Consulting Services

Service	Why?
Finance	Instead of looking backward at historical reporting, look to the future proactively.
Accurate Financial Reporting	Making sure that internal financial statements are structured properly and useful for managerial reporting
Simplified Accounting	Streamlining the accounting process and practices. Simplified and consolidated reports
Company and Department Budgeting	Developing implementing and teaching the use of company/departmental budgets
Maximizing Profitability	Keeping all the money that comes through the front door in sales to the proper level
Expense Reduction	Saving money in all aspects of the business expenses by reducing the cost, using different vendors, or replacing the kind of product purchased
Break Even Utilization	Continually tracking the company break even to use is in different aspects of the business like sales/marketing, compensation/incentive programs and pricing strategies
Debt Reduction or Consolidation	Using different banking options to reduce debt or consolidate to strengthen the company’s balance sheet
Increased Working Captial	Turning paper profit into actual cash-flow along with reducing the tax burden. Proper inventory levels
Obtaining financing and credit lines	Developing bank packages and securing funding
Operations	Productivity and Management
Company Policies and Procedures	Company handbooks and procedures, administrative desk procedures, Safety manuals
Increased Productivity	Labor productivity tracking. Key employee incentives. Benchmarks and standards to go by. Physical layout and workflow. Minimizing the duplication of effort
Ease of Operations	Streamline process and procedures. Proper delegation of responsibilities. Management areas of responsibility with forms of accountability. Menial tasks not pushed upward to the owner
Administration and Office Management	Proper and accurate paperwork flow. Check and balance system for accuracy and to minimize theft/embezzelment
Key Employee Incentives	Excess profit incentives based on efficiency, productivity and accuracy of work. Golden hand cuffs. Employee retention tools
Improved Employee Morale	Increased communication tools, structured policy/procedures that are consistently followed. Create a team atmosphere that makes them feel a part
Employee Management and Communications	Increased communication tools, structured policy/procedures that are consistently followed. Create a team atmosphere that makes them feel a part
Controls	Properly tracking and managing your business.
Inventory Control	Proper inventory tracking, reduce and minimize theft and shrinkage. Proper inventory levels for cash-flow and tax purposes
Profit and Expense Controls	Proper expense tracking, cost accounting, Pricing strategies Margin mix tracking and utilization
Cash-Flow Management	Combining financial reports into a simplified format to be able to know what the current financial position of the company is and be able to more accurately forecast the company’s financial position
Employee Evaluations	Employee written job descriptions and areas of responsibilities. Regular evaluation process and forms
Managerial Reporting	Management reports based on area of responsibility. Productivity and efficiency tools for employees in there are/department
Corporate Formalities	Proper legal documentation on an ongoing basis including loan agreements and retail agreements, corporate minutes
Cost Accounting	Job costing jobs/projects, properly incorporating budgets and flash reports. Utilization of managerial accounting tools
Simplified Reporting Dashboards	Simplified reporting from all departments and aspects of the business to enable the business owner to make informed n=business decisions
Sales and Marketing	Sales and Marketing Support
SWOT Analysis	Analyzing the strengths, weakness, obstacles, and threats to diversifying the business or opening in new markets
Effective Sales and Marketing Plans	Having a written plan for the sales management and sales force. Effective lead generation. Sales compensation strategies
Processes and Procedures	Identifying the proper steps to prospecting, sales management reporting, follow up and client customer service policies
Goals and Quotas	Proper sales quotas for the sales department and the individual sales reps. developing an achievable goal system with rewards/incentives
Sales Management	Customer database management, sales training, pricing strategies
Website or Online Marketing	Website redevelopment. Effective internet marketing. Search engine optimization. Internet marketing campaigns. Lead generation sites
Strategic Planning	Ensuring that today and the future are properly planned.
Proper Corporate Structuring	Why are structured with the current type of entity you have. Are you a candidate for multiple entity structuring. The compliance aspects of your entity structure
Succession Planning	Establishing goals and a tracking system by which to follow progress
Estate Planning	Having a written strategic plan to implement and achieve your goals.
Strategic Tax Planning	Who will take over the business when you retire and how will that take place. What are the benefits of tax planning in that arena?
Estimating and Pricing Strategies	Using the company break even and margin mix comparisons to properly estimate jobs/project and price to be competitive in the market
Personal Asset Protection Strategies	Strategically protecting what you and your family have already earned and assets you have accumulated from law suites and other unfortunate accidents
Corporate Asset Protection Strategies	Properly protecting company assets, not having all your eggs in one basket that can result in a loss of everything the company owns
Positioning your Business for Sale	Value drivers that increase the company’s equity as well as it appeal to a broader scope of potential buyers
Business Valuation	Properly having the company valued by a licensed accredited organization that meets both legal and IRS standards. Properly funding buy/sell agreements. Proper insurance levels. Accurate estate planning