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Consulting

Strategic Consulting for Leaders Who Want Clear Thinking

Adam Diaz works with business owners and leadership teams who want clarity — not noise, not theory, and not surface-level advice.

His consulting focuses on helping leaders understand their business more clearly, think strategically, and make decisions with confidence.

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Why Consulting Instead of Advice

Most leaders don’t need more opinions. They need a clear way to think about their business.

Adam’s consulting is designed to help leaders step back, assess what actually matters, and make decisions rooted in strategy, financial reality, and long-term purpose.

This work is direct, focused, and grounded in real-world experience.

Financial Consulting

Consulting engagements are designed to help business owners gain clarity, strengthen systems, and make better decisions using accurate financial insight.

Each engagement is scoped intentionally to solve a specific problem and produce clear, practical outcomes.

Bookkeeping Makeover — $3,450

  • A focused engagement designed to clean up and restructure your bookkeeping so your financial reports are accurate, usable, and decision-ready.

Break Even & Pricing Analysis — $1,995

  • An in-depth analysis of your pricing, costs, and break-even point to ensure your business is positioned for sustainable profitability.

Leading KPI Design — $1,995

  • Design and implementation of a small set of key performance indicators that clearly show how your business is actually performing.

Leadership Consulting

Leadership engagements focus on alignment, clarity, and execution across teams and organizations.

Mission, Vision & Values — $4,995

  • Clarify and document the core direction of your organization so leadership decisions, culture, and strategy are aligned.

Culture Assessment & Strengthening Plan — $4,995

  • A structured assessment of your current culture, followed by a clear plan to strengthen alignment, accountability, and performance.

Team Building: Expectations Are Everything — $4,995

  • A practical engagement focused on setting clear expectations, improving communication, and strengthening team execution.

Business Development

These engagements focus on long-term growth, strategy, and problem-solving.

Business Plan Builder — $9,995

  • A guided process to build a clear, usable business plan that connects strategy, operations, and financial reality.

18-Month Strategic Growth Plan — $4,995

  • A forward-looking growth plan that helps you prioritize initiatives, allocate resources, and execute with clarity.

Solve Any Problem: Outside-the-Box Strategic Analysis — $4,995

  • A structured strategic analysis designed to break through complex or stalled business problems.

Ongoing Consulting Options

Some engagements may transition into ongoing support depending on needs and goals.

Hourly Consulting — $250

  • Details and scope will be discussed during an initial conversation.

Monthly Consulting — $1,995

  • Details and scope will be discussed during an initial conversation.

* Pricing subject to scope and negotiation

Interested in Consulting?

Use the contact form to start a conversation and determine the right engagement.

Contact Adam

Current Training Programs

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Financial Clarity for Small Business

Seminar | Free

This one-hour seminar introduces business owners to the key ideas that support confident financial decision-making.

Participants will learn how to:

  • Understand their numbers with more confidence

  • Identify the metrics that matter most

  • Reduce blind spots created by financial uncertainty

  • Ensure their accounting system supports clear thinking

This session is designed to be practical, approachable, and immediately useful.

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Financial Intelligence for Small Business

Training Program | 5 Weeks

This five-week training program is designed for business owners who want to go deeper into the financial side of their business and apply accounting concepts in practical ways.

Over the course of the program, participants learn how to:

  • Evaluate financial statements with clarity

  • Understand the forces shaping cash flow and profitability

  • Identify financial risks and opportunities

  • Build systems that support stability and scalability

  • Use financial insight to guide better strategic decisions

The focus is not theory. The focus is application.

Areas of Focus

Consulting engagements may include work around:

  • Strategic decision-making and prioritization

  • Financial clarity and understanding business performance

  • Evaluating systems, processes, and organizational structure

  • Leadership alignment and communication

  • Growth, stability, or transition planning

Each engagement is shaped by the specific challenges and goals of the organization.

What to Expect

Adam’s consulting is collaborative and practical. Engagements typically involve a mix of focused conversations, analysis, and guided decision-making.

Clients can expect:

  • Direct, candid conversations

  • Clear frameworks for thinking through complex issues

  • Financial insight presented in plain language

  • Practical recommendations, not abstract theory

Consulting may take place through one-on-one sessions, small leadership team meetings, or short-term strategic engagements.

Who This Is a Good Fit For

Consulting is best suited for:

  • Business owners facing complex decisions

  • Leaders navigating growth, change, or uncertainty

  • Organizations seeking clarity around strategy and structure

  • Teams who value direct communication and thoughtful guidance

This work is not designed for leaders looking for quick fixes or generic solutions.

Ready?

If you’re considering consulting and want to explore whether it’s a good fit, reach out through the contact page to start a conversation.

Reach Out to Adam