The first thing we do is Listen…
We learn about your business, its history and your goals, challenges and values. This will give us valuable insight into the areas that need attention and what you hope to achieve. We also ask you to clarify what success looks like for each challenge, for your business as a whole and for YOU.
Next we identify areas where we can create positive impacts towards these challenges, business goals and your success.
We develop a comprehensive plan that is tailored to meet your unique needs and build in processes for monitoring and communication to let you know where we are in relation to your desired success.
Some of the services we can provide to get you there are listed below.
Ways We Can Help
Click on the services below for additional detail.
Executive Management
Chief Operating Officer (COO), Chief Financial Officer (CFO), Controller
There are three ways to hire executive services:
- Part-Time or Fractional – Agreement for a set number of hours per week or month
- Advisory Services – Consulting agreement for hourly or specific project work
- Interim – Agreement for services while searching for a replacement
Why hire fractional or interim executives?
Many small to mid-size companies can’t support a full-time COO, CFO or Controller and seek to find a more cost effective solution. Adding a fractional executive provides budget friendly, high level operations and/or financial services when and however long you need it.
Financial and Business Operations
- Profitability analysis and financial modeling
- Key performance indicator (KPI) development and monitoring
- Accounting department and/or operations staff supervision and coaching
- Accounts receivable and accounts payable business process review and/or supervision
- Accounts receivable review, follow-up and collection
- Billing review, oversight, and training
- Attorney and staff billing training (law firms)
- Trust account reconciliation and review (law firms)
- Expense management and variance analysis
- Budget-to-actual review
- Accounting system and process set up
- Operational assessment
- Strategic Planning
- Workflow and process analysis
- Workflow automation
- Organizational development
- Coordinate with CPA for end-of-year tax and/or audit process
Project Management
Examples:
- Software implementation management
- Office location review, selection, and physical move management
- Retreat planning and implementation
- Strategic plan implementation
- Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis
- Acquisition/merger integration management
- Change management
Human Resources
- Process and software training assistance
- Onboarding/Offboarding process review and/or supervision
- Benefits insurance and implementation management
- Performance evaluation process
- Recruiting assistance
Information Technology
- Technology assessment and solutions
- Software review
- Software license master list preparation and management
If your actions inspire others to dream more, learn more, do more and become more, you are a leader.
Get Started For Free
Book a Free Consultation
Request a free consultation (or contact us about whatever is on your mind).
6520 Airport Center Drive
Suite 100-I
Greensboro, NC 27409
We look forward to hearing from you.