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Management Consulting & Business Development Programs

SMALL BUSINESS MENTORING

This program is designed for smaller businesses and provides the resources to run a small business effectively.  This program includes:

  1. Goal setting session to define the needs and direction for your business.
  2. Bi-annual meetings to assess progress and establish action plans, which include benchmarking and key performance indicator analysis.
  3. Reactive Support
  4. How to improve your profits manual
  5. Access to the Business Getting Results resources, with topics designed to  enhance your business processes and profitability. 

BUSINESS COACHING

This program is designed for the established small to medium sized business that is looking for ways to enhance their business operations and provides the information necessary to run your business by the numbers. Beyond the budgeting process, we proactively help you interpret your periodic reports. This program includes:

  1. Half day planning session
  2. Quarterly meetings to assess progress and establish action plans, which include benchmarking and key performance indicator analysis.
  3. Proactive Support
  4. The Towards Awesome Service and Phone Right programs designed to enhance your customer service and customer delight.
  5. What-if analysis during the year for any changes you are considering
  6. How to improve your profits manual
  7. Year end valuation analysis
  8. Access to the Business Getting Results resources with topics designed to enhance your business processes and profitability. 

BUSINESS DEVELOPMENT SERVICES

The business development program is designed to take your business to new heights. This program is for owners looking to move their business to the next level, make an improvement in their profits and operations and/or looking for systems to reduce the demands placed upon the owners.

The specific focus of this program is to help discover the unexploited potential that lies within your business. The goal being to help your business become more profitable and therefore more valuable over time.

Business development involves many non-accounting aspects of your business. This includes team training, market positioning, the development of customer service strategies, and many other programs. You can choose one service that meets a particular need, a group of services, or the entire package. The service options include:

  1. Business Developer™ planning session.
  2. Monthly meetings to assess progress and establish action plans.
  3. Monthly benchmarking and KPI analysis.
  4. Proactive support
  5. Client advisory board - In depth meeting with your select customers to uncover hidden potential
  6. Team advisory board – Meeting with your team conducted by the Firm to discover the additional value they can add to your business
  7. Awesome service – Program to enhance your teams awareness of the business and expand their contributions
  8. Effective financial management – Management accounting seminar to provide a good framework for accounting and cash flow information
  9. Access to the Business Getting Results resources with topics designed to enhance your business processes and profitability. 
  10. Monthly Key Performance Indicator reports – Critical company operating information
  11. Phone Right program
  12. Year end valuation analysis
  13. How to improve your profits manual
  14. Unlimited consultations with the Firm
    15.

Contact us for a complementary meeting to discuss the opportunities available for your business at (704) 544-7600 today.

 
 


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