Upwork home
Sign up

Accounting, Business & Legal Consultation with Jeffrey B.

5.0 · 28 reviews

Accounting, Business & Legal Consultation with Jeffrey B.

5.0 · 28 reviews

Zoom Meeting to review presentations, proposals, procedures, strategy or process improvement plans. Consultation for government, supply chain, or general management topics across all industries. Consultation for doing business with federal, state or local government.

Get personalized advice on:
Business Consulting rfp writing proposal writing process improvement procedure development business coaching

You’re covered with payment protection

Jeffrey B.Status: Offline

About Jeffrey

Jeffrey B.Status: Offline
Fractional COO | Business Coach and Consultant | Growth & Operations
100% Job Success
5.0  (28 reviews)
Plano, United States - 2:40 pm local time
Revenue stuck? Team not executing? I find what’s broken and fix it. Fast.

• Revenue stuck or inconsistent
• Sales and operations that are misaligned
• Too much on your plate as the leader
• Founders who are the bottleneck for decisions
• Managers lacking leadership and delegation skills
• Teams that are busy but inconsistent in execution
• No KPI systems or operational visibility
• Processes that break as the business scales

I diagnose these issues and build systems to ensure they don’t return.

With 40+ years in engineering, supply chain, manufacturing, and operations leadership at Raytheon, Honeywell, and Texas Instruments, I’ve led 100+ engagements delivering $30M+ in measurable operational and financial improvements.

Core Expertise:

• Fractional COO / Operations Leadership
• Leadership Coaching & Management Training
• Strategic Planning
• Process Improvement & SOP Development
• Lean Six Sigma Black Belt
• KPI & Accountability Systems
• Proposal Development

What I Do:

• Reduce founder dependency through delegation systems
• Develop Operations or Marketing Strategic Plans
• Fix leadership misalignment and unclear ownership
• Build or rebuild operating systems
• Identify bottlenecks, inefficiencies, and rework loops
• Improve reporting, visibility, and escalation systems
• Design KPIs, dashboards, and accountability frameworks
• Design scalable workflows and SOPs
• Strengthen cross-functional communication
• Train first-time managers to lead effectively

Engagement starts with a focused diagnostic session to:

• Identify root operational breakdowns
• Find quick-win improvements
• Build a clear execution roadmap

Send me a message with your situation, goals, or operational challenges, and I’ll outline how I would approach fixing it.

What to expect

Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Jeffrey will need to know before you meet

    1. Tell me about yourself and what you want to talk about.
    Rating is 5.0 out of 5.
    (28)
    5 stars
    100% Complete
    (28)
    4 stars
    1% Complete
    (0)
    3 stars
    1% Complete
    (0)
    2 stars
    1% Complete
    (0)
    1 star
    1% Complete
    (0)
    SN
    Shuja N.
    5.0
    Mar 28, 2025
    EB
    Eric B.
    5.0
    Dec 20, 2024
    MS
    Matthew S.
    5.0
    Aug 9, 2023
    AE
    Alex E.
    5.0
    Jun 14, 2023
    AE
    Alex E.
    5.0
    Apr 7, 2023
    Jeff did a great job helping me analyze project priorities and general business planning. I will happily recommend him as a business consultant.