How It Works

STEP 1

Book Your Complimentary Consultation

First, let’s chat to introduce ourselves, see if we are the right fit, gain clarity on your specific needs, and discuss your current organizational challenges.

Schedule Now

STEP 2

Outline & Review a Customized Plan

Next, we’ll build a customized plan that includes scope, timeline, and pricing designed to solve your unique system or operations problems.

Select Your Package

STEP 3

Start Boosting Efficiencies for Business Growth

Finally, the streamlining begins! Our experts welcome you, and we are pleased to announce that we are official partners.

Call Us (858) 414-1532

Our Services

Standard Operating Procedures & Systems

We collaborate with you to develop and implement new Standard Operating Procedures (SOPs) and systems. By strategically modernizing your operations, we enhance efficiency, lessen daily frustration, and free up your team’s valuable time.

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Workspace & Office Organization

Whether you work in a home office or a corporate space, we provide guidance to help you organize your workspace. We help implement necessary shifts in strategy, operations, or technology to ensure you can be your most productive and efficient self.

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Virtual Assistant Services

When your thriving business starts to feel overwhelming, you need reliable help. As your virtual assistant, we provide the extra support necessary to take those crucial tasks off your plate so you can focus on the bigger picture and strategic growth.

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Who We Serve

We specialize in helping small businesses that proactively embrace strategic growth, are forward-thinking, driven to improve operational performance, reduce costs, eliminate frustrating bottlenecks, and desire efficient processes. Our ideal partners are committed to establishing a clear, organized, and scalable operational foundation and are enthusiastic about adopting new technologies and AI solutions.

  • Growth-focused businesses
  • Organizations preparing for a merger, acquisition, or sale
  • Commercial and residential service-based providers
  • HVAC, Plumbing, Electrical
  • Veterinarians, Pet Groomers
  • Logistics & Delivery
  • Pest Control and more
More About Us

What Our Clients Say

“We start a business to help others and find ourselves struggling to take care of all the necessary jobs required and spend less time doing what we love. Lisa Whalen is the lady that simplifies the tedious tasks, gives us an efficient way to maintain the day to day and truly Love our Passion! “

Tom Hall, Jr.

“Lisa will help free up your time so you can work ON you business and not IN your business. Delegating those time consuming every day tasks that must get done to Lisa will ensure you can move on to that next step in a process. ”

Nancy Lynne

“She is great with her clients and educates them along with showing the products and how they can be benefited.”

Mary Miles

“Thank you so much for the wonderful organizing you did for me in my office. My work environment has been greatly improved, literally night and day. Your suggestions and rearranging has made a huge difference! I now walk into my office focused and ready to be productive. Hiring you was the least business investment I have ever made. It is already paying back dividends. I would recommend your services to anyone.”

Anson Cosio – SendoutCards

“I benefited greatly from hiring Lisa and look forward to learning more about how she can help me. She has an excellent knack for organizing clutter, which reduces stress and increases productivity. I would sing her praises even more, but I don’t want to embarrass her. She has an organized mind, and I am pleased to have made it work for me for sure!”

Keith Woolgar - DAC Independent Broker

“From one veteran (Air Force) to another (Navy) goes a heartfelt recommendation for Lisa! She has a unique skill set to help business owners understand the benefits of standard operating procedures for launching or redesigning new business directions. An astute listener who will offer you options to consider without pitching a solution. She’s interested in using her professional and creative processing background to help owners thrive in the marketplace. Reach out to her for your next project, you’ll be glad you did.”

Xavier Napier - Business Marketing Unleashed

“Lisa has a long history of (a) being very organized herself and (b) getting others to live a more organized and peaceful life. Her services apply both to individuals and to companies, and cover both physical and digital organizations. She even helps with QuickBooks and other organizational applications in business. Couple that with her outgoing and radiant personality, and you will be happy you worked with her. ”

Ken Deshaies - Equity Colorado Real Estate

“Lisa has a heart of gold and is dedicated to helping business owners take control of their business instead of letting their business control them. If you need to get your ducks in a row then you need to talk to Lisa.”

Ron Mayo - Starfish

“The services Lisa provides the small business owner allows them to focus on what’s important, creating more revenue for their business. Let Lisa handle the VA assistant, procedure updates, office organization and so much more! Her passion for the small business is genuine and your business will benefit greatly from her services.”

Cheri Muniz - Ascend Financial Wellness Group

Take the Next Step

Getting started with Whalen Consulting & Organizing is simple and quick. Your initial consultation is complimentary, and a pressure-free way to explore your goals, answer your final questions, and map out a clear plan for success. Stop procrastinating and let’s get started.