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Lake Oswego Business Plan Consultants

Browse these business plan consultants with great ratings from Thumbtack customers in Lake Oswego.

  • 7 years in business
  • 85 hires on Thumbtack
Caitlin S.
Verified review

I had a free consultation with Scott this week and I feel completely prepared to keep my books and to be able to take advantage of every deduction come tax time! I look forward to working with Collaborative Business Solutions as my business grows.

Combined IQ, Inc.
from 9 reviews
  • 33 years in business
  • 19 hires on Thumbtack
Matthew J.
Verified review

As a small business, we have been through a few business coaches. It's important to find someone that is knowledgeable, patient (with us), and consistent. Mario is all of the above. He is a straight shooter and has consistently pushed our business forward. Mario's advice and follow through would benefit any company looking to make more money & grow.

Staterra Law
from 7 reviews
  • 2 years in business
  • 7 hires on Thumbtack
Elizabeth P.
Verified review

Super fast response, very knowledgeable and on top of exactly what I need. We had a phone consultation before I submitted any payment, and I knew I had chosen the right attorney. I could tell that I was going to get everything done correctly, and all my questions answered. I am getting everything I need to make my photography business contracts finished and ready for clients.

Ann Robins MA Consulting
from 4 reviews
  • 11 years in business
Jeff R.
Verified review

True story... Last year after 23 years in business I called Ann to help me organize my growing company going forward. I was busy beyond control personally as was my company. I told her what my goals and future plans were. She developed a plan specifically for my needs. I can honestly say without a doubt her influence in the way I now do business is immeasurable. I have changed the way I run the company and schedule me time. This year my company will have the controlled / manageable growth I was looking for and I will be taking the time off I need. God bless you Ann! I'm following your outline and it's working perfectly!

  • 3 years in business
  • 3 hires on Thumbtack
Nicole S.
Verified review

Very helpful with start up business organization and payroll

DGS Consulting
from 2 reviews
    Marcy K.
    Verified review

    Sammy is our finance partner. We are a boutique branding agency. Sammy has helped automate systems for efficiency and assists with making the day-to-day easier and more simplified. To support and assist with planning for a longer strategic vision he pulls together digestible matrix's and forecast to ensure we always know what our cash flow situation is in order to make decisions accordingly. The team finds working with Sammy to be an ideal experience. He is very responsive to their needs and they feel his support.

    • 4 years in business
    • 2 hires on Thumbtack
    Martha H.
    Verified review

    Cher came to work for us when our prior book keeper found a new full time position just before the end of the year. We still had all of the end of year reporting to get done and of course file end of year taxes, Payroll reports, etc. She started immediately and her knowledge and experience made completing all of those tasks relatively easy. She was able to learn the basics of our business quickly. Cher is more familiar with QuickBooks online than the desk top version we use. We were unwilling to change at this time so she had to come to our office. As in all other things she was very willing to accommodate us. Cher is flexible and organized but also takes ownership of getting the job done correctly and on time. I am very happy with her work and pleased to recommend her to new clients.

    All Fantastic
    from 1 review
    • 8 years in business
    • 1 hire on Thumbtack
    Michelle V.
    Verified review

    Jon Toorock, the owner and founder of All Fantastic, made my dreams come true! I came to him with a vague idea based on how I wanted the website to feel and he nailed it! He is a wealth of knowledge and even helped with my business plan. He has become my go-to person and I can't recommend him enough. Michelle D. van Hees The Brahmin Group

    Barry C.
    Verified review

    One of the most overused words in business is “results.” Many companies and entrepreneurs promise amazing results for their customers and clients, but few deliver. Renee Wilbur is an exception. I’ve gotten to know Renee professionally over the past two and half years, working with her on ReciProty and helping her develop other business ventures. She is smart, confident, has an insatiable thirst for knowledge, communicates and listens well, and is a quick-decision maker. An ideal combination in today’s competitive environment. Most importantly, she achieves results far beyond what people expect. If you read her numerous testimonials, you’ll quickly see that Renee excels at business coaching, sales training and event planning, to name her three areas of expertise. She is able to bring an uncanny sense of what is needed right away. And she has the resources and connections to get things done. Honestly, I don’t think there’s anything Renee can’t do. Plus, she has a wellspring of passion, energy and determination to accomplish just about anything. Hire her to produce immediate results for your business that your competitors will envy.


    We will provide you with competent, professional and timely services of value. We do tax assistance and filing services for corporations, partnerships, sole proprietorships, limited liability entities, not-for-profit organizations, payroll and estate taxes. We also offer fully computerized individual income tax preparation and electronic filing services. We do accounting, computer and business advisory services too. Please go to our website for a complete listing of the firm’s services.


    We are a full-service marketing and business development firm servicing California, Oregon, and Washington. Our main objective is to help our clients select and focus on profitable market opportunities and effectively get their message out to their prospective customers. These objectives will help them determine which new business opportunities are most likely to grow their business in the future. Our services also include web design and web redevelopment, visual design, content marketing, rich media, custom photography, blog posts and creative writing. We use a proven methodology that will provide the following benefits: * Increase revenue by selecting target markets with maximum return * Position your company competitively for success * Maximize return on your sales expenses and improve product success rates

    • 26 years in business

    I work to get the client what they need and do not "string them along" for additional work like so many others do. I'm in, I get the job done, and then I leave.


    I thrive on strategy and live for small business success. Small business marketing consultant, Kenda Morrison, serves Portland, Oregon and nationwide. I get it; you are in business to make money. It’s all about your bottom line. You are here at Point A, but need to get to Point B and then C and so on, but how? Your business isn’t ready to support a professional marketing staff, yet you need them to help you propel your business forward and to greater success. This is where I come in. - Generate New Leads - Qualify and Segment Leads - Nurture and Engage Leads - Rapidly Increase Sales - Nurture Customers - Upsell Current Customers - Cross Sell Customer Base - Build Powerful Referrals Are you stuck in a small business rut and feel a bit crazy? I can help marketing consultants and can assist with marketing plan development, marketing implementation and execution, and marketing plan management.


    Hi. I am a highly skilled marketing and Internet business consultant, with over 27 years of multichannel, direct response marketing experience. I offer practical help and expertise for your Internet business... from a single marketing campaign, to your entire online business strategy. Email marketing, website development, SEO, paid advertising, social media, lead generation, ecommerce, split testing, you name it. I can help you find smart ways to increase your customer engagement, drive sales and signups, and increase your online profitability. I've worked on thousands of projects locally and around the world for clients as diverse as multinational companies to single person startups. I can do it for you or show you how to do it yourself. Lots of testimonials are available. Here are my client testimonials: "I have found David's knowledge and experience unmatched in the industry. Without David's expertise and guidance for the past 7 years, we would not be nearly as successful as we are." - Myles Norin, CEO, Agora, Inc. "David Cross - fan-damn-tastic. His genius singlehandedly help us to raise readership and profits by 40% - and fast too! Simply one of the best." - Mike Ward, Publisher, Money Map Press "David is a superb marketer who never loses touch with the underlying strategies that make any marketing effective, regardless of the marketing medium." - John Hines, Entrepreneur, Sandy Spring, MD "As the CEO of a major publishing and Internet marketing company, the up-to-the-minute marketing techniques I've learned from David over the years factor in to almost every decision I make. In fact, his advice has played a major role in hundreds of thousands, if not millions, of dollars in sales in this year alone. "He knows not only what's working today... but what's going to work tomorrow. And that pioneering, "never resting on his laurels" attitude gives me and my company the edge I'm looking for. "But the great part is, as an advisor to my company, he also takes time to break down his "expert-level" marketing tactics when mentoring my employees. I've seen the results in the past several months as my team markets smarter and faster... and, most importantly, brings in more revenue." - MaryEllen Tribby, CEO and Executive Publisher, Early To Rise "You have been consistently generous to our side in the number of hours you have billed compared to other contractors...they always seem low to me vs what we are getting from you." - Steve Thorne, CEO, National Marketing Resources "David Cross has been instrumental in driving the Internet marketing of my new business. His important and meaningful suggestions significantly and positively impact the success of my business." - Dr. Lori Gibson, Veterinarian, Portland, OR "David's support has been invaluable as I have built my web presence over the years. He is highly responsive and combines impressive technical ability with stringent cost-awareness and a common-sense approach to what works best online." - Simon Wright, Organic Food Consultant, Former Chair, Soil Association (UK) "Ask David Cross!" I can't even count the number of times I've said that phrase in the past 10 years. Any time we needed to figure out a better way to do something, how to get more traffic, why something wasn't working (and what to do to fix it!), or had a new idea we wanted to test and wanted to make sure we did it right the first time, my response was always the same: "Ask David Cross." And it's always been the right way to go. It's very hard to find someone who understands hardware, software and actual human beings at the same time. His knowledge is unparalleled, his natural instincts and insights are invaluable, and his creativity is a breath of fresh air, especially in an industry overloaded with people who think about technology but not about customers. David is a valuable resource for anyone doing business in today's sophisticated Internet world." - Jenny Thompson, CEO, Health Subsidiaries, Agora Inc. "David has shown us new ways to bring-in real-time cost data from our paid search campaigns. This creates powerful new reporting for our customer acquisition efforts." - Jason Pell, VP Technology, Agora Inc. "We have always been impressed by David's creativity, and his ability to find multiple marketing approaches. He is an excellent copywriter, always displaying great sensitivity to customer needs, and has helped us greatly with our segmented marketing. "He is always up to date with the latest developments in the industry, and I would have no hesitation in recommending him as a powerful addition to any marketing team." - Jonathan Hinde, Managing Director, Oshadhi UK Limited "David's help has been invaluable in allowing us achieve our online marketing goals. His advice is always practical and it's based on what works in the real-world. He doesn't waste your time with theory... just proven real-world solutions." - Jackie Flynn, Marketing Director, International Living Get in touch for a no-obligation quote. Thank you David

    • 5 years in business

    I strive to assist my clients in finding the correct path for their life by working from the inside out. By determining a client's passions and analyzing the strengths and weaknesses of their identity, I can better assist them in achieving a vision for their future that they want and are capable of achieving.

    • 35 years in business

    I have over 30 years of experience dealing mainly with environmental issues and as a construction and business development consultant. Most of my activity has been in direct coordination and collaboration with the public and private sectors. I have assisted Fortune 500 companies in preparing for future implementation of regulatory environmental, state and federal requirements in areas of health/safety and cradle-to-grave disposal of hazardous waste and how that will impact ROI. I have worked with state and federal regulatory agencies regarding ongoing and historical site environmental soil and groundwater issues, negotiated best long-term and cost-effective solutions for the clients. As a Business Development Consultant, I have assisted U.S. companies to maximize business opportunities in Mexico and South America. I advise clients how to better understand and deal with cultural differences when conducting business. I have developed long-term personal relationships in the U.S. and foreign countries to promote business opportunities. I have demonstrated the necessary interpersonal skills to facilitate communications, coordination and cooperation in a demanding environment. As an Environmental Engineer, I provide technical advisory support to the chemical and hydrocarbon industry in the development of wastewater pretreatment facilities to improve process plant environmental conditions, including training of process technicians. I introduced cost-saving pretreatment best available technology (BAT) by the use of a carbon (pressure absorbers) absorption system and the use of bioremediation for on-site neutralization of wastewater streams before the release to the city sewer or waterway. I'm a dedicated, responsible and reliable individual with the capacity to efficiently work completely independent and as a team member with capacity to get along with people. I have very high ethical and professional standards and values which allow me to exercise my own critical judgment and interchange of information, knowledge and ideas with clients, associates, and employees. I am people oriented and project driven. Partial list of clients include the following: * Hyundai Semiconductor U.S.A. * Intel * BOC Edwards * CH2Mill * Air Liquide * Rhone Poulenc * U.S. Bancorp * Fred Meyers * Payless now (Rite Aid) * Multnomah County Portland, Oregon * City of Portland * Oregon Air National Guard * City of San Francisco


    Professional coaching brings fresh perspectives on personal challenges, enhanced decision-making skills, increased interpersonal effectiveness and confidence. As a leader, there is a need to focus on organizational culture because it is closely tied to your ability to sustain success for the long haul. Professional coaching maximizes potential and therefore, unlocks and builds the self-confidence of employees to face challenges which is critical in meeting organizational demands. Enhanced thinking and decision-making skills as well as interpersonal effectiveness are a few of the benefits gained from a coaching partnership. Ultimately, the success or failure of a business can come down to the people. It is important to have talented and motivated people driving your business forward. Nothing you do is more important than hiring and developing talent within your organization. The ROI is measurable.


    I work with small businesses, healthcare systems, non-profits, and start-ups to create a clear focus for success. Services include effective strategic planning, market planning, business planning, meeting facilitation, leadership coaching, and development.


    I have over 20 years experience as an executive. I have extensive experience in accounting (budgeting, expense control), business development, and excellent problem solving skills.

    • 12 years in business

    My experience with small and large companies gives me a unique perspective when helping customers. I have seen and done things which I enjoy sharing with new customers.


    I provide business evaluation on all aspects of operations. I am experienced in the food service industry for 35 plus years, from fine dining to the business and corporate segment. I have been a GM and became executive chef. I was a traveling corporate chef who went in and fixed the issues and problems and made the business profitable. I turned around corporate accounts such as Chrysler Auto Stamping Plant, Lucas Aerospace, and National City Bank and took them from losing money to making money.

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