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On-Site Full Service Business Assessments

How many conferences do you or your team attend that have so many great recommendations and you get so excited to take it back and execute it only to return to a workload that never allows you to really implement the changes you learned about?

We understand this all too well. That’s why we have created a done for you service that will have your team up and running with the most efficient up to date processes and procedures and operating at your highest profitability.

Our team provides a full on-site assessment that consists of a full review of the company operations, financials, processes and procedures, staff, software and systems. We provide a fully executable playbook customized to your company. This will include short term and long-term recommendations for the company. To make it even more efficient, we have a plan that you can select where our team assists in fully executing all recommendations.

KPI

WHAT IS INCLUDED?

  • Assessment of accounting software
  • Review and recommendations for Chart of Accounts changes
  • Review of Financial Statements
  • Recommendations for financial processes that are absent and updates to those currently in operation
  • Cash flow forecast
  • Review of Membership Agreement
  • Analyze team structure for efficiency
  • Provide recommended KPI's and current, 6 month and 1 year targets based on current operations and goals
  • Analysis of operations with staged steps to execute customized recommendations
  • Business growth and scalability
  • Review current expenses to determine waste and efficiency of expenses
  • Review of field service software
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WHAT SETS US APART?

Easy & Simple Onboarding

Centralized Reporting

Real Time Updates

Prioritizing People

LOVE RESULTS? NOT GOOD AT IMPLEMENTING?
WE CAN HELP.