Experience

Aepiphanni Business Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Managing Partner, Management Consultant: Operations & Strategy

  • Oct 2005 - Present

  Aepiphanni is the trusted advisor for business leaders who are seeking forward-thinking solutions to help them plan for and navigate through the challenges of business growth. Our entrepreneurial multidisciplinary team works with clients to Create | Design | Build differentiating solutions and provide clear direction focused on impactful, sustainable, strategic results. We are a results-oriented, client-focused firm that works with business leaders with the goal of creating innovative solutions to challenges they face, design tools, processes and systems to operate more efficiently and build a solid platform to grow the business. We believe in operating fairly, ethically and with integrity, putting our clients' needs ahead of our own, and accountability for our recommendations. With more than 25 years of entrepreneurial experience, education and years of successful client engagements, we are a premiere service provider to the small business community. Our clients appreciate our understanding of growth cycles, maximizing return on limited resources and the need to focus on outcomes. As a strategy and operations firm, we focus on driving revenue and profitability in the areas of business development, finance, productivity and product and services. We have flexible engagement styles and financing resources that give small businesses access to the services they need. Specializations include strategic planning, business analysis, business development, business plans, sales and marketing planning and strategy, IT for small businesses, customer value chain and business process design. We help business leaders CREATE | DESIGN | BUILD extraordinary small businesses. We are Aepiphanni. Show less



CONVRG Strategic Marketing

• Advertising Services
• 1 - 100 Employee

• President

  • Jan 2022 - Present

  We built CONVRG as a strategy-driven full stack marketing firm that seeks to provide results for our clients. From marketing strategy and planning, to creative, messaging and branding, to execution - including paid marketing, social media, website development, to content development and design, we give our clients the tools to make their marketing win. Learn more about our work at CONVRGDM.com. We built CONVRG as a strategy-driven full stack marketing firm that seeks to provide results for our clients. From marketing strategy and planning, to creative, messaging and branding, to execution - including paid marketing, social media, website development, to content development and design, we give our clients the tools to make their marketing win. Learn more about our work at CONVRGDM.com.



WistBooks Financial Management

• United States
• Financial Services

• President

  • Jan 2020 - Present

  WistBooks Financial Management is a company dedicated to providing Bookkeeping and Financial Management services to small businesses in a fixed price, high-value format. Our goal is to not only keep our clients' books, but to also help them leverage their financial data and use it as a guide in making key decisions for their businesses. WistBooks Financial Management is a company dedicated to providing Bookkeeping and Financial Management services to small businesses in a fixed price, high-value format. Our goal is to not only keep our clients' books, but to also help them leverage their financial data and use it as a guide in making key decisions for their businesses.