Verte Consulting

Helping businesses grow and succeed since 2005

Accounting firm (show on map)

Operational consulting firm that rebuilds back-office systems for project-based businesses, improving profitability, visibility, and trust in numbers.

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About

Verte Consulting is an operational systems consultancy that helps project-based businesses run with more clarity and control. They specialize in rebuilding the systems behind quoting, delivery, invoicing, and reporting — reducing noise, improving visibility, and helping businesses run with more control. T

heir structured approach includes discovery, design, automation, and optimization phases. They serve architects & engineers, creative agencies, and startups (pre-seed through Series A), with a focus on integrated project accounting, staff utilization modeling, milestone-based invoicing, and margin analysis. Founded in 2005, Verte emphasizes designing operational systems using vetted, modern platforms that support clearer workflows and reliable reporting as the business grows.

Starts with how the business actually runs, not with software

Structured 4-phase System Reset methodology (Discovery → Design → Automate → Optimize)

Vetted, modern platforms with clean UX and reliable APIs

Focus on 5 core workflows rather than overwhelming with dashboards

20+ years of CFO experience (via Kirsten Barrie) advising startups

Reduces admin overhead by 30–50% for agencies

One source of truth across all departments

Services

System Reset

A structured rebuild of operational and financial structure — from quoting and job setup to invoicing, reporting, and profit visibility — for firms that have outgrown their current systems.

Discovery audit of current systems Process mapping against goals and technology Workflow redesign from quoting through delivery Integration of job management and accounting apps Team training and KPI understanding

Agency Operations Setup

Builds integrated back-office systems for creative and digital agencies, covering project accounting, time tracking, milestone invoicing, payroll sync, and margin analysis.

Integrated project accounting (Xero + WorkflowMax) Staff utilization modeling Time tracking systems mapped to roles and billable rates Milestone-based invoicing and WIP reports Payroll and contractor sync with cost center logic Margin analysis at project and client level

A&E Firm Operations

Custom systems for architects and engineering firms covering time tracking, billing, margin modeling, and growth clarity to scale without back-office chaos.

Time tracking systems teams will actually use Automated invoicing from project milestones Capacity/staffing modeling Project-level margin tracking with real-time dashboards Integrated project accounting (Xero + WorkflowMax) Payroll + contractor sync with cost center logic

Startup Financial Advisory

Strategic financial guidance for pre-seed to Series A founders, including financial modeling, investor readiness, and fundraising strategy.

Custom financial model (CAC, LTV, runway, burn, revenue, headcount) Integration setup with Xero, Gusto, Stripe Collaborative onboarding sessions Scenario modeling (base, best/worst case, hiring ramp) Quarterly investor reports (Pro Forma P&L, Balance Sheet, Cash Flow) Pitch deck and metrics review

Credentials & Certifications

In business since 2005

Since 2005

Frequently Asked Questions

What types of businesses does Verte Consulting serve? +

Architects, engineers, contractors, creative/digital agencies, and startups (pre-seed through Series A).

How long does the System Reset engagement take? +

The structured System Reset program spans 4 phases over approximately 6 weeks: Discovery (1 week), Design (1-2 weeks), Automate, and Optimize.

What tools and platforms does Verte use? +

Verte uses vetted, modern platforms including Xero, WorkflowMax, Basecamp (as client portal), and integrates with tools like Gusto, Stripe, and Finmark.

Does Verte just set up software, or do they do more? +

Verte does more than software setup. They start with diagnosis of how the business actually runs, redesign operational and financial structures, and provide training — software is not the starting point.

What outcomes can agencies expect from working with Verte? +

Agencies can expect to know margin by project and client, reduce admin overhead by 30–50%, make hiring decisions with confidence, and bill on time without chasing the team.

Is the Startup Financial Advisory service still active? +

The Finmark product has been taken offline. The Startup Advisory service description reflects what was previously offered; current availability is unclear.

What is Verte's approach to improving business operations? +

Verte focuses on five core workflows: Lead to Client, Proposal to Invoice, Time & Task Management, Reporting & Forecasting, and People & Payroll. They believe in nailing a few core workflows rather than implementing all dashboards at once.

How does Verte help A&E firms with billing? +

Verte automates invoicing directly from project milestones, implements milestone-based invoicing with WIP reports, and eliminates rework from broken billing processes.