Accountability Partner

Coaching for Mission, Vision & Values

Revitalize Company Meeting Culture to Get Things Done & Make Decisions

Write Business Plan

Training on Any Process or Procedure Created

Set up QuickBooks at inception

Standard Bookkeeping

Accounting and Communication with Tax Preparer

Training in QuickBooks

Problem-Solving (e.g. Inaccurate balances in QuickBooks)

Part-time CFO

Financial Projections (pro formas)

Financial Analysis to find problem areas

Create Financial Manual so you know what to do and when

Industry/Market Analysis

Demographic Research

Marketing Plan

Refine, Define, and Standardize Your Sales Process

Standardize and Document Business Processes and Procedures

Review and Analyze Business Processes, Make Recommendations for Efficiency (e.g. a fresh set of eyes)

Create and Refine Forms

Create Operations Manual

Create Employee Manual

Standardize and Document New Hire Process

Create Employee Review Based on Company Values