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ORGANIZATIONAL Development
Rachel Marie, MBA
Rachel founded The Optimized Office in 2019 to streamline office operations for business owners.
Her experience working in both large and small companies across multiple industries in different stakeholder positions has provided a wide-lens perspective.
Additionally, she has witnessed firsthand the inner workings of over 60 small businesses in previous roles as a Credit Manager, Finance Analyst, and member of a consultant management team. This experience is instrumental in business assessments, but her ability to connect with business owners and their teams to create customized action plans is even more important. It's a collaborative process.
See what she's been working on here. Or, Connect on LinkedIn
business valuations & Strategy
Kristine Kopp, MBA
Kristine has extensive experience in corporate finance and restructuring. During her 20-year tenure with Intel she executed strategy, planning, legal oversight, M&A integration management, and supply chain project management. She is the recipient of numerous awards and recognition for her contributions.
Having focused on large, public corporations during her career, Kristine is now turning her focus to supporting small to mid-sized, privately held companies. Specifically, she helps business owners to develop growth and exit strategies that fit their needs.
Bookkeeping Advisor
Kate Bishop
Kate is an experienced bookkeeper specializing in clean-up projects. She provides accurate books for a clear picture of your finances – not just ready for your annual tax preparation but also for you to make informed decisions about your business in real time all year long. She has extensive experience with a wide variety of industries and entity types.
Kate holds QuickBooks Online Advanced Certification and is a business owner Hawkeye Bookkeeping, LLC.
Leadership & Engagement
Daniel Conner, CPC
Daniel is a certified professional coach specializing in leadership development and workplace engagement. He offers workshops, coaching, mentorship, and assessments that boost emotional intelligence, conscious leadership, and increase productivity and retention.
Daniel also hosts a weekly livestream on Youtube called Game Changer and is the business owner of Conner's Coaching.