Real Results of
Small Business Consulting Work

What we did. How we did it.
How our clients win.

We love helping our clients win...

We are passionate about the work that we do.  We believe in our clients and the visions they have for their businesses.

We are thankful for each time they have brought us along for the ride.  Here are some of the stories of how we helped them CREATE | DESIGN | BUILD Extraordinary Companies.

it company operations consulting
Business Assessment

IT Company: Business Operations Consulting

Our client had a successful IT Company and was working with top producers in her industry, often flying around the country to meet with them and participate in events. Her challenge was that when she traveled, she was unable to produce the work, which limited her company’s ability to grow.

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Business Growth

Freelance Designer to Global Marketing Firm

Getting out of “feast to famine” mode is what was most important to our client. As a solopreneur, while he made decent money, it lacked consistency and he was limited in the types and amount of work that he could handle at any given time. He was ready for a change.

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Business Architecture for Marketing Firm
Business Growth

Business Architecture for Marketing Firm

Our client is a brilliant designer that was stuck in a feast-to-famine business that kept him constantly stressed about where and how he would get more business, and how he could build a company that would allow him to retire some day.

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Not for Profit Organizational Development Strategy
Business Planning

Not-for-Profit Organizational Development

We were approached by a not-for-profit organization that was struggling and needed to address multiple issues. They had a specialized educational program for the local community which was working quite well, but there were a lot of problems and goals that needed to be addressed.

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ZohoCRM Transportation Company
Business Automation

ZohoCRM Customization and Implementation

Our client offered their customer a local delivery for their ecommerce business. They would need a solution that would be robust and flexible enough to meet their requirements while making financial sense for a young organization. Through our research, we found that ZohoCRM would e the best solution for the company.

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building a great restaurant
Business Planning

Operations Consulting for a new restaurant

Our client had a successful catering company that had outgrown its mobile kitchen and was in need of a more permanent home. We were able to guide him to find a space, build out a new restaurant that offered full service daily lunch and dinner in addition to continuation of the catering business.

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aepiphanni helps grow tax firm
Business Automation

Growth Planning for a Successful Tax Practice

Like many firms we work with, the owner of this tax practice had a vision for building a bigger company – he just didn’t know which direction to grow in. While he had some general direction he wanted to go in, we were able to show him a direction that would make his company stand out.

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Business Growth

Construction Firm: Organizational Transformation

The owner wanted to reorganize the company, where he was the central business producer, and turn it into an organization that had great value independently of him. His goal was to scale this business in a way that allowed him to work on other projects of interest.

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Not for Profit Organizational Development Strategy

Not-for-Profit Organizational Development

We were approached by a not-for-profit organization that was struggling and needed to address multiple issues. They had a specialized educational program for the local community which was working quite well, but there were a lot of problems and goals that needed to be addressed.

Read More »

Freelance Designer to Global Marketing Firm

Getting out of “feast to famine” mode is what was most important to our client. As a solopreneur, while he made decent money, it lacked consistency and he was limited in the types and amount of work that he could handle at any given time. He was ready for a change.

Read More »
it company operations consulting

IT Company: Business Operations Consulting

Our client had a successful IT Company and was working with top producers in her industry, often flying around the country to meet with them and participate in events. Her challenge was that when she traveled, she was unable to produce the work, which limited her company’s ability to grow.

Read More »

Consulting for a Growing Restaurant

…as our client’s reputation grew, bigger projects started coming in, which in turn required more staff and more equipment and space. The owner wanted to expand into a proper restaurant and needed help to accomplish it properly.

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