Our Services

General Consulting

Smartsheet Consulting

Business Consulting services aimed at small to medium sized businesses who are looking for solutions anywhere from small issues to a large overhaul. Examples of this include business operations management, conducting in-depth needs assessments, providing custom data solutions, evaluating operational efficiency, tool optimization, process streamlining, driving organizational efficiency and marketing management. Vertical Strategies does not offer financial consulting, equity advisory, accounting services or any other services in the financial sector.

Vertical Strategies can help you manage your data through Smartsheet by creating a workspace for you or updating how it's currently running. We offer services in Smartsheet such as, but not limited to, management summary dashboards, summative reports, build & manage Grid Data, automation management, etc. We excel in managing equations that help minimize duplicative, tedious work so your data works for you and not the other way around. The Smartsheet platform is expansive and many services within the system can be provided. Please reach out to us if you have questions about whatwe can do for your Smartsheet system.

Graphs on computer
Graph rising vertically
Why Vertical Strategies?
‍
‍
In contemplating originating Vertical Strategies we were faced with a similar question - what sets us apart? The theory of Veridical Development1 (which is where we can credit our name in part) theorizes that in order to develop upward, versus staying in the horizontal, a person must operate in a more complex way of thinking. This way of thinking operates at a higher level of cognitive and emotional sophistication based on a healed nervous system. Those operating in this vertical mindset rise above stressors to effectively navigate them, have shifted their perspective to see failures as opportunities, and operate in the mindset of thriving versus merely surviving. Those operating on the vertical exhibit a high level of emotional intelligence, psychological flexibility and humility. All leaders and individuals are gifted in their own right but those who have scaled the vertical accent and who are most apt to providing direction are those who have risen above their insecurities, limitations and are driven by wholehearted purpose. Most importantly, the theory emphasizes that everyone has the capacity to change their vertical altitude.

I have a gift for truly discerning a situation as a whole, coming up with feasible, often simple, solutions, and have a keen ability to identify patterns and the roots of issues. I have obtained many valuable insights about myself through deep self-evaluations (please ask me about my silent retreat!) and have honed the ability to overcome hard obstacles.

This is what sets Vertical Strategies apart - we help change your perception to one that runs vertically. Some may call me exuberant, but this personality trait allows me to shine my countenance of light where others may only see loss. By doing this, I illuminate overlooked potential and flip the script, making what you once thought to be a defect into a strength.
‍
1https://ryangottfredson.com/blog/2023/09/14/what-is-vertical-development-2/
‍
Still not convinvced? 
I get it. It can be hard to truly know a business by their online presence, and even if they have a satisfactory one, there can still be many concerns. I have a number of solid references I would be happy to provide you with after our initial consult.

Special Mentions

UKG Ready
Vertical Strategies is closely associated with EL-ITE Consulting who are UKG Ready HCM gurus with Strategic Planning, Implementation, Project Management, Support, Payroll, HR & Tax Professional experience.

Accounting Services

In need of accounting services? E-Office Solutions specializes in providing comprehensive payroll and accounting services to meet the demands of small and medium businesses throughout the lower 48 states.  

If you are interested in either of these services, please reach out! I do not provide either of these services but can connect you with these organizations to get you the assistance you need.