Management Services

Need someone to review your financial reports with, so you know how to make sense of them? What about the processes and procedures that your accounting department follows? How does your actual performance compare to your budget, and what is causing the differences? Is your cash management optimized to provide the best possible liquidity for your business? What are your areas for improvement?

Our fractional CFO service covers these and many more areas, so that you can get the exact level of expert advice you need to help your business, without the commitment of a full-time hire

When was the last time you sat down with someone you trust and discussed your business? Did that person take the time to analyze your books and your competition to give you an unbiased assessment? A business owner doesn’t have the opportunity to speak freely or get honesty about their firm from subordinates.  As outside consultants, we will provide analysis and offer strategies to reach your goals. 

On average a small business can work with 30 different vendors a year. At times everyone gets caught up managing their firm and forgets that vendors can and will negotiate their rates. Frequently, a firm can put 10% or more to their bottom line by negotiating with these vendors. This service has been utilized by our clients and has reaped high rewards. Having decades of experience in negotiating, we ensure the relationship with your vendors remain strong and financially beneficial to both parties. 

Looking to increase revenue while maintaining current staff? Growth comes in different forms, and we will help assess and deploy the correct strategy for every client. There are multiple business techniques owners can employ to increase profit. Using our extensive business experience, we guide our clients to the growth they are targeting.

A cash crisis can be devastating to a business. If you've ever had to sweat out trying to cover  payroll you know this is important.  Our assessment will allow you to know when, where and how your cash needs will occur. While also empowering you to know what the best sources are for meeting your additional cash needs moving forward. You will then be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors.

The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.

Have you ever been in the situation where you are unsure which department is underperforming financially, and how that affects your overall company wellbeing? Perhaps today is the day you should develop an overall company analysis. You can even decide to have us perform a deeper departmental financial analysis to determine which of your firms’ departments are most efficient and what departments can be adjusted to meet your companies’ financial goals. We offer an overall financial assessment and an in-depth department specific model. Whatever option you choose, it puts the power of efficiency and net profit in your hands. 

Most small to medium sized business owners are so busy running the business that they do not have time to assess where technology can be implemented to earn them money. With labor rates increasing, businesses can many times automate certain functions with the extensive technology available. Contact us today and we would be happy to sit down and determine where your pain points are and what technology is available to remove issues and help you earn more profit.  We will build a custom plan to implement the technology and provide a change management process for your employees to ensure a smooth transition

Are you looking to become a better manager and owner? Are there certain topics you would like to get feedback on from a professional that has similar experiences you’re facing? Do you find your experiencing business moments where you feel like you may need some advice? We have consulted with many clients to assist them in becoming better executives and give them the tools they need to feel more confident in how they guide their firms. Firms invest heavily into hard skills to ensure their employees and themselves are at the top of their industry. Many times, companies tend to look past the soft skills required to run the business. Things such as conflict resolution, process of analysis, employee reviews, key performance indicators (kpi’s) as well as many others. We have several clients who employ us on a weekly basis to keep them and their team sharp. 

Having issues with attracting quality employees?  Are you spending hours reviewing resumes, only to find that once you find someone, they have accepted another position? We have knowledge and partners in the staffing industry that can help provide quality candidates or if you prefer to keep hiring in house we can build you a customized staffing plan, including job descriptions, interview techniques, as well as salary negotiation plans. 

Odds are when you started your firm it was from the ground up. You added employees when necessary and have not looked back. Through the years your culture and more importantly your structure grew organically. Many times, we can assist you in adjusting deficiencies to create a more cohesive and efficient company. Increasing communication and ensuring your employees understand the direction of the firm.  We will assess and report as to how and why you would consider making changes. With proper change management and implementation your bottom line can increase. We have experience in revamping firms and ensuring your employees are valued along the way. 

If your firm has ever been audited, you know the stress and unproductivity that results from a review. If it is the Department of Labor, Department of Homeland Security or even Department of Commerce. They are going to look at your employee files and make sure you are in compliance. Unfortunately, a firm cannot use ignorance as a defense. Regulators will not ignore, if your I9’s and other required documentation are not valid or correct. Our team can assist with this and get your records compliant to the regulations. Fines can be extensive and if you couple these with loss of productivity it can be a large set back to your company. 

All owners will have a need to exit their company, many times this comes not by their choice but natures. Knowing and developing a plan, will ensure that you understand the value of your firm as well as the emotional expectations that will occur with employees and yourself. We develop a customized plan and work with top CPAs to consult with the tax planning required. We provide analysis and a dedicated plan to ensure your financial position is in the best shape possible to maximize your financial exit. This requires a multiyear plan to correctly execute. It is never to early to start this process.