Serving the Mahoning Valley & Western PA since 2009 330-539-1058  ·  feedback@drjimmieflores.com
Evening view from the Birch & Elm Consulting conference room over Youngstown, Ohio
Youngstown, Ohio · Est. 2009

Fewer meetings.
Cleaner handoffs.
Better months.

Birch & Elm Consulting helps owner-led manufacturers, contractors, distributors and clinics in the Mahoning Valley find the money already sitting inside their own operations — in scheduling, purchasing, quoting, staffing and the fifty small handoffs nobody wrote down.

0 years in the Valley
0 engagements delivered
0 clients who hire us twice
0 average client rating
What we're hired for

Four problems, over and over again

Different industries, same complaints. We work on all four at once because in a small company they are never really separate.

Work that stalls between people

Quotes waiting on an approval, jobs waiting on a drawing, invoices waiting on a signature. We map the real path, not the org chart, and cut the waiting.

Numbers nobody trusts

Three spreadsheets, three answers. We agree on definitions, rebuild the reporting, and get every manager reading the same page on Monday morning.

Supervisors promoted, never trained

Your best technician now runs a crew and hates it. We coach the practical part: delegation, feedback, scheduling, and holding a line without drama.

Growth the business can't absorb

Revenue up, margin flat, everyone exhausted. We find the constraint and expand it before you spend on more people or more machines.

How we work

On your floor, not in a slide deck

Every engagement starts the same way: two days on site, walking the work with the people who do it. We time things. We count things. We ask why a step exists, and often nobody knows — which is usually the finding worth the most money.

What you receive is short and specific: a written diagnostic, a ranked list of changes with the effort and payback attached to each, and a schedule for the ones you approve. We stay long enough to see them stick, then we get out of your way.

  • Fixed-fee diagnostics — no open-ended billing
  • One senior consultant on your account, start to finish
  • Written findings within ten business days
  • Every recommendation tied to a dollar figure or an hour count
Read the full method
Consultants reviewing process maps on a plant office wall
Value-stream session with a second-shift team, Trumbull County, 2025
Services

Six engagements that cover most of it

Start with one. Most clients begin with the operations review because it tells you which of the others is actually worth buying.

Operations review

A two-week diagnostic of throughput, staffing, scheduling and cost-to-serve, delivered as a ranked action list.

Process improvement

Mapping, standard work and cycle-time reduction on the one or two flows that carry most of your revenue.

Reporting & dashboards

A single weekly page: sales, backlog, throughput, labor, cash. Built in the tools you already own.

Supervisor development

Six coaching sessions for front-line leaders, run on your site around your shift pattern.

Inventory & purchasing

Reorder points, vendor consolidation and slow-mover cleanup that frees cash without risking a stockout.

Continuity & succession

Documented roles, cross-training and a written plan for the day the owner steps back.

Full service detail & typical fees

Selected results

What changed, in plain numbers

Client names withheld by agreement. Figures are the client's own, measured ninety days after the work closed.

CASE 01 · Metal fabrication, Girard OH

Quote turnaround cut from 9 days to 2

Estimating was one person deep and buried in email. We rebuilt intake, standardized three quote templates and moved approvals to a daily 15-minute pass. Win rate rose 11 points in two quarters.

CASE 02 · Mechanical contractor, Warren OH

$186,000 of idle inventory released

Four years of accumulated stock, no reorder logic. Vendor list consolidated from 31 to 12, min/max set on 400 SKUs, and a monthly cycle count the warehouse lead actually runs.

CASE 03 · Outpatient clinic group, Boardman OH

Patient no-shows down 34%

Scheduling rules rewritten, reminder sequence rebuilt, and front-desk scripts practiced for two weeks. Added roughly nine billable slots a week per location with no new staff.

In their words

Clients we still hear from

“Steve spent two days on our floor before he said a single thing. When he finally did, it was the most accurate description of our company anyone has ever given us.”

— Operations Director, precision machining, Mahoning County

“No binder, no jargon. A one-page list, ordered by what pays back fastest. We did the first four ourselves and called them back for the fifth.”

— Owner, commercial HVAC contractor, Trumbull County

“Our supervisors were drowning. Six sessions later they were running their own shift huddles. That alone paid for the engagement.”

— General Manager, plastics processor, Columbiana County
Downtown street in Youngstown, Ohio
Our clients are within an hour's drive of this street.
Local by design

We answer the phone, and we drive to you

Birch & Elm is a small firm on Little Street in Youngstown. That is deliberate. National consultancies fly in juniors and bill for travel; we are forty minutes from almost every client we serve, which means we can show up on a Tuesday morning when something breaks.

0Typical drive to a client site
0Senior consultant per engagement
0From site visit to written findings
0Long-term retainers required

Meet the firm

Common questions

Before you call

The five things owners ask us first. A longer list lives on the FAQ page.

What does a first engagement usually cost?
Our operations review is a fixed fee based on headcount and number of sites — most single-site companies under 120 employees land between $6,500 and $14,000. You get the number in writing before anything starts, and it does not move.
How much of my team's time will this take?
Two days of floor access, roughly six hours of interviews spread across your managers, and one two-hour readout. We work around your shifts, including second shift when that's where the problem is.
Do you sell software?
No. We have no reseller agreements and take no referral fees. If your existing ERP can do the job, we will show your team how to make it do the job.
How far do you travel?
Routinely within 90 minutes of Youngstown — Mahoning, Trumbull and Columbiana counties, greater Cleveland and Akron, Western Pennsylvania and the northern panhandle of West Virginia. Further by arrangement.
Who actually does the work?
Steve Lee leads every engagement personally, supported by two associate consultants. You will not be handed to someone you have never met.

Let's look at the numbers together

A first conversation costs nothing and takes about thirty minutes. Bring one problem that keeps resurfacing — a late shipment, a bottleneck, a report nobody trusts — and we'll tell you honestly whether we can help and roughly what it would take.