Financial Clarity & Innovative Solutions for Your Business

Expert consulting in budgeting, forecasting, and process improvement, promoting informed decision-making for business growth and success.

Budgeting Solutions

Tailored strategies for effective financial management

Intelligent predictions for informed decision-making

Optimizing your operational efficiency

Forecasting Strategies
Process Improvement

Empowering Your Financial Growth

Pellucid Strategy, LLC is an insightful partner in financial planning and strategy, offering long-term solutions to business owners and executive teams focused on growth and innovation.

With a unique blend of strategic vision, process creation and optimization, and hands-on financial expertise, Pellucid Strategy, LLC offers CFO-level insights without the full-time commitment.

With Pellucid Strategy, LLC, you are not just hiring expertise; you are gaining a partner who is as committed to your success as you are.

pen near black lined paper and eyeglasses
pen near black lined paper and eyeglasses
Budgeting Expertise

Tailored budgeting solutions to enhance financial planning and decision-making for your business success.

people sitting down near table with assorted laptop computers
people sitting down near table with assorted laptop computers
Forecasting Transparency

Customized and data-driven forecasting services to help you anticipate market trends and drive strategic business decisions.

Process Improvement

Optimize resources and time with personalized project management assessments.

person holding ballpoint pen writing on notebook
person holding ballpoint pen writing on notebook
closeup photo of silver iMac
closeup photo of silver iMac

★★★★★

Daphne is able to act as a financial strategist (seeing the big picture, connecting dots and relating to clients on the emotional side of finances), and also as a technician (keen eye on the books, drills down to the nitty gritty.) This is a rare combination.

-Wendy P

Our Core Services