Management & Consulting

Our Management and Consulting rates vary depending on the services provided. There is no fee for a consultation.
Management and Consulting services may include:

Controller Review
The role of a financial controller is to plan, coordinate and manage the financial activities of a business as well as plan and execute strategies for the organization to earn more profits. We can review your company’s financial performance and current practices and advise in areas such as lowering operating costs, increasing revenues, and making better financial decisions.

Internal Control Procedures
Employee theft is a scary topic, but the reality is, it happens. To a small business, lack of internal controls can be detrimental. We can review your current internal controls or help you establish new procedures that will help minimize these incidents.

Budget Preparation & Analysis
During preparation of your annual operating budget, we will review operating expenses to determine potential savings opportunities and help you design a plan that will optimize your finances. Budget forecasting can be done at monthly or quarterly intervals to compare and analyze actual results and variances.

Cash Forecasting & Analysis
Profitable businesses can fail, if they run out of cash. The cycle of cash inflows and outflows determine a company’s solvency. Examining the components of your business that affect cash flow, such as accounts receivable, inventory, accounts payable, and credit terms can help identify cash flow problems and find ways to improve your cash flow.

Strategic Audit
A strategic audit helps small-business owners assess whether internal processes move the needle toward their strategic goals. Based on audit results, management adjusts operations to maximize progress toward the goals. This process should not be confused with a financial audit performed by a CPA. A strategic audit analyzes resources, the value chain, core competencies, performance, and the strengths and weaknesses of your business.

SWOT Analysis
SWOT Analysis is a method to analyze a business, it’s resources, and it’s environment. This analysis identifies Strengths, Weaknesses, Opportunities, and Threats of your business. This is just one small piece of a strategic audit, but on it’s own, can help a business owner identify what your business does better than your competition, what your competition does better, whether or not a business is making the most of its available opportunities and how a business should change in response to the external environment.