What We Do

We believe in maximizing your potential.

Crystal

Cash Management System:

  • Deep dive planning meeting

  • Profit assessment and review

  • Profit First implementation

    • Roll-out to profitability

    • Allocation plan

    • 1st round allocations

    • Expense analysis

  • 30-day review

    • Review expense analysis

    • Allocation analysis

    • Expense targets

  • 60-day review

    • Review 30-day tasks

    • Allocation analysis

    • Strategize concerns

  • Quarterly review

    • Review start

    • Review successes

    • Celebrate achievements

    • Evaluate and develop new plans

      • Margins

      • Services

      • Systems and process

      • Investment

      • Growth

      • Health

Gold

Includes Cash Management System with everything in Crystal - monthly reviews plus:

Financial Statement: Analysis System:

  • Company's budget

  • Company's forecast

  • Review company's accounting system

  • Review company's Reporting system

Platinum

Includes Cash Management System and

Financial Statement: Analysis System with

everything in gold plus:

  • Analyze Company’s Financials

    Decision Making System

    • Create company goals, mission, objectives

    • Outline decision(s), decision process, factor impacting decision

    • Choose decision model(s)

    • Analyze decision options

    • Review basis

    • Implement decision

    • Review decisionh

    • Make small adjustments

    • Review changes adjustments have create

    • Repeat