Find the financial, operating, or workflow constraint holding back growth.
Consultgenix works with owner-led businesses when performance is being held back by weak financial visibility, unclear operating accountability, a corporate finance decision that cannot be improvised, or a manual workflow that has become too expensive to carry.
A 30-minute conversation for owners and operators who need a clearer next decision, not a generic plan.
- Twenty years in finance leadershipInsurance, healthcare, consumer goods, and financial services
- Former head of finance, AIG consumer insurance17 Latin American markets
- FP&A and transformation director, KemperPlanning, reporting, and operating finance
- MBA, Accounting and FinanceUniversity of Connecticut. Intuit QuickBooks Online Certified
A business can be busy, growing, and still be harder to manage every month.
Revenue can rise while cash becomes less predictable, margin gets harder to explain, delivery absorbs more management time, and decisions arrive after the useful moment has passed. Adding a report, a meeting, a hire, or an AI tool does not fix the problem if the underlying constraint remains unclear.
Consultgenix starts with the constraint because the right intervention depends on the source of the problem.
- You have financial data, but no management view that explains what is changing and why.
- Important work depends on the owner carrying context that the operating system should hold.
- The same exceptions, rework, and slow handoffs keep returning.
- A manual reporting or decision workflow consumes time, but no one has tested whether automation would actually improve it.
The work is for a business with a material operating decision to make.
A good fit
You run or lead a business with a problem that has real consequences: unreliable cash flow, margin pressure, reporting that does not support decisions, execution that depends too heavily on the owner, a transaction or capital decision on the table, or a workflow that may justify redesign or controlled automation.
You can share enough context to examine the situation honestly, and you are prepared to change a process, routine, or decision practice if the facts support it.
Outside the scope
Consultgenix is not a source of legal advice, tax opinions, investment advice, generic business coaching, software resale, free implementation plans, or AI demonstrations without a defined operating use case.
If the right answer is to defer a project, simplify a process, or solve the problem without AI, that should be clear early rather than discovered after money is spent.
Where Consultgenix helps
The work connects finance, operating management, corporate finance, and automation because each can fail when treated in isolation.
Finance and operations advisory
A decision-grade view of revenue, margin, cash flow, and the operating drivers behind them, with clear ownership and review routines so execution does not depend on the owner chasing every action.
Corporate finance and transactions
Support for capital, planning, transaction, and restructuring decisions that cannot be improvised. The numbers, the options, and the decision record, prepared so the owner can act.
AI workflow assessment
Assess the workflow, inputs, controls, and exceptions before selecting technology. The decision may be to test automation, redesign the process, use a simpler approach, or defer.
Bookkeeping for insurance agencies
Monthly books for independent P&C agencies: carrier statements reconciled, premium trust kept separate, producer splits tied out, and every close reviewed and signed off.
A working engagement starts by making the decision visible.
Establish the context
Define the business situation, decision-maker, economic problem, current operating facts, and what has already been tried. The first conversation should narrow the problem, not expand the list of possible projects.
Identify the constraint
Separate the visible symptom from the operating condition causing it. Cash pressure, weak margins, slow execution, and reporting burden can have different causes that require different responses.
Decide what changes first
Prioritize the smallest set of changes most likely to improve the operating result. This may involve financial reporting, ownership, process design, controls, management cadence, or a limited automation test.
Implement and review
Convert the decision into work with named ownership, routines, measures, and review points. Progress is assessed against the operating effect, not activity for its own sake.
Bring the decision you need to make.
A 30-minute business diagnostic is the place to test whether Consultgenix is relevant and what should be examined first. Not every diagnostic leads to an engagement.
Assess the workflow before buying the AI tool.
AI is useful only when it follows a defined workflow, usable data, accountable ownership, controls, and exception handling. Buying a tool first and looking for a workflow second is how businesses end up with a subscription and a new manual process to babysit.
The assessment looks at five things before any tool is chosen: whether the workflow is defined, whether it repeats often enough to pay back, whether the data can be trusted, who owns the output, and what happens when it goes wrong. The answer may be to automate, to fix the process first, or to defer.
Work directly with the person accountable for the diagnosis.
Consultgenix is led by Derrek Space, a finance executive and business management consultant. The practice brings financial discipline, operating judgment, and practical implementation support to businesses that need a clearer view of what is holding back performance.
The work does not begin with a prepackaged playbook. It begins with the facts of the business, the decision that must be made, and the constraint that is creating the cost.
Questions before you book
Who should book a business diagnostic?
Owners, executives, and operators dealing with a material financial, operating, transaction, or workflow constraint. The conversation is most useful when there is a specific decision, problem, or recurring pattern to examine.
What happens in the 30-minute diagnostic?
You describe the business context, the constraint you are seeing, what has been tried, and the decision that needs to be made. The objective is to clarify what should be examined first and whether a deeper engagement makes sense.
Does Consultgenix recommend AI for every workflow problem?
No. AI is useful only when it improves a measurable business outcome without creating an unmanageable control or exception burden. The right answer may be process redesign, a simple automation, or no technology change.
What if there is no fit?
You should leave with a clearer view of the next decision. A deeper engagement proceeds only when the problem, scope, and potential contribution are clear enough to justify it.
Start with the constraint that is costing the business the most.
Bring the operating or financial issue you need to decide. Consultgenix will help determine whether the problem is defined enough for an engagement and what should be addressed first.
For owner-led businesses prepared to discuss the operating facts.