Some of your requirements may extend beyond implementing a robust financial operating system to achieve your objectives. Below is a sampling of projects I can help you to navigate through many past case studies, frameworks, and roadmaps I’ve used in these situations.
Complex LOC Financing
CPA Firm Upgrades
Sales Pipeline Restarts
ESOP Due Diligence
If your business is generating $3 million in revenues or less, you can get by with a really good office manager who is humble and willing to listen and learn new skills. Once you start getting bigger, you to bring on a degreed accountant with 5-7 years of experience with a desire to be constantly learning.
There are two sides to the coin with marketing–magic and logic. I’m the logic guy and have helped many firms address serious marketing strategy issues. Marketing tactics? I don’t do that. Sales management is nothing more than being good at process management. You’ll love the playbooks I’ve created from scratch.
I use three proven tools that have also been used to turn around three of North America’s largest railroads. I also have one of the top service providers in this consulting space as a sounding board.
It depends. Your monthly investment could be as low as $1,000 per month to $9,000. Regardless, you should easily be able to 10x your investment.
I’ve been doing this work since 2001, and I finished my first consulting project in 1993. As I get older, I find myself being a bit pickier. However, I’m a lifelong learner, and if your project is new and unique, you’ll have the advantage of selling yourself to me.
Again, it depends. We will have 3-4 conversations before we get started. I take the onboarding process very seriously, so we’ll get the timing down really well.
There are several industries where I lack knowledge. If so, I’ll let you know.
There have been several industry segments where the client hit a home run because I looked at his business from an outsider’s perspective. I was asking questions the client had never heard before.
Don’t worry. If I sense I’m not a good fit, I’ll convey that to you. But still realize that the Financial Operating System™ works in any industry of any size.
Some of my client projects have lasted 3 months. Some have been going on for 20 years. I only stick around as long as I add value.