We prefer to start each on-going engagement with a half-day
or one day strategic planning session with the business owners
and, if they choose, a few of their key management personnel.
We gather a lot of information (financial, general business, team
information, etc.) and we pull together a one day off-site meeting
where together we explore where the business has been, where it
is now, where you want it to go. We look at financial trends,
profit planning and cash flow planning scenarios, and your profit
improvement potential analysis. We look at management, operational
and strategic issues. From this day you gain an immense amount
of clarity on how to take your business to the next level. Action
steps are developed, prioritized and we set up a time line for
implementation. Our involvement continues to assist you with the
A guarantee: We agree to a fee, you will give us a check
up front. We will not cash this check until the end of this session.
You need to be very satisfied with what we have been able to accomplish
during this planning session or we do not cash your check.
These are some
of the finance/accounting/consulting services we can offer you.
accuracy and relevancy of internal accounting information
of accounting records
of accounting records
and support of accounting personnel
system and internal control improvement
compiled financial statements monthly/quarterly/annually.
flow planning and budgeting
Potential Exploration - Profit Target Setting and Monitoring
financial trends, ratios
Performance Indicator (KPI) monitoring
Management Strategy and Analysis
line/key customer margin analyses
growth rate modeling
and acquisition analyses
and maintenance of banking/financing relationships
Management Control Plans
YOU in the Driver's
of Your Business.
enables you to track your business performance in
an easy to understand format of dials and gauges
- just like the dashboard of your car.
Service Training and Loyalty Programs
Advisory Boards and/or Focus Groups
Selection and Acquisition
Plan - HR, Team Building and Retention
Value Proposition Definition
a Mission Statement
and Communicating a Shared Vision
us to learn more about our external part-time CFO/Controller