Build Your Foundation for Success

July 17, 2023
Build Your Foundation for Success
OverView's Framing Your Financial Future course introduces basic and advanced business planning and growth strategies for small business owners and their teams. 


  Our interactive training program can help you build your foundation for success.


YOU WILL LEARN HOW TO:
  1. Manage your accounts receivable and collections so you get paid on time. 
  2. Negotiate key contracts to save money long-term.   
  3. Identify your ideal client and create a strategy for building relationships with them.
  4. Develop predictable and sustainable business revenues and plan for growth.


The OverView Consulting trainers have the expertise and experience to help you frame your financial future. Take advantage of virtual, in-person, or hybrid training.


CLICK to Get Help Framing Your Financial Future

 Work with the OverView Marketing Team

Looking for marketing support for your business? OverView Consulting can help you with your website, email marketing, graphic design, social media marketing, and copywriting needs. 

 

Get in touch to meet our expert team. 


Contact Us

Meet Ripple Marketing


Ripple Marketing Solutions captures your client testimonials, product releases, how-to's, and other content in branded videos for you to use on your website and in email and social media marketing to attract employees and add value. Ripple Marketing makes video marketing affordable, easy, and impactful. 

Learn More
quotesArtboard 1 copy 2
"We needed an expert to analyze our expenditures, help us identify needs, and propose solutions. OverView’s solutions satisfy our needs from a service, quality, and cost perspective."

Dick Kennedy, President & CEO

Worcester Area Chamber of Commerce


Click for More
A smiling group of trades men and women each dressed as their profession
December 9, 2025
Did you know that for some companies, worker's compensation coverage represents half of their annual insurance spend? OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage.
November 14, 2025
Do you know on November 1st what your tax liability will be on March 15th? Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments.
2 business dressed women walking up outdoor stairs having a conversation
October 27, 2025
Now launching OverView Bookkeeping & Consulting’s Monthly Budget vs. Actual Reporting Service — a smarter way to manage your money. Identify unnecessary expenses, improve profitability, and gain financial clarity with easy-to-understand monthly insights that help your business stay on track.
Outstretched hand pal side up holding a image that says Save energy
October 14, 2025
Winter 2025/26 is just around the corner — and so are rising utility rates. Now is the time to take control and lock in fixed energy pricing before costs climb higher. And special information for our Rhode Island businesses.
Group of people around a table each putting a hand in the center on gears
August 23, 2025
Virtual Business Management isn’t just about covering for you when you're out of office—it’s about making sure your business runs smoothly, consistently, and profitably every single day.
July 14, 2025
This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come.
June 16, 2025
Trade Winds provides trades-based businesses $58K+ in support—admin, scheduling, bookkeeping & more for less than a full time worker at minimum wage. Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?
Exuberated woman at desk in red flowery dress pumping hands in air in excitement
May 15, 2025
Proactive tax planning is one of the smartest financial strategies a business can invest in. Instead of waiting until tax season for surprises, it means checking your finances throughout the year, finding ways to save, and making smart decisions before it’s too late.
April 11, 2025
Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime? We can walk you through the process and help you save up to 10% on your electric bill.
March 17, 2025
In today’s fast-paced world, businesses require flexibility and expertise to stay competitive. That’s where virtual business management comes in. Learn how OverView's Virtual Business Management team can act as an extension of yours, delivering unmatched support.