Financial Consulting for Small Businesses and Individuals

Financial Consulting for Small Businesses in Southeast Michigan

Providing services across Southeast Michigan and virtually throughout the United States.

Amy Velthoven providing financial consulting for small business owners.

My Approach to Financial Wellness

I’m Amy Velthoven, a Financial Consultant and Small Business Strategist with 15+ years of experience in corporate finance and consulting. Based in South Lyon, Michigan, I help small business owners, solopreneurs, and individuals organize their finances, develop budgets, improve financial systems, and make informed financial decisions.

What sets my work apart is how I support the person behind the numbers. By aligning financial insight with your unique goals and needs, I partner with you to streamline your systems, ease stress, and build lasting confidence in your financial direction.

Business Financial Solutions

  • One-Time Project

    • Analysis of 1–2 years of history

    • Custom expense categories aligned with your business

    • Budget development for the upcoming year

    • QuickBooks setup and organization

    • Two review sessions

    Outcome: Clean books, clear budget, financial visibility

  • Ongoing Support

    • Monthly QuickBooks management, reconciliations, reporting

    • Budget vs. actual tracking

    • Clear, easy-to-understand financial summary

    Outcome: Accurate books, on-track budget, more time to run your business

  • Add-On

    • Quarterly strategy sessions: cash flow forecasting, pricing, growth planning

    • Owner’s pay planning and sustainability support

    • Tax prep partnership: year-end packages for CPAs

    Outcome: Financial strategy aligned to growth goals

  • Hourly or Project-Based

    • Tailored review and analysis of specific financial concerns

    • Short-term support for budgeting, reporting, or trouble-shooting

    • Guidance on financial strategy or process improvements

    • Data analysis, dashboard creation, or customized reporting

    Outcome: Targeted financial clarity and expert insight

Book a Consultation to Get Started

Personal Financial Solutions

  • One-time, 50-minute session

    • Review of income, expenses, and financial systems

    • Identification of immediate problem areas

    • Custom financial checklist with 3–5 actionable next steps

    • Summary email with practical tools/resources

    Outcome: Clarity on financial blind spots and a focused plan for next steps

  • Biweekly or weekly sessions

    • Education on practical money topics (budgeting, debt payoff, savings, values-based spending, etc.)

    • Review of spending and budget progress

    • Accountability check-ins and ongoing email support

    Outcome: Shift money habits and gain sustainable control of spending

  • As-needed support

    • Targeted 50-minute sessions focused on specific goals or challenges
    • Ideal for life transitions, business changes, or decision-making clarity
    • Review of budget, savings plan, or upcoming financial choices
    • Follow-up summary with recommendations and next steps

    Outcome: Focused, flexible support that brings expert insight when you need it most

Book a Consultation to Get Started

What You Can Expect

When you partner with Platinum Financial Solutions, you’ll gain:

• Clarity and control through organized, reliable financial systems
• Purpose-driven budgets that align your numbers to your goals
• Personalized, ongoing guidance that keeps you focused, confident, and supported

By blending financial precision with insight into your specific goals and behaviors, every service is uniquely designed to give you tangible results and peace of mind

Your Financial Wellness Starts Here

Book a Free 15 Minute Consultation