CLAIRE MORGAN -CEO, FOUNDER

Claire has been working in business and finance since 1999. She studied International Business at Berkeley College in New Jersey. When she began her career in Manhattan in 2003, Claire took many continuing educational courses focusing on business development, marketing, and accounting at SUNY College in New York City for Small Business Development.

Coming from a sturdy moral background, Claire believes that hard work and an ethical practice is important in both life and business. This belief is a daily practice at C.M. Consulting in all aspects of the company's operations, and because of this standing, has had the opportunity to work with some of the finest business entrepreneurs of this time. She has engaged in all aspects of start up businesses, as well as well-established ones, and has been the financial rock of many of her clients, handling the finances of their businesses from the time of transaction to the time of recording for tax compliance.

She creates the support her clients need with one on one individualized attention and offers the clear solutions to the many obstacles faced in owning a small business.

The reward?

Bringing each business owner not only to the point where they can see their business clearly and grow it successfully, but also to where they themselves can take better control and make more sound decisions on their own.

This is why her clients come back to her again and again.

JACLYN WALLACH -EXECUTIVE COORDINATOR

Jaclyn has been working with Claire & the C.M. Consulting Team since 2016. She has her undergraduate degree in Human Development from SUNY Binghamton and her Masters in Education from Hofstra University. She also has a background in life coaching, teaching yoga and has a passion for helping others through family history tracing and genealogy work. Putting the puzzle pieces together is her thing. Creating authentic connection is a huge value for her, and loves being able to support C.M. Consulting clients. When Jaclyn isn’t working, she loves to be in nature, take self-development classes, visit old estates, play with her foster fail cat, Rue, and watch sitcoms (“Friends” anyone?).

NANCY ROWLAND- SYSTEMS DEVELOPER & CLIENT RELATIONS

Throughout my career, I oversaw a broad range of operations, including collaborating with business stakeholders and clients, assessing needs, analyzing service outages, envisioning cost-effective initiatives, leading teams and processes, and ensuring client’s seamless experience. An intuitive leader with innate leadership abilities to train staff members and steer team and company in new direction.

Immense exposure to revitalize operational performance with a focus on continual process improvement and value added solutions. Ability to learn and master new skills, techniques, and technology to manage diverse platforms and support operational success. Demonstrating confidence, entrepreneurial motivation, and superior communication skills to propel teams to peak performances.
Following are the highlights of the work I have done:

-Steered business success by acquiring and retaining potential clients, securing new sales opportunities, understanding sales procedures, and completing deliverables in compliance with client’s expectations.
-Built sustainable relationships with key customers by actively following up with clients, providing requested information, addressing concerns, and answering queries over phone, by email, and via zoom / e-meetings.
-Delivered professional support to organization by overseeing day-to-day activities, such as designing client retention strategy, implementing client referral system, analyzing data and providing actionable insights, administering key accounts, improving internal processes, and devising solutions to resolve issues.

Let’s talk!
Your first consultation is complimentary.