Consulting

 

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth. As well as develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management we also provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the many areas in which we provide consulting services:

 

Operations Consulting

  • Expand into new markets

  • Launch new products and services

  • Conduct an activities audit

  • Assist in recruitment of new personnel

 

Strategy Consulting

  • Evaluate and develop your business strategy in the market

  • Identify and respond to competitive threats

  • Attract new customers and increase sales among existing customers

  • Feasibility study for new products, new services, new locations, and more

  • Customer feedback services

 

Organizational Consulting

  • Improve your organizational design and processes

  • Build a customer-focused culture

  • Attract, develop and retain quality people

  • Team feedback services

  • Develop an environment that nurtures innovation and productivity

  • Assistance in entity selection

  • Selection and implementation of software

  • Quickbooks assistance and classes

  • Design key performance indicators to monitor business objectives

 

Finance Consulting

  • Implement financial controls to improve accountability

  • Conduct a valuation of your business or potential acquisition candidates

  • Retirement options

  • Prepare a succession plan

  • Estate, trust & gift planning

  • Improve cash management processes

  • Assess weaknesses in internal controls

 

Consulting (or Interim) Controller/Chief Financial Officer

  • Utilize our firm resources and expertise to effectively manage financial information

  • Ensure that financial reporting is in compliance with Generally Accepted Accounting Principles

  • Prepare other types of reports as needed for external organizations

  • Review, design, and maintain effective internal control processes

  • Assist with transition plan to new Controller or CFO

  • Prepare for audits of the financial statements or other types of reviews/audits as required

  • Prepare periodic reports and present to management or board members

  • Training and coaching current accounting staff

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