CONSULTATION AND FACILITATION
 
Accounting Software Solutions We have worked with over 150 businesses, meeting information needs and solving process problems.  We can apply the same listening, project management and financial skills to help you in the following areas:

New business

  • Prepare your business plan, including your projected balance sheet, income statement and cash flow statement.
  • Set up your accounting and transaction flow system.
  • Analyze financial and quantitative results on an ongoing basis.

Existing business

  • Identify areas in need of improvement.
  • Help you and your personnel establish and agree on goals.
  • Help you and your staff determine the steps needed to reach each goal.
  • Establish necessary timelines, responsibilities, resource needs and priorities.
  • Document the planning process and record feedback.
  • Assist in the design and implementation of needed process improvements.
  • Monitor, assist in and report on progress on an ongoing basis.
  • Change the plan when conditions change.

No one knows your business better than you do, but working with an independent, skilled facilitator/consultant can be an important step in reaching your goals.

 

 

"Everyone enjoys brainstorming about possibilities - we help you implement the steps to reach those possibilities."  Kathy Westover, CPA, President, Softspan
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  "I'd rather know some of the questions than all of the answers."  James Thurber, Humorist
 
 
 
   
"Creative thinking may simply mean the realization that there's no particular virtue in doing things the way they have always been done."  Rudolph Flesch, educator
   

"The greatest motivational act one person can do for another is to listen."  Roy Moody

   
  "Even if you're on the right track, you'll get run over if you just sit there."  Will Rogers