Strategic Opportunities

Assessments

$199/Hr

Assessment 8-12 Hrs

Discussion and overview of business
Initial Assessment and discussion
Compiling of data and interview notes
Custom report and suggestive personalized steps for move forward

Assessment 13-24 Hrs

Includes Green Assessment baseline
Review of process and internal procedures
Operational or Accounting overview and discussion
Custom report and suggestive personalized next steps

Assessment 25-40 Hrs

Includes Blue Assessment Baseline
Review of Month end Procedures
Operational, Accounting and other division collaboration
1. Communication
2. Process’
3. Compliance
4. Inefficiencies

Based on our targeted assessment –

Flexible short or long-term partnership options available. This approach delivers measurable impact on efficiency and profitability.

📉 Cut Waste | 📈 Optimize Workflow | 🤝 Align Teams

Let’s Build a Stronger, More Efficient Business Together.

Short Term

Focus on Efficiency & Strengthen Your Operations—Fast!

🔹 Short-Term Advisory Services (1-3 Months) | On-Site & Hybrid Options
🔹 Expert Led Process Optimization | Billing Per Hour (Up to 32 Hours/Week)

Working hands on with you and your team to assess, revise, and implement proven strategies that drive efficiency, improve financial clarity, and streamline operations.

What You Get:

✅ Accounting & Financial Strategy: Review AR/AP, month-end processes, forecasting, and GAAP best practices.
✅ Operational Efficiency: Strengthen purchasing, production, and warehouse controls for seamless workflow.
✅ Team Collaboration: Bridge gaps, eliminate inefficiencies, and optimize responsibilities across departments.
✅ Process Improvement: Implement structured systems to enhance daily and monthly performance.

Long Term

From Quick Fixes to Lasting Success

Building on the foundation of a short-term engagement, a long-term partnership ensures sustained efficiency, stronger hiring, and financial stability and delivering continued growth by minimizing operational setbacks.

Direct Impact on Business Owners: (3-6 MTHS)

✅ Hire & Retain the Right People – Move beyond quick fixes to build a skilled, reliable team.
✅ Stronger Financial Oversight – Forecasting, budgeting, and identifying new growth opportunities.
✅ Operational Efficiency – Extend short-term process improvements into lasting cost savings and structure.
✅ Better Team & Vendor Coordination – Strengthen cross-department collaboration and accountability.

✅ Long-Term Support – Continued guidance with priority access and discounted future advisory. (if necessary)

📉 Minimize Inefficiencies | 📈 Stimulate Profits | 🤝 Build for the Future

PEACE OF MIND BEGINS NOW!

Let’s Connect & Transform Your Business – Fast & Effectively!
📅 Connect With Us Today!