Startup and Emerging Company Support
- Financial discipline and controls that really work
- Business plan creation and update
- Appropriate procedures and processes
- New business or product modeling
- Business metric development
Business Modeling, Forecasting, Metrics, and Analysis
- Business plan financial projections and forecasting
- Budgets and tactical operations estimates
- Financial model creation and sensitivity analysis
- Business/product modeling and analysis
Profit Improvement Planning and Restructuring
- Cost analysis and reorganization support
- Expense reduction programs
- Vendor analysis and negotiations
- Outsourcing analysis, planning, and implementation
- Alternative scenario modeling and sensitivity analysis
CFO Advisory Services
- Preparing for and leading fundraising efforts
- Maximizing cash flow for the short and long term by using hands-on management and forecasting tools
- Organizing management and leading growth initiatives
- Researching and implementing financial benchmarks from the client’s industry
- Capital planning
ERP Implementation
- Initial Configuration: You will engage in many work sessions during your ERP implementation. Plot out every business scenario and learn how those needs will translate into ERP software best practices
- Data Migration Starts: ERP starts absorbing your business information
- Configuration: As your partner, we start executing your ERP customizations
- Data Migration Finishes: Every piece of data from the old system is now in ERP
Executive Coaching
- Explore your career options
- Develop stronger working relationships
- Strengthen your listening skills
- Increase your productivity
- Help you tap into your own emotional intelligence
- Build your executive presence
- Improve your team-building skills
- Enhance your ability to advance in your career
Human Resources & Staff Development
- Employee benefits
- HR Admin
- Risk Management
- HR-related compliance
- Talent management
- HR support and technology
Workers' Comp Audit
Comprehensive Audit Analysis
Comprehensive Audit Analysis
Comprehensive Audit Analysis
Thorough review of workers’ compensation insurance policies, including premium calculations, claims history, and classification codes
Accuracy Verification
Comprehensive Audit Analysis
Comprehensive Audit Analysis
Ensuring that all payroll records, employee classifications, and other relevant data are accurately reported and correctly applied to your policy
Claim Review
Comprehensive Audit Analysis
Claim Review
Examination of past and current claims to identify discrepancies and ensure proper handling