Business Foundations

 Why is it important to have a vision and mission statement? During this session we will cover the importance of these statements, and we will lead your team through a collaborative brainstorming session. The result will be statements that are true to the beliefs of your organization. 

Do you know what your business is actually worth? Often your business is your largest asset. Many business owners assume their business value is “book value” or a multiple of revenue which may or may not be a reflection of market value.  Let us help you determine what your business might actually be worth.

Setting and executing your company’s strategic direction takes planning and effort.  A strategic plan helps a business set clear goals, make informed decisions, and stay focused on priorities.  We would love to assist you in building your plan with personalized strategy sessions for you and/or your leadership team.  

  Are you finding it difficult to manage your business finances but don’t want to hire a full time controller?  We offer a way to outsource the day to day financial management services of your business which allows you to focus on other aspects.  These services could include: bookkeeping oversight, monthly financial reporting, cash flow monitoring, budgeting and forecasting and payroll services.  We would love to discuss your specific needs and develop a customized solution for your business.

During these sessions we will ask questions to help us gain insight on things your business is doing well, things you should start doing, and things you should stop doing. This may exclude the business owner.