4 Steps. Total Clarity. Meet Financial 360.
Book a Discovery Call and let’s explore what’s possible!
No commitment.
Book a Discovery Call
This call is where we get clear on your business goals, identify financial pain points, and assess your current systems—so we can determine how a Financial 360 can support your growth.
Discovery Process
We take a deep dive into the current state of your business and finances. This comprehensive review—based on our initial conversation, your completed questionnaire, and the documents you’ve provided—gives our team the clarity we need to begin crafting your ideal financial strategy.
Strategy Development
Once we’ve analyzed your data, we build out a custom Financial 360 tailored to your goals, challenges, and growth plans. This strategy is designed to bring clarity, compliance, and confidence to every corner of your business
Review & Implementation Planning
We’ll meet for a final strategy call to walk through your tailored Financial 360. Together, we’ll review the plan, answer your questions, and outline clear next steps for implementation—so you feel confident, supported, and ready to move forward.
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WORDS FROM HAPPY CLIENTS
"
Christi with Alpha Omega Consulting and Bookkeeping has been assisting me with business accounting since I started my business almost 9 years ago. Her knowledge, insight, advice, and calm nature have been a steady guiding hand throughout my time as a business owner. I'm so grateful for her company and the way it has helped me run mine.
—
Libby Huffines
Entrepreneur
ABOUT US
Hi, I'm Christi
Owner and Founder of Alpha Omega Consulting, a boutique advisory firm dedicated to helping small businesses thrive. From tax planning and cash forecasting to strategic consulting and QuickBooks Online support, we deliver personalized financial guidance that empowers confident decision-making.
We’re a fully virtual firm serving clients across the U.S., with headquarters in Dallas, TX. Backed by deep experience and smart technology platforms, we tailor every service to fit your unique business—so you get the clarity, compliance, and confidence you deserve.
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