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Working with Sterling Rose to develop a business plan and profit and loss was an amazing experience. They delivered everything they promised and more. They work with an extremely high amount of professionalism and their knowledge of the market was outstanding. We will continue to use Sterling Rose for business consulting and accounting services.Jan 21, 2018Verified
Great value and great to work with. Delivered what I wanted and needed. Would recommend their service to anyone that is looking to have a project done right the frist time.Nov 17, 2017Verified
Great working with them. We will continue to have them in our corner moving forward. Definitely a valuable service!Mar 1, 2018Verified
Excellent communication. Excellent turn around time. Excellent service. Excellent product.Sep 15, 2016Verified
Sterling Rose helped me complete a very professional business plan. They were fast, respectful, informative, and always there when I needed them. I would highly recommend their service.Jan 25, 2017Verified
- What should the customer know about your pricing (e.g., discounts, fees)?Actually, I have a very simple pricing structure. For business plan creation. generally it is 1/3 upfront, 1/3 at the completion of the financial model and 1/3 at the completion of the final deliverable. In the case of the payroll, the first month is upfront, after that the monthly fee will be billed on the 1st of the month and the payroll processing fee will be provided at the time of processing. In the case of taxes, at the completion of the taxes prior to sending them into the State and Federal Government In the case of Zoho CRM, completely dependent on the client project and agreement.
- What is your typical process for working with a new customer?The typical process for creating a business plan is first to have a phone or in person conversation with the client to discuss their business or business idea. Payment is split into three equal payment, 1/3 upfront, 1/3 after the financial model is complete and 1/3 at the completion of the project. Once the payment is made, I send the client a business plan questionnaire. When the completed questionnaire is returned then I schedule a second call for approximately 1 to 2 hours to discuss the business financial model, at that time or before I have already provided a list of items I will need from the client to properly create a business plan. After the call I create a custom either 3year or 5 year full monthly and yearly financial model. Once the model is complete I allow the client access to review the model. We then have another call discuss the financials, make any tweeks or changes. After the model has been updated I repost it in Box.com for viewing, and send the second invoice. Once the second invoice is paid I release the document. I provide more then just the business plan, I also provide a full workable financial model. Next I begin the content for the business plan. When the draft of the plan is complete, I post it to Box,com for the client to review. We have another conversation, and each client gets up to 2 revisions. When the revisions are complete, I send the final invoice for payment, once paid the document is then released to the client.
- What education and/or training do you have that relates to your work?I do a great deal of continuing education to stay relevant on the latest developments in my field. Currently, I am taking extended education classes in finance and accounting, with specialty in valuation, audit and taxation. In addition, I have taken classes in business plan creation, social media, marketing, etc. The market and business world change so rapidly, with the institution of new technologies and trends, I feel that it is imperative to understand and always have my pulse on what is new and up and coming. This both helps me in my business and this knowledge allows me to help my clients grow and succeed.