The Virtual Assistant & Professional Communications Specialist You Need…
When You Need It
Welcome to Strategic Squirrel Consulting. As a veteran of the RIA space, banking and nonprofit sector I understand the needs of small business owners. When you need professional help on standby without the expense of hiring additional staff, contact Strategic Squirrel Consulting.
Who is Strategic Squirrel Consulting?
Becky Goodman, Founder.
I started SSC because for nine years I worked in the RIA space watching successful advisors struggle with staffing. They were big enough to make a living, but wanted to remain as lean as possible to maximize profits. Because, let’s face it, day to day operations are often doable as a solo practitioner, even with a substantial book of business. But what about when special projects come up? When you need:
Website content refresh
Presentation creation and research
End of year prep
Special projects
Whether you are a financial advisor, a small business or a large business looking for reliable, self-starting help, SSC is ready and available. When you need a thorough, detail-oriented, behind-the-scenes maestro that makes sure things run on time, are done properly and can be depended on when it counts, you need Strategic Squirrel Consulting.
Sherry Bartz, PhD Economics
Bio and picture coming soon!
Tina Mascolino, Masters, Education
Picture and bio coming soon!
Strategic Services
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Bronze
Five hours per week, one month minimum. Must use hours within 90 days.
$600
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Silver
Ten hours per week, one month minimum. Must use hours within 90 days.
$1,000
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Gold
20 hours per week, one month minimum. Must use hours within 90 days.
$1,600
“Founding Strategic Squirrel is a dream come true. To help small businesses grow and succeed, to be part of helping people in a direct and quantifiable way is a great feeling. I can’t wait to see where this adventure goes.”
Contact
Contact
Looking for reliable, quality help without the commitment and expense of a permanent employee? Look no further. Whether you need regular assistance or temporary project help, please reach out. The levels detailed below are a general guide. For financial advisors with a pre-existing relationship, please simply reach out to discuss rates and needs.
Events
December 6, 2023
Becky Goodman is inviting you to a scheduled Zoom meeting.
Topic: Strategic Squirrel Consulting / Becky Goodman / aVirtual Meet & Greet
Time: Dec 6, 2023 01:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://us04web.zoom.us/j/71247974030?pwd=zNaYjYuNHSs07QgS103s5E7TczoLfy.1
Meeting ID: 712 4797 4030
Passcode: 8xCXun