Consulting Services

Our goal is to help you improve the performance and profitability of your business or organization.  We strive to always deliver our services in a timely, efficient, and effective manner. Your satisfaction is of paramount importance to us.  Some of the services offered include: 

New Company Data File Set-Up

• Accounting softwares are usually easy to use provided it is set up properly!  Ensure that you get started off right and avoid costly problems later! You’ll get a customized data file, created from information you provide about your business, to get you started on the right track!
  • Customized chart of accounts for your type of business
  • One customer and vendor set up with a custom data field (as appropriate) to serve as a guide for setting up others
  • Up to 5 items set up (services, inventory, non-inventory, other charges, or sales tax item) to serve as guides for setting up others.
  • Fee is variable depending on your type of business--call for a quote

BUSINESS PLANNING

Business planning should be an ongoing endeavor for any business because the company and environment are always changing. We can help you with the planning process to ensure that all areas are covered. Business planning should include a thorough analysis of the internal and external factors including:

• Industry analysis
• Competitive analysis
• Political, economic, social, and technology factors (PEST)
• Management
• Operations
• Financial condition
• Marketing

COACHING SERVICES

We can be your partner as you start or grow your business.  Often, entrepreneurs and small business owners understand the operations and running the business, but they discover that they would like to understand the business aspects better (such as understanding the financial statements, dealing with banks, marketing aspects, or other business functions). We can schedule regular ‘business coaching sessions’ to meet your needs.  Then, you always have a trusted advisor (that is already familiar with your business) to call as the need arises.

• Plus, many more consulting services available

Please feel free to contact us if you have any questions about the services or fees.

We look forward to developing a relationship with you and helping your business or organization become more profitable and perform more effectively and efficiently.