Our Services
Your situation may warrant starting or finishing at different stages across key areas of focus. We will guide you to the best starting point given your specific set of circumstances and the goals of your organization. You decide how far and wide you would like to go!
Assessments
Cash Management Assessment
If you’re overwhelmed with the state of your financial records or feel uncertain whether the cash in your business is being managed effectively, our cash management assessment is a great place to start. We will review your financial statements and accounting practices and provide valuable recommendations to improve the effectiveness of managing your cash and keeping more of it in your pocket.
Profitability Assessment
If you are unsure of which products, services or customers, produce the best profits in your organization and you want to know where you should be focusing your efforts and resources to maximize profitability, this assessment is for you. We will analyze your products, services and customers and provide you with valuable information to make strategic decisions to increase profits in your organization.
Process Efficiency Assessment
If you are frustrated with inefficient processes, duplication of efforts or gaps in roles and responsibilities within your organization that negatively affect your business processes and efficiency, this assessment will be a dream come true for you and your team! We will assess your business processes from start to finish to identify problem areas then provide recommendations to improve efficiency, collaboration and communication across functions which will ultimately decrease costs in your organization.
Planning
Budget and Forecast Planning
If you are worried about how the products, services and organization that you have created are going to survive and thrive today and continue to succeed in the future, you need a budget and the ability to forecast and monitor your cash. We will help you establish a budget to achieve the goals and objectives of your organization and design tools to monitor and forecast revenue, expenses and cash. Establishing effective budgeting and forecasting tools will help you make timely business decisions.
Strategic Planning
If you are concerned that your organization is not moving in the right direction or that you don’t know how to achieve your goals, our strategic planning session will get your creative energy flowing and bring your ideas together into a tangible plan! We will host a strategic planning session to help you identify the goals of your organization and map out a clear plan to achieve these goals. Creating a strategic plan will provide the direction and structure that you require to make your organizational dreams a reality.
Process Improvement Planning
If you are unsure of how to fix or improve key processes in your organization, we can share our in-depth knowledge of best practices across multiple business processes in areas such as procurement, manufacturing, supply chain and finance. We will design process improvements to increase the efficiency and effectiveness of your business processes. Having seamless processes that work with your organization, not against it, will decrease costs and increase quality, timeliness, morale and profitability.
Execution
Implement Accounting Practices
If you are concerned that you don’t have the resources or are uncertain about the best way to implement the recommendations we have made and the tools we have designed, we can help you! We will educate you and your team on the new practices, processes and tools and explain how they will translate to efficiencies and accuracy in your organization. We will set and communicate clear expectations and timelines to your team to ensure implementation of your new practices, processes and tools is a success.
Operationalize Strategic Goals
If you are unsure of how to roll out your strategic plan or communicate how to operationalize the goals and objectives within the plan, let us do it for you! We will work with the various departments in your organization to put concrete plans in place to achieve the goals set out in the plan and to ensure your team’s activities are aligned with the strategy of your organization.
Influence Operational Changes
If you are overwhelmed with how to effectively implement operational changes in your organization, we can help! We will guide and influence you and your team to adopt new ways of efficiently performing business processes. We will ensure your team has the tools and the ability to implement the change and that they understand the motivation behind the change and why it is necessary for the overall success of the organization.
Review
Financial Reporting
If you are you worried that your review of month-end, quarter-end or year-end financial reporting is not sufficient to identify issues or trends impacting profitability and compliance, we can perform the review for you! We will review your financial reports and statements on a periodic basis to ensure that you are informed of issues requiring your timely attention. You will benefit from the peace of mind knowing your financial reports have been thoroughly reviewed and save headaches at year-end when providing your financial statements for statutory purposes.
Management Reporting
If you don’t currently prepare and review management reporting in your organization, you are missing out on valuable insight into what is driving profitability and efficiency in your organization! If you have management reporting in place, we can review it on a periodic basis to provide you with assurance that you are on track towards your goals or to make recommendations to tweak or improve processes in specific areas. If you haven’t established a management reporting process, we can help you design effective measures that provide insight into your organization. Insight will help you make strategic decisions that align with the goals of your organization and help to identify process efficiency opportunities. Knowledge is power, so ensure that you have access to valuable information that will set your organization up for success!