Check Out Our Financial and Management Consulting Services
Our company knows that every small business is different from one another. Thus, we offer a variety of business and management consulting solutions that will help you achieve your goals.
The Consulting Solutions We Offer
Financial Analysis and Reporting
We start with the accounting information that you have and convert that data into information that helps you manage your business. We can provide financial projections, financial modeling, what-if scenarios, and more.
We also can prepare monthly or quarterly financial reports for lenders and stakeholders. We will sit in with you on meetings with your lenders and make presentations when the time is right to seek funding for new projects.
Cash-Flow Forecasting
There is no greater fear in small business ownership than not knowing the future when it comes to cash. Cash is king for a reason.
The more informed you are about your firm’s cash position over the next weeks and months, the better you can focus on the operational aspects of achieving your goals. You will sleep better, and so will your lender.
Financial and Operational Dashboards
We know your time is limited, and financial numbers seem to make your eyes glaze over. Allow us to take the financial information we generate and create key operational dashboards that visually communicate these core metrics.
At a glance, you will be able to see sales plotted against your goals, cash balances, forecast, and operational data such as units shipped or service calls completed. All of these within a dashboard screen on your computer, tablet, or phone.
Additional Services and Referrals
We can also provide organizational and management consulting services where our background and experience suit your business needs. As well as partner with other professionals to bring the needed expertise to your business.
Lender Search and Loan Preparation
We will conduct a confidential search of local, regional, and Small Business Administration lenders. Our company will provide them with relevant information on your industry, company size, revenues, and profitability without disclosing any confidential matters.
This will be able to help us gauge their interest and gather current lending preferences and requirements. Once you review the results, we will move forward to identify your firm and solicit proposals.
We will then manage the loan procurement process from start to finish, letting you keep your focus on growing your business.
Software Research and Implementation
Right now, you might have outgrown your current software systems or could achieve many operational efficiencies with new software systems. Fret not because we have worked with many clients on software research, selection, and implementation.
With our hard work, we have achieved impressive results. Let us help navigate that minefield and move the business toward the next step in growth with the right systems and procedures.
Outside Audit/Review Preparation
If you need to get started on annual outside accountant reviews or audits, we can help. We have worked with many accountants and compiled the data that they require to start the process.
We will serve as the conduit between your staff and the accountant if requested. Through this, you will get the results in a quicker and smoother process.
The Consulting Solutions We Offer
Financial Analysis and Reporting
We start with the accounting information that you have and convert that data into information that helps you manage your business. We will be handling the financial projections, financial modeling, what-if scenarios, and more.
We also can prepare monthly or quarterly financial reports for lenders and stakeholders. We will sit in with you on meetings with your lenders and make presentations when the time is right to seek funding for new projects.
Cash-Flow Forecasting
There is no greater fear in small business ownership than not knowing the future when it comes to cash. Cash is king for a reason.
The more informed you are about your firm’s cash position over the next weeks and months, the better you can focus on the operational aspects of achieving your goals. You will sleep better, and so will your lender.
Financial and Operational Dashboards
We know your time is limited, and financial numbers seem to make your eyes glaze over. Allow us to take the financial information we generate and create key operational dashboards that visually communicate these core metrics.
At a glance, you will be able to see sales plotted against your goals, cash balances, forecast, and operational data such as units shipped or service calls completed. All of these within a dashboard screen on your computer, tablet, or phone.
Additional Services and Referrals
We can also provide organizational and management consulting services where our background and experience suit your business needs. As well as partner with other professionals to bring the needed expertise to your business.
Lender Search and Loan Preparation
We will conduct a confidential search of local, regional, and Small Business Administration lenders. Our company will provide them with relevant information on your industry, company size, revenues, and profitability without disclosing any confidential matters.
This will be able to help us gauge their interest and gather current lending preferences and requirements. Once you review the results, we will move forward to identify your firm and solicit proposals.
We will then manage the loan procurement process from start to finish, letting you keep your focus on growing your business.
Software Research and Implementation
Right now, you might have outgrown your current software systems or could achieve many operational efficiencies with new software systems. Fret not because we have worked with many clients on software research, selection, and implementation.
With our hard work, we have achieved impressive results. Let us help navigate that minefield and move the business toward the next step in growth with the right systems and procedures.
Outside Audit/Review Preparation
If you need to get started on annual outside accountant reviews or audits, we can help. We have worked with many accountants and compiled the data that they require to start the process.
We will serve as the conduit between your staff and the accountant if requested. Through this, you will get the results in a quicker and smoother process.
FREQUENTLY ASKED QUESTIONS (FAQ)
We work with our clients in a variety of ways, but here are a few of the questions that we hear most often.