69: From Chaos to Control: Financial and Operational Systems for Serious Consultants

Are you really running your consulting business – or is it quietly running you?
You're landing clients. Revenue’s flowing. It all looks good from the outside.
But under the surface?
No systems. No forecasting. No plan for when things slow down.
That’s not growth. That’s a time bomb.
- You’re committing to new expenses (team, tools, systems)… without knowing if your business can support it
- Your personal and family financial responsibilities are growing alongside the business
- You’re operating without a clear budget, no reliable way to forecast cash flow, and reacting to every slow month like it’s a surprise
Does this sound familiar?
Growing a consulting business without a strong operational and financial foundation is like building a house on sand.
The first wave of growth feels exciting.
The second leaves cracks.
The third? Everything starts to feel unstable.
In the next Consulting Growth Hour, I’ll be joined by Craig Levin, MBA, Founder of 3D Consulting and a seasoned executive who truly gets it.
Craig has led Finance and Operations at both global enterprises and nimble startups, guiding companies through complex growth phases, major cost-saving initiatives, and organizational change. He's known for building resilient businesses that support growth without chaos.
And as a consultant himself, he understands not just the numbers – but the reality of running a consulting business.
We’ll dive into the unsexy but critical stuff:
How to build a business that won’t fall apart when a client pauses, a contractor quits, or your sales dip.
We’ll explore key questions like:
✅ How can consultants prepare financially for seasonal sales dips or slow periods?
✅ What operational systems do you need in place before hiring or scaling delivery?
✅ How should a consultant decide when and how much to reinvest in their business?
If you’re serious about growing a business that supports your life – not one that constantly threatens it

Join the Consulting Growth Hub community for FREE: ⁠⁠⁠⁠https://www.skool.com/b2b-consulting-growth-6639/about⁠⁠⁠⁠

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Interested in adding $100K to 500K in new consulting revenue in 12mos?Check out our website to learn how we can help: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.consultingleap.com/⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow or connect with Faheem Moosa (let me know you listened to the podcast): ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/faheemmoosa/