Financial Consulting for Small Businesses and Individuals
Providing services across Southeast Michigan and virtually throughout the United States.
My Approach to Financial Wellness
I’m Amy Velthoven, a Financial Consultant and Small Business Strategist with 15+ years of experience in corporate finance and consulting. Based in South Lyon, Michigan, I help small business owners, solopreneurs, and individuals organize their finances, develop budgets, improve financial systems, and make informed financial decisions.
What sets my work apart is how I support the person behind the numbers. By aligning financial insight with your unique goals and needs, I partner with you to streamline your systems, ease stress, and build lasting confidence in your financial direction.
Business Financial Solutions
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One-Time Project
Discovery session to understand your business goals and challenges
Current and historical financial review
Custom expense structure aligned with your business
Baseline budget development
QuickBooks setup and/or organization
Implementation summary with recommendations and next steps
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Ongoing Support
QuickBooks transaction categorization and account reconciliation
Timely maintenance of financial records
Monthly financial reporting
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Growth-Focused, Dynamic Support
Everything in Monthly Financial Management
Evaluation of financial performance, trends, and profitability
Support with financial and operational planning and decision-making
Scheduled monthly financial review meetings
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Flexible Support
Strategic analysis and operational insight to improve performance
Year-end financial summary and CPA-ready reporting
Development of annual budget or financial plan
Financial review and clean-up of historical records
Guidance on financial strategy or process improvements
Data analysis, dashboard creation, or customized reporting
Personal Financial Solutions
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A one-time session to reset and refocus
Review of your current financial situation, concerns, and priorities
Identification of habits, challenges, and areas of uncertainty
Custom financial checklist with 3–5 actionable next steps
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A comprehensive review to create a realistic plan
Review of 6-12 months of income and spending history
Discussion of your current financial goals and upcoming needs
Identification of areas of opportunity and realignment
Development of personalized action plan and realistic budget
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Personalized guidance to build financial confidence
2+ sessions each month to review progress and address challenges
Real-time support of financial decisions
Adjustments to goals and action steps as your circumstances change
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As-needed session to maintain momentum
Review of progress and arising needs
Work through a specific financial question, challenge, or decision
Leave with focused next steps
What You Can Expect
When you partner with Platinum Financial Solutions, you’ll gain:
• Clarity and control through organized, reliable financial systems
• Purpose-driven budgets that align your numbers to your goals
• Personalized, ongoing guidance that keeps you focused, confident, and supported
By blending financial precision with insight into your specific goals and behaviors, every service is uniquely designed to give you tangible results and peace of mind