Our Process
Step 2 - Plan
Step 3 - Implement
Step 1 - Discover
Step 1 - Discover:
We'll meet with you and your team to learn about your business's current processes and workflows. We'll take an inventory of problem areas, stopgaps, and some of your pain points in your day-to-day work.
Step 2 - Plan:
With your goals in mind, we'll develop a plan to streamline your processes and find opportunities to automate your operations.
Step 3 - Implement:
We'll work with you and your team to implement the plan to ensure everyone is well versed and equipped to follow the new processes and procedures. We'll also create a new procedure manual, update job descriptions to reflect job changes, and facilitate training to ensure optimal results.
Some of Our Projects
Workflow
Establish and create workflow systems to streamline processes and manage projects
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Financial manual development to ensure consistency and set expectations for staff
Accounting Systems
Build and organize accounting functions
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Create positions descriptions
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Evaluate and implement internal controls and separation of duties
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Prepare manuals for training and reference
Staffing
Employee productivity
recommendations & review
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Organizational restructuring to right-size your business