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! 

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.

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.

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.