I’m Here to Help.
I enjoy hiking, one step at a time to get to the end of the trail. Business success advances in the same way, one step at time. This is how I approach resolving a client’s overall operation.
I offer my services to my readers. My qualifications include:
- Masters Degree in Accounting;
- 30 Years of Experience;
- QuickBooks Guru
- Full Office Systems Conversion for 60+ Clients;
- OSHA 30 Qualified and Compliance Director.
The simplest way to state my qualifications is that I’m a ‘Business Administrator’. I know what it takes to successfully run a company. The end goal is CONTINUOUS IMPROVEMENT. This outcome is measured by a constant and consistent increase of the bottom line. The end goal is to design and implement a system that moves your company to the top 10% performer in your industry.
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 a proposal to address your concerns.
I find it fascinating the importance of a feedback loop of a good information gathering program and an output of documented financial results. Discovering errors or improvements is what allows small businesses to advance/grow. I provide all the necessary systems, programs, processes, forms and supporting spreadsheets. I work with the entire management team of the organization to improve all aspects of 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:
- Front Office Operations – The absolute best internal control with any business is a well-designed information gathering program.
- Effective marketing systems, processes and reporting of progress;
- Implementation of a backlog reporting/discussion program;
- Effective estimating/proposal program (#1 internal control to ensure profit);
- Contract negotiations/reviews/closure;
- Governmental Compliance and submittals.
- Back Office Operations – Timely and accurate production and financial reports.
- Accounting systems including documentation flow, job/production costing and reporting;
- Project management systems/documentation/client communications of progress (with larger operations this involves project management software);
- Cash flow analysis including job/production cash flow;
- Compliance programs including Standard Operating Procedures (SOP’s), Safety (OSHA Compliance) and internal issues identification.
- Management Team Facilitation – Properly executed management team meetings to identify and resolve issues.
- 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:
- Initial understanding of your concerns (the two hours of free time);
- Preparation of a proposal to provide services;
- Signing of an agreement between us;
- A retainer is paid by the client;
- Services are rendered in accordance with the proposal;
- 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 focused on one or two of the core admin elements and require less than 10 hours of work and are completed in two to three interactions.
For long-term full-scale projects, I provide a 25% deferral of my fees until there is actual progress made with profitability. Once profits improve, a payment plan is implemented for the deferred amount. This program assists with cash flow and demonstrates my commitment to my clients.
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, it automatically resets 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 want to ask questions, send me an email and ask. I’m actually a responsive guy. I love to teach others about business principles and of course I take pride in a well-designed and functioning feedback loop.
Dave