Our Services
Strategic Planning
WHAT
Simply put, strategic planning is a roadmap to success. It is the process of determining an organization’s direction, developing strategies and allocating resources to stay the course.
Processes & Systems
WHAT
A process is a group of activities that work together to achieve a common goal and a system is a group of processes that work together to make it function.
Finance Management
WHAT
The process of recording a company's financial transactions and providing reporting, analysis and planning to better manage the financial resources.
Strategic Planning
WHY
Strategic planning is so important in small businesses because resources are particularly limited and the team is often being pulled in so many different directions. The benefits for strategic planning are:
Provides DIRECTION for the business, which help the team to concentrate their efforts on the goals and objectives that have been prioritized.
Creates a PROACTIVE culture which helps businesses anticipate challenges and changes in trends so that they can be addressed before it happens.
Increase EFFICIENCY within the team by setting the expectation of what is required by every team member and creating a culture of accountability.
Results in PROFITABILITY by executing working strategies and sticking with it.
HOW
Our 7 step strategic planning engagements range from four to eight weeks.
Step 1 - Listening Sessions
Step 2 - Environmental Scan
Step 3 - Identify Key Issues
Step 4 - Define Vision and Mission
Step 5 - Develop Goals and Objectives
Step 6 - Monitoring and Evaluation
Step 7 - Develop a Strategic Plan and Road Map
Processes & Systems
WHY
Systems make up the engine of a business and determine how the business runs. Here is why every company should have sound processes and systems:
Creates a foundation for SCALABILITY & GROWTH
COST SAVINGS from efficient use of business resources
Effective systems increase CUSTOMER SATISFACTION
Produce QUALITY results by consistently implementing processes
HOW
Step 1: Identify business activities
Step 2: Document and analyze current process
Step 3: Develop improvement and design new process
Step 4: Implementation and training
Step 5: Monitor and Evaluate
Financial Management
WHY
Money is the most coveted resources in business, and a lack of proper management can quickly lead to serious issues. The importance of financial management are:
ACCURATE and ON TIME reporting for relevant analysis and decision making
Provide a reliable MEASURE of business performance
TAX COMPLIANCE with state, federal and local government
SAVE MONEY by avoiding costly accounting mistakes
ELIMINATE THEFT with best practice internal controls
HOW
Bookkeeping Services
Monthly financial statement reports
Payroll recording and administration
Accounts payables/Accounts receivables
Budgeting, planning & tax compliance
1099 and W2 administration
Accounting Transformation Project
Bring books to current
Review and modify chart of accounts
Create accounting manuals