WHAT WE DO
WE, AS CFO ADVISORS, HAVE TWO JOBS:
We develop a definition and plan for success together, and then help you achieve it using our proprietary One Clear Path Methodology.
WHO WE SERVE
You would be a Good fit to work with us if you:
- Are a Business Owner of a small to medium – sized business – typically $500k to 10M in revenue.
- Are an expert at your craft – not necessarily an expert at numbers, business, or financials.
- Are experiencing some type of financial pain that you would like to resolve.
Shine Window
Velo Advisory has brought a much needed clarity and direction to our business. Ryan puts together a scoreboard for each meeting that gives us a clear view of how we’re doing. It’s nice to know that nothing is slipping through the cracks and that our numbers have been reviewed by a professional. Ryan is also a great resource to bounce ideas off! He really cares about our success and works to understand our specific line of work. Would highly recommend Velo!
Shine Window
Swan Lake
We highly recommend Ryan Michaelis at Velo Advisory. He is an organized, forward-looking professional that digs into the details. He made sense of our initial asset acquisition and transformed the accounting & finance function from a back-end task to a strategic service driving our understanding of the business’s performance and our decision making. Come month end, our finance review meetings ensure all stakeholders leave in alignment on specific next actions to implement and why.
Swan Lake
Jspace
As the owner of a thriving local business, I had been seeking a reliable and experienced financial advisory service to optimize my financial strategies and drive sustainable growth. Fortunately, I found exactly what I needed with Velo Advisory. Their unwavering commitment to providing exceptional financial guidance and support has been instrumental in propelling my business to new heights.I wholeheartedly recommend them to any local business owner in need of superior financial advisory services.
Jspace
Avocadoshub
I cannot express enough how invaluable the financial advisory services provided by Velo Advisory have been for my entrepreneurial journey. As a startup founder, navigating the complexities of managing finances and planning for growth was a daunting task. However, thanks to the expertise and guidance of this team, I now feel confident and well-prepared to tackle any financial challenge that comes my way. Their responsiveness and commitment to excellence are truly commendable. If you are an entrepreneur seeking top-notch financial advisory services, look no further.
Avocadoshub
Want to learn more?
LET’S WORK TOGETHER
About the Owner
Ryan leverages his background as a finance professional to bridge the gap between large corporations and small businesses. With over a decade of experience in public accounting, advisory, and private practice, Ryan recognized a crucial need: to bring the level of financial planning and analysis typically reserved for large companies to businesses that were lacking such systems and expertise. Founding VELO Advisory with this mission in mind, Ryan is committed to empowering businesses with the tools and insights needed for sustainable growth. His hands-on approach and dedication to client success ensure that businesses receive personalized, transparent financial advisory services tailored to their unique needs. Ryan’s vision is clear: to be the catalyst for positive change in the financial landscape of small to mid-size companies, empowering them to thrive in today’s competitive market. Outside of work Ryan enjoys being active outdoors, playing golf, reading science fiction, and being a dad.
Ryan Michaelis, Owner & Managing Director