Our Services

Our services include:

  • Part-time CFO
  • Business Consulting
  • Business Plans
  • HR Department Setups, Audit & Legal Compliance
  • Organizational Development
  • Managing Change & Employee Relations

Part-time CFO services

Many companies are finding it difficult to afford full-time services of a seasoned CFO, yet need the skills & experience of a CFO for their business.   That's where we come in.   We're able to bring expertise to your business without the six-figure cost that comes with a good CFO. 

Business Consulting

We're here to help create a new vision for your business.

  • Business Plans
    • Write a Business Plan for your new business, or an annual plan for your existing business.
  • Insurance Check up
    • Do you have proper coverage for your General Liability & workers compensation policies?
  • Human Resources
    • Review current HR plan and make recommendations for change.
  • Employee Benefits
    • Do you need help setting up a profit sharing plan?   Let us help.  We've crafted several over the years that have worked quite well for both management & the employees.   Plans that produced increased profits for the owners, while providing the staff with increased pay & benefits.

Business Plans

The first step for any business is to create a Business Plan, or "Roadmap to Success".  We help organize a "personalized plan" that combines your vision/mission with clear financial projections.  When seeking investment capital, investors want to feel confident in your ability to understand the nuts-and-bolts of how your business will make a profit.

Most business plans include the following:

  • Executive Summary
  • Competitive Analysis
  • Start up Costs
  • Cash Flows
  • Estimated P&L's

HR Department Set-Ups, Audits, Legal Compliance

The key to any successful business is the people.  Properly managing the staff is as important as any other aspect of the business, yet most businesses give it the least amount of attention.  We can help you with:

  • Labor Law Compliance
  • Payroll
  • Employee Relations
  • Compensation
  • Benefits
  • Training & Development
  • Employee Assessment & Coaching
  • Talent Acquisition
  • Employee 360 Reviews
  • Exit Interviews

Organizational Development

We believe every company should continually monitor their Organizational Development process in order to create a company of committed, productive employees who enjoy what they do.   To do this we believe there should be goals that allow the staff to be in control of achieving those goals.   Management should be there to cheer them on.

Our Organizational Development process aims to address the following:

  • Improve morale and productivity
  • Develop a sense of purpose
  • Reduce employee turnover
  • Improve service to internal and external customers
  • Empower individuals and teams
  • Improve creativity and innovation

Managing Change and Employee Relations Issues

Constant change is a business reality, and companies must continually adapt to their environments to stay competitive or risk becoming obsolete.

Some key questions that are helpful in determining the likelihood that a major change will succeed:

  • Are the leaders personally committed to the change?
  • How is the vision different, better and more compelling?
  • Does the organization have the capacity to make the change?
  • How ingrained is the current culture?
  • And will the change actually deliver the identified outcomes?

Change management entails thoughtful planning and sensitive implementation, and above all, consultation with, and involvement of, the people affected by the changes.  Change must be realistic, achievable and measurable.

Before starting organizational change, ask yourself: 

  • What do we want to achieve with this change, why, and how will we know that the change has been achieved? 
  • Who is affected by this change, and how will they react to it? 
  • How much of this change can we achieve ourselves, and what parts of the change do we need help with?