My Services

I enjoy hiking, one step at a time to get to the top. Business success proceeds the same way, one step at time.  

I offer my services to my readers. My first two hours of contact are free so we can discuss existing issues and see if it is worthwhile for you to engage my services. I need to identify the relevant issues and provide an estimate to address your concerns.

My preferred industry is construction. I find it fascinating the importance of a feedback loop of a good estimate to a job’s final completion. Discovering errors or positive attributes is what allows small businesses to grow. I provide all the necessary systems, programs, processes, forms and estimating spreadsheets. I work with all members of the organization to improve all aspects of your business. I’m a believer in the importance of having regular management meetings to ensure everyone’s buy-in with the goals and understanding progress and results. The key is to CONTROL the outcome. Here’s a short list of what I provide:

1. Front Office Operations
   • Effective marketing systems, processes and reporting of outcomes;
   • Implementation of a backlog reporting/discussion program;
   • Effective estimating/proposal program;
   • Contract negotiations/reviews/closure;
   • Governmental Compliance and submittals.
2. Back Office Operations
   • Accounting systems including job costing and reporting;
   • Project management systems/documentation/client communications of progress;
   • Cash flow analysis including job cash flow;
   • Compliance programs including Standard Operating Procedures (SOP’s).
3. Management Team Facilitation
   • Operation meetings/goals/outcomes;
   • Safety programs/compliance/documentation (I’m OSHA 30 Trained);
   • Senior management meetings including reporting and progress analysis.

My services include:

• Modifying your existing accounting system including the software to properly match industry standards.
• Analyzing accounting and business attributes including comparison to other similar operations.
• Business Consulting
• Preparation of quarterly and annual reports including trial balance adjustments and tax adjustments; this includes communication with your CPA about relevant tax issues.
• Implement business process improvements; policies and procedures; internal controls and a file management system.
• Training of staff.

* I no longer provide tax preparation services but will communicate with you and your CPA concerning any tax relevant issues I uncover. I am no longer a public accountant and therefore do not render audit opinions.

The entire process consists of several steps as follows:

1. Initial understanding of your concerns (the two hours of free time);
2. Preparation of an estimate to provide services;
3. Signing of an agreement between us;
4. A retainer is paid by the client;
5. Services are rendered in accordance with the estimate;
6. A statement of satisfaction is issued by the owner communicating acceptance of the work.

My fees vary depending on the nature of the issues at hand; but in general they follow this schedule:

Hours of Work      Fee/Hr
0 – 5                          $140
6 – 40                        $125
>40                           $105
Long-Term           Negotiated

Many projects are less than 10 hours of work and are completed in two to three interactions. 

I generally perform the services using remote access to your computer with the controls set by you. For example, Team Viewer is one software that allows the partner to reset the password by simply closing the software; thus resetting the password to gain access to the computer. Other examples include Log-Me-In or Right Networks. I often work before or after hours so as not to tie up technology in your office.  

If you desire to initiate a meeting; please contact me via e-mail: dhoare@comcast.net . I typically respond within a few hours.

Dave