Coaching
What is it? Coaching is a conversation that searches for the rhythms, patterns or habits that drive your business life; reading “the label” on your jar that you cannot see because you are IN the jar.
What is the typical outcome? Clarity of where to focus your energy and take action to intentionally create your future.
How it is delivered? Live video conference using Zoom.
What factors affect the cost? Frequency and number of participants.
Financial goal setting
What is it? Financial goal setting is a conversation of how to most wisely use your current resources to best stabilize your business’s finances. It answers questions such as: should we be paying off debt or saving an emergency fund?
What is the typical outcome? The outcome is a written plan with specific, attainable and measurable goals.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Frequency and number of participants.
Determine key performance indicators
What is it? Determining your business’s key performance indicators is a conversation about the quantifiable measurements that drive results in your business.
What is the typical outcome? The outcome is a dashboard so that you can routinely and easily monitor the key performance indicators of your business and make informed business decisions.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Frequency ,number of participants and complexity of business structure.
Budgeting
What is it? Budgeting is how a business ensures that it is spending money intentionally and with a focus on core values and long term goals.
What is the typical outcome? The outcome is an annual budget or project budget that you can compare to your actual numbers to determine if you will meet your anticipated profits.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Frequency, average annual expenses, number of business departments or managers.
Document accounting policies & procedures
What is it? Documenting accounting policies and procedures creates a solid foundation that guides your business in making consistent decisions.
What is the typical outcome? The outcome is a written accounting policy that can be used as a training tool for staff. Implementing it will also enable consistency and reliability of your financial statements.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Complexity of business processes and number of business departments or managers.
Internal control assessment
What is it? An internal control assessment will involve conversations with your managers and employees to map the full cycle of accounting transactions in your business and determine if the tasks are separated to effectively reduce the risks of errors and fraud in your business.
What is the typical outcome? The outcome is a written summary of strengths and weaknesses and advice for specific changes that your business can implement to reduce the risks of errors and fraud.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Complexity of business processes and number of business departments or managers.
Cash flow forecasting
What is it? Forecasting future cash flow determines the sustainability of your business by identifying the flow of money in and out.
What is the typical outcome? The outcome is a customized report to help forecast your capacity to pay current bills or invest in assets.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Frequency and number of transactions, bank accounts, loans and revenue streams.
Historic financial analysis
What is it? A historic financial analysis is a study of your historic financial reports to “see the big picture” and identify trends in your business and industry.
What is the typical outcome? The outcome is an understanding of what drives your financial results and what results you can affect vs what results you cannot affect.
How is it delivered? Live video conference using Zoom.
What factors affect the cost? Frequency and access to reliable historical financial reports.
Current financial analysis
What is it? A personalized video from a CPA, translating your most current financial statements and helping you to hear the story that the numbers are telling.
What is the typical outcome? The outcome is you having information to make timely decisions to affect your business.
How is it delivered? Pre-recorded video conference using Zoom.
What factors affect the cost? Frequency, number of reports and level of customization.