As a Trusted Business Advisor we provide strategic guidance to owners of small businesses.
We begin our engagement by meeting with the CEO/owner to gain an overall understanding of the organization’s needs. If applicable, we will then meet with the senior management team. These interactions allow us to formally recommend an initial scope of services. Projects are based on your needs, not our wants. We focus on the specific business issues you tackle on a daily basis. Fees schedules can be arranged to fit your needs and budget. After initial discussions a scope definition is developed and agreed to. The scope is specific measurable, attainable, realistic and timely. Frequent, brief, discussions take place to communicate the project status.
The customized scope of work that a client receives is based our experience working with small businesses. We pull from a wide array of services to meet the specific need of the owner and business. Here a sampling of some of the services we may provide as part of the project.
Staff Supervision & Development
Policies & Procedures
Credit & Collection
Treasury & Cash Management
Banking & Lender Relations
Human Resources & Employee Benefits