Products and Services |
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Financial Management Tools |
Cash-flow (proprietary) |
Implement cash-flow spreadsheet designed to project cash inflow and outflow, helping to plan and manage cash |
In-house accounting system |
Provide assistance in identifying and installing right system, training employees to use new systems
Implement needed record keeping systems |
Manual bookkeeping system |
Manual system developed for clients without computers or computer skills. Implement needed record keeping systems |
Developing and controlling budgets |
Assist in developing a budget and process for tracking actual expenses compared to budget |
Financial forecasts |
Using a proprietary financial model, forecast business performance, expansion, planned changes, etc. |
Cost reduction strategies |
Using financial management tools, develop a detailed strategy for managing and reducing costs to reach profitability |
Wealth building |
Educate client about strategy to build assets and wealth while leveraging outside resources |
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Planning Tools |
Strategic Planning |
3 year Proprietary planning with clear action steps to position and assist company in growth |
Operations Planning |
Design necessary processes together with management and staff to ensure efficiency and customer satisfaction |
Marketing Planning |
Identify market and market opportunities and ways to reach those opportunities |
Succession Planning |
Develop plan for business continuation |
Financial Planning |
Comprehensive plan to identify financial needs and goals |
Project Planning |
Developing plans for specialized or one-time projects |
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Loan Packaging Tools |
Determine loan needs |
Develop financial model to determine actual working capital and/or growth capital needs |
Prepare business plan |
Develop detailed business plan that client can use to secure financing, investments and manage business growth |
Prepare financial projections |
Develop projections for use in securing loan and managing day-to-day performance of business |
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Operations Tools |
Customized operations manual |
Outline key business processes for new and existing employees |
Production and control systems |
Internal controls for use by employees and management to solve key production/operation issues |
Inventory management system |
Computerized or manual system for tracking purchases, sales and remaining inventory |
Job tracking system |
Work order process to track individual jobs through manufacturing process |
Policies and procedures |
Customized template to develop employee policies and describe key business processes |
Workforce balancing |
Evaluation of business workflow with recommendations to re-deploy or cut staff |
Streamlining order processing |
Develop systems to track orders from order to delivery |
Work scheduling system |
Develop work flow to effectively move work through processes |
Customer Service |
Training for all employees to provide superior customer service in the context of client business |
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Analysis Tools |
Financial analysis |
Review of historical financials for trends and comparison to industry standards |
Sales opportunities analysis |
Identify new market opportunities |
Competitive analysis |
Evaluation of existing competition and potential competition |
Process analysis |
Determine steps and employees required to complete a process efficiently. Determine employee skills |
Pricing analysis |
Determine highest possible price at which a company can still compete in order to increase its margin and allow it to better pay its employees |
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Training Tools (one-on-one and group) |
Managing financial statements |
Skill building and coaching for business owner, manager or key employee |
Cash-flow management |
Train manager or employee to implement and manage cash using proprietary tool |
Collecting accounts receivable |
Increase cashflow to allow company to more easily meet and/or increase payroll |
Basic computer skills |
Train key employees with basic computer skills |
Various workshop series |
Recommend workshops as needed |
Pricing strategy |
Evaluate direct and indirect structure to determine pricing in market |
Use of internet |
Train clients to utilize internet for market and industry research |
E-Commerce Tool |
Guide clients in identifying affordable e-commerce solutions and content for website |
Strategies to develop new prospects |
Conduct market research to identify new customers, develop strategy with sales team develop strategy from first contact to deal closing |
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Assessment Tools |
Business plan reviews |
Review and feedback on existing business plans |
Assessment of management issues |
In-depth assessment of management capacity and challenges |
Analysis of human resources |
Identify and structure employment positions that company needs to fill to support growth |
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Software Implementation/Training Tools |
Accounting software |
Implementation and training on QuickBooks Pro software and long-term software support |
Email software |
Utilization of HP SmartStart training software to train clients and their employees on effective use of email |
Connecting to the internet |
Utilization of HP SmartStart training software to train clients and their employees on effective use of the internet |
Spreadsheet software |
Utilization of HP SmartStart training software to train clients and their employees |
