
Our Services
“Operations & Financial Strategy for Founders, Startups & Growing Businesses”
All services can be delivered remotely, on-site in Orlando/Lake Nona, or via monthly retainer.
30 Day Operational Visibility Reset
Ideal for founders, small businesses, nonprofits, and growing teams that feel busy but do not have clear visibility.
Services include:
• Review current reporting, workflows, and operating structure
• Identify breakdowns across finance, operations, staffing, vendors, and execution
• Build a simple KPI scorecard tied to real performance
• Install a weekly operating cadence with leadership
• Align the team around one version of truth
• Provide a clear 30 day action plan
Fractional COO / CFO Support
- Strategic planning & budgeting
- Forecasting & financial modeling
- Vendor & cost management
- KPI dashboards & reporting packages
- Staff planning & resource optimization
- Board/Investor prep materials
Executive Operating Partner Support
Ideal for founders, owners, and executives who need senior level help but are not ready for a full time COO or CFO.
Services include:
• Weekly executive operating support
• Decision support on finance, staffing, vendors, and operations
• Leadership meeting structure
• KPI and performance review
• Business issue diagnosis
• Accountability follow up
Business Operations System Setup
Ideal for founders and growing teams with unclear processes
- SOP (Standard Operating Procedure) creation
- Team workflows & delegation maps
- Onboarding & training systems
- Process improvement audits
Hospitality & Lifestyle Visual Content
Ideal for hospitality, real estate, lifestyle brands, and local businesses that need better visual content for social media and marketing.
LightEdge offers visual content services designed to make spaces feel inviting, warm, and visually engaging. This service helps businesses show the experience behind the brand, not just the product or location.
Services include:
• Short form video content for TikTok, Instagram Reels, and social media
• Property and space showcase videos
• Property and lifestyle photography
• Visual content for social media marketing
• Content for hotels, short term rentals, restaurants, event spaces, wellness spaces, and lifestyle brands
• Brand and space storytelling through photo and video
This service is best for businesses that want a stronger online presence, better visual appeal, and content that helps customers connect with the space before they visit, book, or inquire.
I would also add this one line under your top intro, because it connects the service without confusing the brand:
LightEdge also supports hospitality and lifestyle brands with visual content services through our creative services line.
Back-Office & Financial Workflow Optimization
Ideal for businesses with manual systems or messy reports
- Chart of accounts cleanup (QuickBooks, Excel)
- Automation of monthly reports
- Expense & revenue tracking systems
- Grant tracking & compliance support
- Monthly close support
Acquisition & Integration Readiness
Ideal for business owners, investors, or growing companies preparing for acquisition, merger, expansion, or post close integration.
Services include:
• Operational readiness review
• Finance and reporting cleanup
• Process and workflow assessment
• Vendor and contract review
• Integration planning support
• Leadership scorecard and cadence setup
• Risk identification before or after close
Grant / Funding Readiness
Ideal for startups applying for SBIR, city grants, or donor funding
- Grant documentation prep
- Operational milestone planning
- Financial projections
- Pitch decks & funder reports
Launch Advisory
Ideal for new business, community organizations, or nonprofits
- Back-office structure setup
- Compliance & audit-readiness
- ERP and billing system selection
- Reporting to boards or leadership teams
- Vendor contracts & budget oversight
Facilities & Operations Support
Practical support for businesses needing oversight of physical or operational resources
- On-site field services
- Facility inspections & vendor coordination
- Routine upkeep & maintenance oversight
- Compliance & safety checks
Outsourcing Services
We manage trusted third-party vendors so you don’t have to
- Finance & accounting outsourcing
- HR & payroll services
- Administrative support
- IT & digital project outsourcing
- Marketing outsourcing (social media, content, campaigns, branding — LightEdge serves as your single point of contact with vendors)
Fleet Purchasing Assistance
- Vehicle selection and procurement strategy
- Vendor negotiation and cost optimization
- Maintenance scheduling & vendor contracts
- Budget oversight for fleet operations
- Ideal for service companies and growing organizations
Vendor & Contract Management
- Third-party vendor management
- Contract review and compliance
- Negotiation and oversight of vendor agreements
- Risk and performance monitoring
Confidential Consulting Retainers
Optional private support for founders, executives, or board members
- Conflict resolution in financial ops
- Independent audit of operations
- Hiring and team structure advising
- Executive coaching on operations and finance decisions
- Discreet and high-trust support
Add-On Options
- QuickBooks setup & cleanup
- Asana work management and project collaboration tool setup.
- 1:1 strategic coaching
- Pitch deck review & enhancement
- Custom spreadsheet tools (e.g., financial models)
Delivery Formats
- One-time project
- Monthly retainer
- 60-day transformation plans
- “Rent a COO/CFO” for 10 hrs/month