Office Management Consulting Services (OMCS) founder Kathy Berg has a wealth of knowledge in managing business policies and procedures as well as being a certified QuickBooks ProAdvisor. This expertise lends itself to her role as a consultant to small businesses who may just need assistance in setting up this turn-key accounting software or those looking for day-to-day bookkeeping services.

In addition, Kathy works with a number of collaborative partners who bring their own skills and expertise to the table. They include:

William Owens, CPAWilliam Owens, CPA has been a practicing tax professional and accountant for more than 15 years, gaining extensive experience in both public and corporate accounting. In addition to holding CPA licenses in Massachusetts and Indiana, he is licensed to practice before the an Enrolled Agent and achieved the Chartered Global Management Accountant designation issued by the AICPA. He earned a Masters in taxation from Long Island University and an M.B.A. from Bryant College.

Owens advises small business and individuals with respect to the tax complexities they face, including retirement issues, family office, and elder care issues.

For more information contact him at 317-430-7744.


Aflac - Georgia NovakGeorgia Novak is an Aflac Associate providing individuals with specialty insurance including short-term disability, dental/vision and critical care insurance. Having lost her spouse to cancer at the young age of 29, Georgia is acutely aware of both the myths and realities of the voluntary insurance market.

Contact her at 317.504.6763 or email her at



Knight Insurance Agency of IndianaKnight Insurance Agency of Indiana is an independent insurance company.  Owned and operated by James Knight, Knight Insurance Agency makes the choice for insurance that much easier as independent agents offering the kind of personal service and competitive insurance you deserve.

Contact him at 317-319-9099 or email him at

They offer the following types of insurance:

  • Homeowners Insurance
  • Dwelling Insurance
  • Condo Insurance
  • Renters Insurance
  • Valuable Articles Insurance
  • Automobile Insurance
  • Motorcycle Insurance
  • Watercraft Insurance
  • Commercial Property Insurance
  • Commercial Liability Insurance
  • Workers Compensation Insurance


Biz Success FactoryJames Patton is the Chief Executive Officer of the Business Success Factory. The Factory’s mission is to help business owners map and manufacture results that they’ve always known they had the potential to achieve. Jim’s coaching work connects entrepreneurs to the realities of relationships and revenue.

As a CERTIFIED GO-GIVER COACH, Patton understands human performance potential from the standpoint of multiple perspectives. Trained by networking guru Bob Burg, Patton shares insights on how each individual business professional can take business relationships to more profitable levels by focusing on the needs of others.  Patton graduated from the Coaches Training Institute and is a member of the the International Coach Federation.


Karen JacobsKaren Jacobs is an entrepreneur on a mission to tailor communications services like phones, Internet and technical support services from big business to your specific needs. Karen’s proven techniques and dedication to keeping up with the constant changes in technology enables her to discover the best fit for your business.  Contact her at 317-557-0364 or email her at




Chris McEvoyChris McEvoy founded Wingspan Thinking to assist entrepreneurs grow their businesses and reach their potential.  McEvoy uses automation, processes and intellectual property in a proprietary tool, Wingspan Innovative Architect to assist companies grow three-, five-, even 10-times their original size.  McEvoy’s entrepreneurial history — founding a successful software firm — makes him well-suited to provide valuable insight for other business leaders.   Contact him at 317-372-7815 or email him at