Industries served: Manufacturing - Food - Retail - Service - Apparel - Construction - Auto Repair - Non-Profit

Successful Businesses need to understand and develop proper Financials, metrics, business ratios, product costing & pricing, process improvement, Revenue drivers and Revenue inhibitors, so corrective actions can be developed and implemented. 

Financial forecasting

By studying your financial data, industry trends, projections, and business goals, we’ll create projections to help you meet your short and long-term targets.

Profitability analyses

We identify ways to optimize your profitability by analyzing the various revenue streams of your business.

Customized KPIs dashboards

We create interactive, at-a-glance charts and graphs that show how your business is performing against your key performance indicators (KPIs).

Business strategy advising

Bringing an objective, agenda-free perspective, we assess your business goals and challenges and provide with clear guidance for continued growth.

Cash flow analysis

We perform cash flow analysis and offer solutions if it’s not sufficient to meet your operating expenses.

Expense management

We create systems to track employee-initiated expenses and implement technology to analyze data for less waste and more efficiency.

Internal controls consulting

We provide an independent assessment and set up controls that promote accountability and minimize the risk of errors, omissions, delay, and fraud.

Process Improvement

We identify process improvement opportunities and provide ROI's and implementation support

Team training

We provide internal training to ensure that you and your team are united in goals for achieving growth and profitability.

Other items includes

Financial statement audit support, M&A assistance, debt and equity financing, and 24 hr phone/email support

Fees Range from $200-$600 a week, based on size and scope

   Personalized assistance designed to help Startups & Small businesses overcome the obstacles standing in the way of growth.

Business plan development
Executive summary, Business description, Market research & competitor analysis, Financial projections, Company structure & operating plan Goals, objectives, & KPIs

Estimate startup costs
Create a startup budget, One-time startup costs, Overhead costs, Labor costs, Create a dedicated startup savings account, Research available grants, startup services, & other resources, help source funding through different sources

Register your business
Choose a structure, Choose a business name, Claim a domain name, Claim relevant social media handles, Register your business, Check state & local registration requirements, Register trademarks

Open accounts & obtain permits
Open a company bank account, Obtain an Employer Identification Number Get licenses & permits, Check local business licensing requirements, Obtain industry-specific permits (e.g. building permits, OSHA certifications, etc.), Obtain a Sales Tax Permit, if necessary

Create a financial accounting system

Set up essential bookkeeping documents, Income statement, Balance sheet, Cash flow statement, Bills & invoices, Expense tracking, Purchase accounting software (optional), Estimate your tax liability

Create a management system & team
Create an organizational chart, Purchase project management software, Set up essential management tools, Calendar & scheduling system, Budget tracker, Team management system, Short- & long-term goals and timelines, Choose & track KPIs

Strategically Launch branding & marketing
Determine brand guidelines, Design or commission a logo, Select a color palette, Create a website, About Us page, Contact information, Site menu/navigation bar, Core services & pricing, Online ordering, Customer testimonials, Company blog, Set up relevant social media accounts, Print Business cards

Partnership model for Startup/Existing Business

You have limited money?  You need a partner to help build & grow your business? You need to limit overhead & labor expense?  You don’t want to give all your business equity away? You are comfortable with having a strategic business partner (5 core members)?

Typical partnership model ranges between $0-$750 weekly & a 5-15% ownership stake based on size and scope

   ISO 9001 is a globally recognized standard that specifies the requirements for establishing, implementing, maintaining, and continually improving a Quality Management System (QMS) in any organization. ISO 9001 helps organizations consistently provide products and services that meet customer and regulatory requirements.

Preparation Support
Our consultants educate companies on expectations for ISO requirements and a layout the road map with objectives and milestones.
We work with all staff members involved, to answer questions and set expectations, for buy-in from company employees.
We coordinate with the ISO certification road map with designated representatives through online meetings and/or onsite consultation.

Discovery Support
Support Gathering current related QMS documentation onsite related to ISO requirements, along with providing, procedures, work instructions, forms/exhibits.

Gap Analysis

Current state of ISO Management System compared to ISO requirements.
Update road map based upon findings for clear next steps and milestones for ISO certification.
On completion of approved management system we move to implementation.

Implementation/Training

Provide onsite and/or Zoom training of the ISO management system with company

Internal Audit
Education and training with a mock-audit for preparation with staff for Registrar Audit

Fee Options: $8,000 - $15,000 fixed fee based on size & scope | $500-$1000 a week for ongoing Fractional ISO Quality Management Coaching & support