FAQs
- What is your typical process for working with a new customer?
It Starts with a Complete Business Assessment: Financial Assessment – comparative analysis to like sized companies Employee Workplace Assessment – shows you the cultural areas that may be putting stress on your business and holding back growth Customer Assessment – shows how customers have positioned your business Brand Assessment – determines if you have meaningful brand equity Leadership Assessment – gives you insight to leverage your strengths Market Valuation – provides a current market value for your business Typical Results that come from the assessment: Quickly get to the heart of issues holding back your business Understand your market position in the minds of your customers Learn how “satisfying¨ your workplace is for your most important asset – your people Uncover and leverage management strengths Quickly develop growth and profit strategies that work It Continues with a Comprehensive Plan: Exit Planning – Planning for eventual retirement from the business Financial Goals – Planning compensation and owner ROI Personal Goals – lifestyle quality and balance Business Objectives – Qualitative targets for the business and its people Market Opportunities – Defining and assessing business expansion Business Acceleration and Ongoing Coaching: Keeping the leadership team focused and on-track toward their destination Creating the messaging to engage all stakeholder (customers, providers, etc) Designing the organization’s scorecard to track progress and create accountability Organizational design to make sure the right people are in the right seats on the bus
- What education and/or training do you have that relates to your work?
Master Degree in Accountancy Bachelor of Science Degree in Accountancy Quickbooks Pro Advisor Xero Certified Advisor WorkflowMAX Certified Advisor Certification in Production, Logistics and Supply Chain Management Certification in Project Management Major account sales trainer SPIN Selling Trained Jonah Trained with the Goldratt Institute
- How did you get started doing this type of work?
I started my career as a Certified Public Accountant working with Ernst and Young. I transitioned to a regional firm, then started my own CPA practice. After selling that I transitioned into management development work and process flow improvement.