Dear Business Leader,

Your company provides great products and services for your customers and you may not be earning as much profit as you’d like compared to the amount of time and effort your team expends.

Instead, you may have employee turn-over, profit fade, cost overruns, and weak asset management.  You also may have an “us vs. them” mentality between the back office and the operations staff, and a lack of responsibility and accountability. All of which leads to disappointing results, stress, and burn-out.

Profitable businesses thrive on predictability and this is no different for a successful privately held firm. From knowing what resources are available to staff projects or providing customers with realistic estimates of delivery and pricing, success will depend upon having the right information, insight, and infrastructure at hand.  

When you run a privately held business that is more predictable you have a distinct competitive advantage.

Most privately held firms today are struggling to attract, retain and develop their workforce. Surveys identify this issue as the top constraint on growth today. The solution is twofold: attract and hire A-players and create the environment that fosters employee excellence.

The best people want to work for the best, most successful firms in the industry. When your employees receive the proper training, and have strong standards and processes to follow, they are happier, more productive and deliver more reliable results.

Your workforce needs to clearly know what is expected and the goals they need to meet must be constantly reinforced. We work with you to identify standards and processes that raise the performance of project teams and support staff. Our clients achieve financial success, which enables them to fund meaningful and motivating compensation programs.

We guide firms to be top firms by evaluating what is working well in four areas: financials, customers, operations, and people. Financials are always a priority as they provide score-keeping on ultimately how well the firm is doing on in all areas.

Our clients

We work with business leaders who realize their success depends on how they use their time and resources.

strategic business partner

Leaders often need an ally and sounding board to keep the business on track or get it back on track. Key decisions around pricing, contracts, investments, M&A, incentive programs, to name a few all benefit from a strong finance partner.

better information for better decisions

Leaders often lack the information needed to make decisions which will leverage their staff and financial investments to grow profit and cash. The exisiting data and systems may be under-utilized or in need of upgrading.

Accounting development

Leaders of small and medium sized businesses often prefer to focus on their business rather than manage the finance and accounting functions. They see the benefit of a finance professional who can develop their controller and accounting team's skills and contributions to the business