Because we operate in the Arizona market, we understand the challenges you face. And because we are a part of your community, we are committed to providing exceptional service.
Strategic & Operational Performance
Running a small-to-medium sized (SME) or family-owned business today means you are faced with an often overwhelming array of daily challenges …challenges that can take your focus away from the future, because you’re simply trying to get by today.
Yes, we do provide traditional compliance services. But we don’t look at your business from just that historical perspective. Instead, we actively work with you to develop your business and improve it as it happens.
We combine our extensive experience working with SMEs with a suite of proprietary, cutting-edge tools and resources not available to other accounting firms. We take you through a personalized strategic and operational review that is comprised of three distinct stages:
Data Gathering and Analysis - Using a sophisticated business analysis tool, we will work closely with you to assess critical areas of your business. The information you provide will allow us to conduct a high-level diagnostic review of your current strategic position and overall operational performance.
Strategic & Operational Plans - Based on the diagnostic review, we will help you identify exactly what needs to be done in your business to reach your goals. Together we will develop key action steps and a project plan with timelines and resources to make it happen.
Monitoring & Implementation -To ensure that you stay on track, we will monitor the project management plan and work with you on the implementation of the action steps required. We will work closely with you to ensure your goals are achieved, on-target and on-time.
The Key Performance Areas of Your Business
Vision – Clarifies your direction and the desired future position of the business.
Strategy – Obtains a picture of how you plan to reach your goals.
Structure – Examines how the business is organized.
Products and Services – Provides an overall view of the competitiveness of your products and services, and how well you manage their procurement, production and distribution.
Marketing and Sales – Examines how you take your product to market and sell it.
People – Assesses the suitability of your team, and how well you deal with people management.
Culture – Picks up on the “unwritten” rules that drive behavior in your business.
Systems and Processes – Provides information about your systems and operational procedures, and how technology supports them.
Finance – Focuses on the financial performance of the business.
Ensuring that the action plans get underway and the work gets done is the most crucial stage in the process. We bring discipline and expertise in rolling out the specific action steps required for each challenge, and our approach to implementation and monitoring is issue-based, work plan driven, and output oriented. We also believe in a high degree of two-way communication throughout the process
To ensure you stay on track, our Ongoing Monitoring and Implementation services include developing and monitoring a project work plan. This will allow you to drive the implementation of the plans to ensure the benefits are realized.
Client relationships are of critical importance, and we strive to develop long-term partnerships with our clients that are based on trust, commitment and integrity. Thus, you will find, as we work side-by-side with you to achieve your goals, that it is our people and what they bring to the table that truly differentiates us.
Do More Than Succeed - Thrive!