Consulting Services

At Smith Marion, our consulting approach is built around one core principle: every organization is unique. We don’t offer one-size-fits-all solutions. Instead, we take the time to understand your operations, challenges, and goals so we can deliver services that are both practical and strategic. Whether you’re looking to improve efficiency, strengthen leadership, enhance accountability, or plan for the future, our client advisory team partners with you to create clear, actionable strategies aligned with your mission and vision. By combining deep expertise with a collaborative approach, we help organizations of all types build stronger systems, make informed decisions, and achieve their long-term objectives with confidence.

For-Profit Small to Mid-Sized Businesses

At Smith Marion, we take the complexity out of growing and managing a business. Our client advisory team understands the unique challenges small to mid-sized companies face as they scale operations, build teams, and adapt to changing markets. We provide customized strategies that streamline processes, enhance financial clarity, and support leadership so businesses can focus on growth with confidence.

Housing Authorities

At Smith Marion, we take the complexity out of managing and leading Housing Authorities. Our client advisory team understands the unique regulatory requirements, governance challenges, and operational demands agencies face every day. From training boards and facilitating crucial conversations to strengthening leadership and building accountability systems, we provide tailored solutions that help Housing Authorities operate efficiently and position themselves for long-term success.

Nonprofits

At Smith Marion, we take the complexity out of nonprofit management. Our client advisory team understands the challenges nonprofits face balancing limited resources, increasing community needs, and heightened accountability. We partner with organizations to strengthen governance, improve operations, and align teams with mission-driven goals, ensuring nonprofits remain sustainable, transparent, and focused on creating meaningful impact.

Strategic Planning

Organization-Wide Alignment

At Smith Marion, our strategic planning process brings clarity and focus across your entire organization. We help leadership teams define vision, set priorities, and align resources, so every department and staff member is working toward the same long-term goals.

Talent Consulting

Department-Level Support

Our talent consulting services are designed to strengthen individual departments. From building competency models to supporting managers with performance feedback, we help teams develop the tools and processes they need to be effective, accountable, and engaged.

Process Improvement

Single Workflow Focus

With a Lean Six Sigma approach, we target one workflow at a time—streamlining steps, reducing waste, and increasing efficiency. Whether it’s maintenance, payroll, or a single administrative process, our process improvement projects deliver immediate, measurable results.

Succession Planning

Individual Role Continuity

Succession planning at Smith Marion focuses on the most critical roles in your organization. We help identify key positions, assess potential successors, and develop action plans to ensure continuity when leadership or staff transitions occur.

Board Retreats

Board Member Support

Our board retreats provide custom training and facilitation tailored to your board. We cover essential topics like governance, financial oversight, and avoiding over-management, equipping commissioners with the knowledge and tools to support the organization effectively.

Incentive Pay

Compensation & Performance Support

We design incentive pay structures that connect compensation directly to performance. Through Balanced Scorecard implementation and customized metrics, we help organizations reward the right outcomes, encourage accountability, and create consistency in measuring success.

Contact Us

Let’s connect to discuss how we can support your business goals and help you navigate your financial journey with confidence.