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Financial Planning & analysis SOLUTIONS FOR SMALL BUSINESS

Background

Susan Lane founded Seven Three Consulting in 2022 after recognizing that many small businesses struggle to have an accurate view of their financials, and thus lack the ability to make informed decisions.  


She has over 15 years of relevant business experience, a BBA in Computer Information Systems from Texas State, and most recently obtained a Data Science & Business Analytics certification from UT McCombs School of Business.  


Her goal is to make expert level guidance more accessible to small businesses, and enable customers to focus on their core business. 

Common Customer Challenges

  • Unable to make confident business decisions due to lack of financial visibility


  • Weak or non-existent business processes for evaluating cost and profitability


  • Unreliable source data due to human error and lack of system integration


  • Complex invoicing creates a bottleneck and impacts cash flow


  • Struggle to hire qualified personnel such as accountants or data analyst

Methodology

Services

Financial Modeling

Budgeting & Forecasting

Budgeting & Forecasting

 Developing and maintaining complex financial models to analyze data and identify trends, risks, and opportunities for growth 

Budgeting & Forecasting

Budgeting & Forecasting

Budgeting & Forecasting

 Preparing budgets and forecasts for the upcoming year or years, and identifying potential opportunities and bottlenecks  

Custom Invoicing & Accounting

Data Quality & Process Improvement

Data Quality & Process Improvement

Providing custom invoice creation and accounting solutions that improve cashflow and enable accurate reporting

Data Quality & Process Improvement

Data Quality & Process Improvement

Data Quality & Process Improvement

Building the foundation for accurate financials by refining processes and integrating systems to create reliable source data






Testimonials

Black Lake Security

Black Lake Security

Black Lake Security

Susan Lane transformed our business! Prior to her involvement, we were often reactive and lacked the data needed for strategic decision-making. Susan's customized approach to budgeting, forecasting, and financial analysis (FP&A) delivered actionable insights essential for our long-term growth. Her deep understanding of the unique challenges faced by small businesses like ours has been invaluable. We wholeheartedly recommend her services.


Mark Jones  Founder & CEO – BlackLake Security 

BGK Architects

Black Lake Security

Black Lake Security

Seven Three Consulting was a game changer for our business! During the assessment phase it was obvious we didn't have a reliable view of our financials. After digging deep into our business including key processes, tools, and personnel she provided a detailed plan with timelines that would help us reach our goals.  The implementation went as expected and we are now making strategic business decisions with confidence.  



Jay Barnes - Principal - Barnes, Gromatzky, Kosarek Architects

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Seven Three Consulting

Liberty Hill, Texas, United States

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