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About Corey James Consulting

Strategic Planning / Forecasting: Corey James Consulting brings to an organization the ability to develop a financial plan that brings management’s strategic long-term goals to life. As your organization progresses towards these goals, Corey James Consulting is there to update management with budget vs. actual reports to gauge performance and “right the ship” when necessary. Corey James Consulting is there to assist in decision support when the correct choices need to be made. Budget Process: Whether your business decides to run a quarterly, semiannual, or annual budget; a solid process is necessary. The budget process needs to be timely, accurate, and engaging enough to be adopted by all leadership involved. Corey James Consulting will develop and roll out the right format of budget that fits the needs of the company. Securing Funding / Due Diligence: Corey James Consulting is here to assist in developing a financial package that will secure any level of funding necessary for the success of your business. This financial package will be built in a format that will answer any due diligence follow-up. Our Principal is phenomenal at summarizing large amounts of financial information and processes down to the key points needed to tell your story. Go-To-Market: A go-to-market strategy can differ depending on where your company is in this process. Our Principal has a history of supporting early-stage companies with their go-to-market plan. From scenario planning, to pricing structures, hiring plans, commission structures, and more, Corey James Consulting can assist in all stages. System Implementation: At some point your company will reach their Excel capacity and will want to streamline the budget and reporting process. Our Principal has a history of implementing ERPs and financial planning tools to help alleviate this burden.

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