We can help with a wide range of business needs including business planning, management and accounting. From day-to-day business needs, to long-term planning and strategy, we help you with identifying opportunies through the closing. Some of the services we source include:
You have goals, and together we can work toward them by developing a path and getting started.
Sometimes you're too close to an issue and you need someone with a different perspective to help you see what you've been staring at differently so you can move forward.
As a seasoned insurance broker, this is my natural inclination. I have helped hundreds of businesses identify and reduce their risk through insurance and other approaches.
There is a lot of information encoded in your financial statements that can help you run your business more efficiently or even help you grow.
It’s important for us to get to know you, your business and your goals. No two businesses are the same, and the same solution won’t work for everyone. We strive to be empathetic, direct, detail oriented and will leave no stone unturned while we work together. Your team will work with ours to find the right strategy to meet your goals or overcome your current challenges. For some areas of business improvement, we’ll handle the implementation ourselves. Other times, we’ll bring in consultants and execution teams to see your customized plan through to the end.
The first phase of any engagement begins with the diagnostic. During this time, we get to know your business, painting a full picture of who you are and where you’re going. Depending on the business, our diagnostic methods may include internal interviews, market research, consulting with other professionals and reviewing internal documents and processes. The specifics of each diagnostic vary, but we’ll discuss the timeframe, process and fees with you before getting started. At the end, we’ll deliver recommendations for next steps, as well as options for ways we could continue to work together.