Is your business everything you hoped it would be? Is it as profitable as it could be? How’s the cash flow? Is customer service stellar and operations flowing smoothly? Are your employees engaged and excited to work there? Are YOU excited to work there?
Most owners have only seen the inner workings of one or two businesses… what it really takes to make one run. As a CPA working with many business owners, I have seen hundreds and I use that experience to help a wide range of businesses overcome problems and thrive. Think of us as your non-equity partner, helping you work through whatever obstacles are standing between where you are now and where you want to be.
We are recognized experts in tax and finance, but using that foundation, we go deeper to understand your business and the problems you face, help you ask better questions, and together find solutions in such areas as:
- Profit Improvement
- Annual Business Planning Retreat, Action Plans
- Goal Setting, Progress Monitoring
- Management Consulting
- KPIs – Key Performance Indicators
- SWOT Analysis
- Mission Statement, Vision Statement, Clarity & Alignment
- External CFO Services
- Ownership Changes, Exit Strategy, Succession Planning
- Business Start Ups
- Purchase of a Business, Due Diligence
- Ease of Operations and workflow
- Customer Experience
- Employee Engagement, Human Resources
- Systems Development
- Process Improvement
- Documentation of Policies & Procedures
- Core Differentiators, Branding, Marketing, Promotion
- Tax Planning and Compliance
- Accounting and QuickBooks support
- Special Projects
If your business isn’t where you’d like it to be and you’re open to have a conversation about how we can help you move it forward, contact us to schedule a no-obligation appointment.