes, I've honed expertise in optimizing efficiency and accuracy within back-office operations, particularly in the RIA/TAMP industry.

Foundation of Efficiency & Adaptive Expertise

Data reconciliation forms the cornerstone of operational optimization. By analyzing business rules and exceptions, I craft tailored processes and integrate systems to leverage technology solutions effectively, minimizing additional costs. Thorough reconciliation not only facilitates learning but also enables the documentation of processes, empowering you to meet customer needs with confidence. In today's rapidly evolving business landscape, my adaptability enables swift adaptation to emerging opportunities while managing technological costs effectively. Leveraging the expansive Microsoft 365 and Power Automate ecosystem, I specialize in building, testing, and continuously enhancing services without incurring additional expenses. And don't worry about adding to your stress— I've already lost enough hair for you, to enable me to handle any business challenge with ease!

Strategic Approach & Foundation for Growth

Creating Standard Operating Procedures (SOPs) and flowcharts based on detailed data ensures that all system impacts are considered before implementation. Auditing is inherent in all processes to ensure ongoing improvement and instill trust in your operational efficiency. Training and development opportunities are included with each process improvement, ensuring your team is equipped to EXCEL. The name 224 Consulting embodies the concept that simplicity is the foundation of complexity (2+2=4). By meticulously attending to the smallest details, I offer unique and sophisticated solutions that embed your business rules within a customized framework, ensuring cohesion, risk reconciliation, and seamless collaboration among systems—optimizing the value of your time and enhancing operational efficiency.