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.
Start here

Simple, predictable, flat-fee.

You don't need a defined project before you call. Most owners reach out with a pile of vendor invoices, an IT provider they can't evaluate, or a number that stopped making sense. That's enough to start.

Step 01

A conversation

Thirty minutes, no charge, no pressure. Tell me who you are, what the business does, and what's on your mind. If I'm not the right person, I'll say so on that call.

Step 02

A clear scope

I tell you exactly what I'll review and what you'll receive — in writing, before we begin. You send bills, contracts, or statements only after we've spoken.

Step 03

Ongoing advisory

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

Book a free 30-minute call › Or call 860-307-6156 · Connecticut & Florida

Bring an independent set of eyes to your business.

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