Management Consulting for
The Small Business Owner

Transform Your Business Today with Expert Change Management for Business Success

Our Guarantee - If We Do Not Achieve Result; You Pay Nothing!
This is where we start our relationship with you.

Start Your Transformation

WHO WE ARE

We are a small team of former bank underwriters, accountants and payment processors that evolved into to small business consulting. Over the years we have reviewed the financial statements, tax returns and investment accounts of thousands of small businesses ... approved and refinanced business loans saving thousands in interest. We have corrected critical accounting errors, we have cut expenses, insurance cost, labor, reduced COGS/supplies & materials.

We have found "fraud" and helped to improve investment account returns. We have assisted and manage end to end "new product" launches. Restructured and improved "sales & marketing" to increase revenue; this list goes on and on! We see what works for a company to be successful and what doesn't work for a company. We develop a business optimization plan for your needs.

Our consulting team reviewing plans

THE PROBLEM

Usually a company president/owner has a CPA or bookkeeper, an insurance agent, an investment advisor, and or a bank representative that he/she can call on. Ask yourself; do any of these people get together once a month to review, analyze and discuss your specific financial picture or situation? The answer is No ... they usually do not because they are all busy doing their individual job functions for you and many, many other business owners AND they most likely don't know each other.

Our first meeting or exposure to a business owner is usually discussing pain points, things that frustrate them in business. We discuss clearly defined failures within sections of the business they want to correct. By doing this, we can come to understand company operations. A through review of your taxes and financial statements will show the ratios of expenses to revenue, as well as other key ratios and if results are outside of your industry norms.

THE SOLUTION

Many small business owners already work 10 - 12 hour days, 7 days a week. Many don't have time to correct problems, execute new product launches and manage the current business. They simply run out of time.

This is where we come in. As a consultant we coordinate with your bookkeeper, an insurance agent, investment advisor, your attorney to execute our business optimization plan for you. We work with these professionals as we consider them "consulting partners". As a consultant, in our capacity, we function as a contract temporary management employee on your management team to implement change, we do the things you simply do not have time to do. Something as simple as putting out and managing bids for new contracts is extraordinarily time consuming. However, new lower cost vendor cans save thousands or a new contract can bring in tens of thousands in revenue! We take care of things you didn't see coming.

Once we know where the problems are, we can see where to work on reducing and cutting expenses, reallocate those savings to marketing and sales development, thereby increasing revenue or to improve your financial ratios and margins. Banks analyze these ratios constantly when they review you for a loan, let us guide you to correct problems, lower expenses and greater profitability.

If we don't or increase your financial performance in the first 45 days ... there is no charge for our services; you owe us nothing!

We put our money and time where our mouth is; that is how confident we are!

Driving Real Impact

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Free No Obligation 30-minute consultation.

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