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.
Are You Ready to Gain Clarity, Control, & Confidence in Your Financial Health?
Join small business owners who are simplifying their finances, staying compliant, and building audit-ready confidence.
WORDS FROM HAPPY CLIENTS
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I can’t say enough great things about working with Christi and the team at Alpha Omega Consulting & Bookkeeping. Before this, I was working with a CPA who wasn’t providing proactive guidance or really aligning with my business priorities, and it left my S-Corp and LLC structure not fully optimized. Christi took the time to review everything in detail, identify what needed to be fixed, and help put a structure in place that actually aligns with my goals from both an operational and tax standpoint. She also got all of my bookkeeping caught up and cleaned up, which made a huge difference in the accuracy of my financials. She referred me to a tax professional and made sure everything was organized and ready ahead of filing, which made the entire process smooth and stress-free.
The Financial 360 program gave me a much clearer picture of where things stand and how to make better decisions moving forward. Communication was always clear, and the whole process felt structured and efficient. Overall, I feel much more organized and confident in how my business finances are set up and managed. I’d definitely recommend Christi and her team to anyone looking for more than just basic bookkeeping.
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Annamarie J.
Entrepreneur
ABOUT US
Hi, I'm Christi
Alpha Omega Consulting is a boutique advisory firm helping small businesses achieve financial clarity and long-term stability. With services spanning tax planning, bookkeeping, strategic advisory, and QuickBooks Online support, we offer tailored guidance that strengthens your numbers and supports smarter decisions.
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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