Growing the Business

We will help you grow your business for profitability, success and peace of mind by gaining control and direction in your business financial matters. Please see our Commitments and Pricing Strategy.

Services

We actively assist you in interpreting your periodic reports that monitor key performance indicators that apply to critical areas of your business. Working with you monthly on these, we complete a comprehensive review of your operating plan every quarter.

• Taxes
• Personal tax planning
• Corporate tax planning
• Management
• Year-end tax review
• Budgets and cash flow for profit planning
• Key performance indicators monitoring and analysis
• Monthly or quarterly analysis
• Annual planning sessions
• Attendance at meetings in advisory capacity
• Profit potential calculations
• Executive trend reports
• Interim Controllership
• Financing analysis and re-organization
• Resource management
• Capital assets
• Inventory
• Investments
• Other Assets
• Internal control and accounting systems
• Software setup and training
• Activity based costing
• Limited estimated or independent third party valuations
• Transaction planning for major business transactions or strategy changes such as mergers and acquisitions
• Review of the owner, partner, and incentive compensation packages, to align company and individual goals
• ISO 9000 compliance and auditing
• Developing people development systems,
  • Creating training tracks
  • Career paths
  • Performance evaluations
  • Team Building
  • Leadership
• Research new business opportunities
  • Product lines
  • Acquisitions
  • Expansions
  • Customer Advisory Board (focus group) to determine likes/dislikes and ways that to improve your products or services and encourage them to purchase more.