The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

Elevate Finances

Company Owner

Utah County

Manage million dollar budgets, manage and administer several grants, grant research and application, budget analysis, accounts receivable, accounts payable, billing

Financial Analyst

Provo City

Crime mapping, crime alert releases, stat collection and analysis, monthly statistical reports, data entry

Crime Analyst

Data entry, check processing, check releases, W-9 processing, journal entries

Accounts Payable

Hi! I’m Dalene - Your Money 💲 Coach, Book 📖 Lover, & Fellow GenXer

Here to help you on your money journey!!

No matter where you’re at:

→ Kids in college
→ Paying off debt/mortgage
→ Saving enough for retirement

OR

All THREE❗️

Do you wonder how you’re going to do it?

Oh, and aging parents on top of all the other concerns and worries that GenXers face

🤔 I asked myself these same questions, several years ago:

◆ How was I going to tackle my mortgage
◆ Provide $ support for college for my child
◆ Finish paying off my college loans
◆ Divert enough to savings for retirement

AND

◆ Be financially set for the future
◆ Retired and happy
◆ Content with life and few money worries


I created my own financial roadmap over 15 years ago and leveraged the money I had to be able to retire in 2022. I paid off over $250,000 in mortgage and personal debt and increased savings from 1% to over 20%. This journey has made me very passionate about personal finances and I want to help others achieve their own financial goals.

GenXers are faced with balancing debt and the need for savings while retirement is looming in the near future. As a generation we will probably never fully quit working, but as we age we know there will definitely have to be some changes.

🤦‍♀️ Past choices may not have been our best, believe me I’ve had my share, but facing our current financial reality and making the decision to move forward NOW is the only way to achieve our future goals and dreams.

If you’re ready, I can help you pull back the curtain on your finances, zero in on your current financial challenges, and create your roadmap to financial freedom. ⤵

Fill out coaching interest form https://forms.gle/A4ydMK4QgTUQGpvi6

or schedule a free Q&A call https://bit.ly/3iUBYsl

Links also found in my featured section 👆 

Let’s connect!!

taplio

The Battle

Rachel Marie

Dalene Higgins

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?