Consulting

You cannot get anywhere effectively without a plan. We are the trusted advisor your small business needs to build a path which can be used to manage your business more effectively and make it profitable.

Our Services Includes:

• State of the art planning software
• Step by step guidance based on key business components
• The problem, the solution, the target market, sales and marketing
• Creation of a financial forecast (Revenue, expenses, cash flow, etc).
• Monitoring the business plan regularly to compare it with actual results
• Advice on business decision making to reach desired goals
• Partners and resources
• Personal motivations (expectations, needs, wants and limitations)
• Successful execution of the plan
• Business plan retrospective

The purpose of a strategy is to help organizations achieve a sustainable competitive advantage.

Our Services can help you with:

• Understanding what strategy is
• How strategy is formulated and implemented
• Which markets your business is seeking to compete in
• Identifying your strategic positioning approach 
• The strategic management process (analysis, formulation, and implementation)
• The impact of your organization's values, vision and mission in guiding decision making and employees' behavior
• Setting strategic goals
• Communicating the company's strategy to employees, customers, owners and suppliers to influence its position in the market

The information age has changed how we gather, organize, locate and consume information. Many business owners are using graphical, on-demand, real-time summary reports to direct their daily efforts.

 Our Services can help you with:

• Creation of a business dashboard based on data from your accounting system
• Locate and extract the required data to populate the financial dashboard reports
• Update, organize, and present metrics to business owners and management teams
• Explanation of those specific Key Performance Indicators
• Customizing financial reports to suit your reporting needs
• Monitoring financial trends to help you in the decision making process
• Document data sources and processes to ensure the consistency of the information on the reports
• Review and revise the dashboard as needed

Business analytics is the combination of skills, technologies, applications and processes used by organizations to gain insight in to their business based on data and statistics to drive business planning.

Our Services will help you:

• Understand your business data, statistics and the use of technology
• Answer specific questions such as why things happened, what will happen and what should be done
• Draw concrete conclusions about the business and provide actionable recommendations
• Bridge the gap between management and technology
• Effective communication
• Problem-solving solutions

Tax Planning is a service that helps you optimize your tax situation before reporting. The purpose is to use legitimate ways to optimize your potential tax consequences based on your goals and plans for the future.

Our Service include:

1. Educating clients on the different types of taxes a business must pay and how they are to be paid to avoid overpayment of taxes, penalties and interest
2. How the different types of income generated, impact your tax liability
3. How to determine when an expense is a business expense or a personal expense
4. How to reduce your adjusted gross income
5. How to maximize your deductions and qualify for tax credits
6. Most importantly how to keep adequate records to support your deduction claim