Small-Business Advisory — CT & FL

The perspective of a CFO and CTO, without the hire.

You carry the whole company — the money, the technology, the vendors — usually with no one independent to pressure-test the decisions. After 31 years running my own managed-services firm, I'm that second set of expert eyes, in plain language, for a flat monthly fee.

You run everything. Who checks the money and the tech?

Most owners have an accountant for taxes and an IT provider for problems — but no one independent looking across the whole picture and asking whether you're overpaying, exposed, or investing in the right places. That's the seat I fill.

What I do for your business

Four ways I bring clarity and control.

01 — Cost & financial clarity

See and control what you spend

I help you read your numbers and get a grip on software, subscription, and vendor costs — the recurring spend that quietly grows until someone independent questions it.

02 — Technology & MSP accountability

Hold your IT provider accountable

Having been the MSP for 31 years, I know exactly how they price, sell, and bill. I translate the tech, review the contracts, and make sure you're getting what you pay for.

03 — Growth & systems

Invest where it actually matters

Guidance on systems, connectivity, and where to put your next technology dollar so it moves the business forward instead of just adding cost.

04 — A healthier team

People who can do their best work

As a certified wellness coach, I help you build a calmer, healthier team — a genuine edge for people who sit at a desk and a screen all day.

A separate service

Technology & connectivity sourcing.

Beyond advising, I'm an authorized Intelisys sales partner, which lets me source business technology and connectivity for you across a wide range of carriers — often with better pricing and a single point of contact than going direct.

Full transparency: when you source services this way, I may be compensated by the provider. That's a different arrangement from my independent advisory work, where I'm paid only by you — and I'll always tell you which hat I'm wearing.

  • Voice & UCaaSBusiness phone systems, including GoTo Connect — my specialty.
  • Internet, fiber & connectivityBusiness internet, dedicated fiber, and SD-WAN across major carriers.
  • Mobility & cloudMobile service, cloud, and contact-center solutions.
  • CybersecuritySecurity services to protect your systems and data.
How the advisory works

Simple, predictable, flat-fee.

Step 01

A conversation

We talk through where the business is and what's on your mind. No charge, no pressure.

Step 02

A clear scope

I tell you exactly what I'll review and what you'll receive — in writing, before we begin.

Step 03

Ongoing advisory

A flat monthly fee, regular calls, and written summaries you can act on. No hourly meter.

Bring an independent set of eyes to your business.

860-307-6156  ·  rkl@rklcom.com  ·  Serving Connecticut & Florida