If a number won’t change what you do, you don’t need to track it.

Less data. More action.

Tell me what you’re trying to figure out. I’ll get it down to the core question, find the simplest numbers that answer it, and set up a quick way to check in, using only numbers you’d actually act on.

Schedule a Pulse Check
What If Exploration

Get Started

Pulse Check — $575
Let’s see what your numbers are actually saying.
Something feels funny, the reports look like abstract art, or you’ve got the basics down and you’re ready for the next level. Bring 3 questions.

What-If — $1,200
What it is, and what it could be.
You’re ready to make a move and want to know it’s the right direction. We’ll build a model around your real numbers and play the what-if game together.

Want me around all year?

For the right fit, I take on a few ongoing clients: monthly reconciliation plus quarterly reviews and analysis. Start with a Pulse Check, and if we click, we’ll talk.

  • "“What I like about what you do is you know what the right reports are to run. At a business level, you know what’s relevant data.”

    — Operations manager, landscape architecture firm, Boston

  • "I was just on the phone with E- and we were talking about how you are just the BEST. You are so direct and good at what you do!"

    Professional Services client, Washington D.C

  • “Everything you’ve said is spot on. I know it all, but I don’t know how to talk about it. This is so great.”

    Principal, landscape architecture firm, Boston

  • “There’s many things I’m good at, but software and computers aren't in the mix— which is why I have you.”

    Owner, cannabis retail business

  • “I’ve had that stress for so long. Thank you. Life change.”

    Dog professional, Boston

How I work

First, I want to know you, not just the business but your whole situation. Are you trying to make a bazillion dollars, or do you want to be able to go for a walk when it’s sunny out? Where’s the stress? What are you excited about? What would “this is working” even look like for you?

Then I play around in your data and make sure it isn’t lying to you before we start interpreting it.

Who I love working with

Owners who want their business to work for their life, not the other way around- architects, creatives, dog professionals, good community citizens. They trust my take, but they’ll also tell me “nope, that’s not for us,” and then we brainstorm until we land on what is. They’re flexible, they pivot when something isn’t working, and they’re always aiming for a little better.

Meet Carissa

Like many of my clients, I ventured into entrepreneurship because I march to the beat of my own drum. I value the freedom to choose where I invest my time and energy—whether it’s choosing clients whose values and missions are aligned with my own, working from the road, or taking midday runs with my dogs.

I believe small businesses and nonprofits deserve that same freedom—the freedom to focus on their work, their teams, and their impact, without getting bogged down by financial uncertainty, operational bottlenecks, or confusing data.

That’s why I founded Consulting by Numbers. My mission is to help you build clarity and confidence in your business decisions—using data, systems, and strategy as your guide. Whether you need to streamline your finances, assess your team’s capacity, refine your sales approach, or align your nonprofit’s funding strategy with its mission, I’m here to help you move forward with purpose and ease.

While finance and operations are at the heart of what I do, I know that growth requires more. That’s why I’ve curated a trusted network of expert collaborators in marketing, grant writing, nonprofit strategy, and sales development—allowing us to offer a full suite of consulting services tailored to your organization’s unique needs.

My approach is grounded in both expertise and collaboration. I hold a Bachelor of Arts in Mathematics from Boston College, a teaching certification from Bridgewater State University, and bring hands-on experience across accounting, operations, sales, program direction, and education. This blend allows me to translate complex data into practical solutions, while empowering you and your team to build systems that last.

Let’s work together to transform your numbers into meaningful insights—so you can spend less time worrying and more time growing the business (and life) you love.

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Here’s the process….

  • We value the uniqueness of your business. Our meticulous approach involves understanding every aspect of your company's operations. Each decision we make is designed to support your work, align with your vision, and ultimately enhance your experience, making your life easier.

  • Accounting systems can be quite perplexing. You may find yourself uncertain about their effectiveness. Allow me to provide a new perspective, examining areas for enhancement and identifying the necessary actions to streamline operations, giving you more time and ensuring smooth progress moving forward.

  • I employ a personalized approach in assisting my clients with their financial requirements. My aim is to develop a transparent and custom-tailored proposal that lays the foundation for our partnership with clarity and confidence. By doing so, we can embark on a mutually beneficial journey together.

Get in touch

(860)662-0571 |carissa@consultingbynumbers.com