We deliver our services within our 7 Elements model. Read more about our complete 7 Elements philosophy here.

Money

Most often we start our work with business owners by helping them manage their money.  Staying in close touch with your money is a key to business success. We help you gather and use financial data to make sound decisions for your business. We can work side-by-side with your in-house staff or independently as a full-charge member of your money team. Here are some of our most popular services:

• Budgeting, We work with you from beginning to end to develop a budget, and then find a tool to measure it against actual spending.

• Cash Flow Reporting. We use both micro and macro views to help you with day-to-day management and long-term projections.

• QuickBooks. Set up, clean up, and training. We ensure your chart of accounts and other set up supports your reporting needs.

• Time Management. We help owners find a time management and reporting system that works for them and their team. We use web-based team reporting systems like TSheets and FreshBooks, as well as classic time management tools.

• Monthly Financial Reporting. We work with you on a format of reporting that is easy for you and your team to understand. We also facilitate a monthly financial review, or set up a system for you to do it yourself.

• Accounts Receivable. We streamline and manage your invoicing process to decrease the time it takes for cash to flow into your business. We use popular web-based services such as FreshBooks.

• Accounts Payable. We ensure payments to your vendors are timely and are in sync with cash available.

• CPA Liaison. We stay connected with your CPA at tax time to relieve you of the tax prep burden, and stay on top of year-round tax payments and issues.

• Monthly Oversight. When you have an in-house bookkeeper, we act as a second set of eyes to assure your money is safe using clear separation of duties.

Purpose

• 7 Elements Coaching

• Mission, Vision, and Values Assessment

• Business Plans for internal and external purposes.

Product

• 4C Product Coaching. We assess your current offerings and recommend how to change up your offerings to draw in more optimal customers.

• Cost of Goods Sold Analysis. We gather data and analyze your current offerings in regards to your Cost of Goods sold. Then we implement a system for you to keep your finger on the pulse of this key business success indicator.

• Product Pricing Assessment. After we assess your pricing, we offer recommendations to alter your pricing to attract and retain your target audience.

Marketing

We work as a Marketing Liaison with your marketing vendors, acting as the glue to ensure your marketing efforts are integrated into your business smoothly and as you intend.

Team

• Payroll. We assist you in setting up payroll for you to manage, or we can manage it for you, including all your employer tax reporting. Our current favorite tool for payroll processing is PayCycle.

• 1099s. System to track 1099-eligible vendors, and then prepare them and send them out for you in January.

• Workers Compensation set up and reporting.

• Staff orientation and exit process

• Staff handbooks

• Organization structure including job titles, job descriptions, and company organization and function charts.

• Accountability systems including time tracking, performance management, and team goal setting.

• Internal relations such as team retreats, culture assessments and adjustments, and team and individual coaching. 

Tools

• Project Management

• Office Management including assessment, improvements, documentation, and data storage.

• Technology Support for small offices.

• Technology Analysis and Purchasing

• Technology Set Up and Training

• Phone Assessment and Coordination
  

Growth

We assess your company's current situation and recommend to you areas for growth.