Consulting for Financial Professionals

Marketing, operations & technology solutions to boost your bottom line.

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4x Your Profits, 1/4x Your Headaches

At Chops Consulting, we envision a thriving future for your business. With our consulting for financial professionals you overcome challenges and outperform competitors – even the larger ones!

There are problems you can control, for example, how to use the right technology to your advantage. Gaining leads while instilling client trust and satisfaction. Building a team of dedicated and knowledgeable individuals. Fostering a workplace culture of longevity that you can nurture and retain. Some problems are trickier to solve, like navigating economic shifts. With the right operations in place, you can pivot to meet your client’s needs with ease, ensuring long-term success through adaptability.

At Chops Consulting, we understand your problems. We offer consulting for financial professionals so you can identify the bottlenecks in your business and implement processes. We’ve worked with various businesses, including accountants, bookkeepers, and financial advisors. We can help you upgrade your tech to what suits your needs and abilities and train you how to use it.

Customizing solutions, utilizing automation, and streamlining operations is what we do BEST. With our help, we know that we can get you where you want to be!

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Consulting for Financial Professionals

Streamline Your Accounting or Bookkeeping Firm Through:

  • Sales Systems & Client Onboarding Optimization. Increase closed sales, improve client experience and boost customer retention through a robust client experience process, and the software to support them such as CRMs and ERPs.
  • Technology Infrastructure & Automation Solutions. Streamline your workflow and foster seamless communication and project tracking with cloud-based practice management software and integrated business tools.
  • Talent Acquisition & Development. Manage the full spectrum of talent engagement from recruitment and hiring to onboarding and professional development. Focus on cultivating a skilled workforce poised for long-term achievement and alignment with your company’s vision.
  • Business Process Optimization. Map and document your company’s distinct procedures to improve operational efficiency and training. With consulting for financial professionals, our approach is designed to empower your business to thrive, expand, and scale effectively.
  • Comprehensive Marketing Strategy & Support. A marketing strategy, isn’t something that sits in a folder ignored, but is harnessed daily to attract and retain the type of clients you love working with most. We offer web design, social media management, paid ads, and SEO.


cASE STUDY: PROFiX ACCOUNTING

Since 2021, we have acted as the Fractional Director of Operations for this legal accounting firm, overseeing every area of the business, and building processes and tech up nearly from scratch, including:

  • Mapping systems and processes for nearly every area of the business including marketing, sales, client intake and onboarding, hiring, team onboarding and training, ongoing team management and communications, document management, project management, client offboarding, and strategic planning.
  • Designing and setting up numerous tech systems including CRM, Project Management Software, Zoho Forms, Communication software, VoIP online phone systems, Employee databases, sales and revenue forecasting systems.
  • Setting up integrations and automation to ensure all systems are talking to each other, such as programming an automation to create a new contact card in their client management system, map over intake responses, and setting follow up notifications when a new consultation is booked.
  • Designing, creating and launching multiple e-courses, including writing lessons, setting up tech and e-commerce portals, creating landing pages and marketing materials, etc.

Through our work, PROFiX has grown significantly (and become profitable!) as well as been nominated for numerous business awards, including being named one of Business in Vancouver’s Top Forty under 40 for 2023.

As a result of strategic planning and focusing on business growth, PROFiX has seen a 160% increase in revenue, including experiencing a 68% increase in profits in the first quarter of implementing a new pricing structure.

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