Start Up Phase
Starting a new business can be one of the most exciting and challenging events in a person’s life. By working with us, you can allow yourself the time and energy to focus on bringing in new business, and know your company is operating properly, right from the start.
You have grown your business into a winning operation, but are at a point where the demands on your time don't allow you to handle your growing to-do list as well as you would like. With us you get the services you need and the solutions that keep things running at their best.
No Cost Consultation
Tell us about your goals and the way you work. Are you running everything yourself or do you have a team? Would you like to open a shop or start up? Once we have a better understanding of who you are and what you want to achieve, we can put together a plan for action that gets you there.
Here is where we analyze your finances and review internal functions. How are your profitability margins? What takes up most of your time? Is there a specific challenge keeping you from accomplishing what you need to?
Now that we have gone over the details, we can discuss the structure or "blueprint". This is where we take all the pieces (budget, lifestyle, accounts or “clients”) and show what changes are needed to get you on track.
We know time is valuable, especially for an entrepreneur or business owner. Between meetings, paying bills and running errands, it can be difficult to stay on top of everything. Which is why we create a schedule with you that is not only flexible, but realistic.
The customized POA
This is where we link all the parts together and propose your tailored "plan of action". One that gets you closer to your goal and makes efficient use of your time, so you can focus on what really matters.
Once we have set up a customized POA, we will review monthly or quarterly if we are accomplishing the set goals. Then with your feedback we will make any adjustments or improvements to ensure that it keeps functioning for you and your team.
Interested in working with us?
Get started with a free consult.