Business advisory SERVICES
Making COO/CFO Level Services available to growing privately held organizations
Confidential Relationship structured to meet your needs and budget. Gain access to a CPA, MBA with 40 years of executive leadership as a part-time member of your team and key business advisor. Allowing you to focus on what you do best.
We treat each business as if it were our own - offering innovation, passion, and dedication to the success of you, your team, and your business!
Working with Business Owners to Establish Vision, Direction, Financial Health, and Process Efficiencies
COO/CFO services that help you dive into critical business decisions, cash flow management, staffing, and capital investment ROI to support 1-3-5-10 year growth agenda. At the same time, we will look at processes to improve financial performance and reduce employee frustrations while creating an engaging culture through coaching, training, and mentoring.
Business Advisory services include (not limited to):
Financial performance analysis to identify areas for improvement
Budgeting review or implementation
Profit Improvement Plans and ROI Calculations
Costing and cash flow projections
Accounting system review and recommendations
Banking, Contract, Lease Support
Operations process review and best practices evaluation
Maximizing High Performing Team Collaboration
Project management
Risk Assessment and SWOT Analysis
Technology automation opportunities
Transition to the Future
The goal is to help you grow until you need a full-time resource in this role. When you are ready, we can work with you to select, hire, and train that person to be the leader that will add value to your team.