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Time and Energy Management

Learn techniques to use your time and energy effectively and maximize your success, focus, and ability to protect your time.

Business Management

Learn business and people management techniques to create a scalable and more easily managed multi-generation business.

Talent Development

Learn techniques to empower your staff and clarify roles, career paths, goals, and incentives that benefit the staff and business.

Technology

Learn time-saving techniques to define your integrated tech stack, eliminate unnecessary elements, reduce the work, and boost understanding and optimal use.

Productive Collaboration

Learn techniques to productively collaborate, facilitate effective meetings, quickly update business plans, and continually improve and reduce the work.

Business Finance

This course will teach you techniques to improve your profitability and provide a clear path of deliberate growth and clarity on compensation and expenses.

Client Clarity and Experience

Learn techniques to clarify your ideal client, services and delivery, and provide a consistent, predictable client experience that both staff and clients can rave about.

Marketing

This course will teach you the many types of marketing and techniques to organize your efforts and gain the largest impact possible.

Business Development

Learn techniques, the right mindset, and adopt processes to develop raving fan referral sources and convert prospects to clients.

"Hey! I'm Jen!"

"My passion is teaching businesses how to operate and thrive!"

Attracted $800k with roles and process changes at Wealth firm
25% Profit margin increase in 1 year for Insurance business
Transformed hobby to scalable Healthcare business during Covid
Recouped $11mil implementing new processes at Regional Bank
and more........

I started transforming businesses before college even started. My path began with overhauling the inventory system for a John Deere affiliate company and then new processes for my SUNY Campus Service company. Both experiences lead to improved profitability, operations, and service. In my sophomore year of college, I developed and implemented a process to recoup $11 million from FEMA for M&T Bank. My junior year included the design and implementation of a tax identification and collection process that recouped $9 million for the Mortgage Lending Division in the first 3 months of implementation. At this point, I realized I was destined for business operations transformations but needed experience in finance.

I started a nighttime MBA on Qualitative Business Operations and then moved to Boston MA to study Certified Financial Planning™ at Boston University, took MBA Corporate Finance classes at Boston College, and Enrolled Agent Business Tax classes at Northeastern. Meanwhile, I moved from sales assistant to Financial Advisor and worked with business owners on business and personal financial stabilization and growth.

This experience and education lead me through a role working with Angel and VC investors to become Senior Planner and Operations Transformation role at a multi business family office firm, Director of Operations and Senior Planner role at large tax firm, and Chief Operations Officer at an Insurance and Wealth Management Business.

In 2007, I started MyVirtualCOO, a consulting firm for businesses. I added Virtual Solutions for Advisors by creating the largest, free, online directory of vetted USA outsourced providers to businesses.

I am lucky to attract and work with a select group of businesses that seek to transform their operations, mindset, and growth. I am a huge believer in continuous learning, having choices, and rising up. I am published, speak at major conferences, and yearn to help more businesses that work with consumers. In my spare time, I advocate for public schools, gun safety, and the homeless, and am a mom of 2 teenagers and a wife to one very understanding man.

I welcome you to join me in the pursuit of knowledge. As great people have said before, with knowledge comes freedom and choices. So join us! The more, the merry!