Business Coaching & Professional Development Training Services

For too many organizations, strategic planning is an event, not a process. The meeting ends with leaders strongly aligned and feeling good about the goals they have set. The “what to do” makes sense but the “how to do it” is missing and often doesn’t get done.

We begin with a comprehensive consultation to understand your business's financial health, goals, and challenges. This step is crucial as it allows us to tailor our services to meet your specific needs and objectives. We begin with a comprehensive consultation to understand your business's financial health, goals, and challenges. This step is crucial as it allows us to tailor our services to meet your specific needs and objectives. Our relationship doesn't end with implementation. We provide ongoing support and financial oversight, adjusting strategies as needed. We monitor your financial performance with detailed reports and insights to keep you on track and make data-driven adjustments.

Imagine everyone putting their best effort into achieving a common goal. Everyone using their unique skills and talents to enthusiastically head in the same direction.

Professional Business Advisory Services

  • Strategic Planning and Goal Setting

  • Financial Reporting and Analysis

  • Cash Flow Management

  • Performance Metrics and Benchmarks

  • Organization & Human Resources Management

Strategic Planning and Goal Setting

Developing an effective strategic and operational plan for your business requires a complete understanding of the market and industry that you operate in. From the industry trends that may impact your business to global disruptions that are occurring right now and into the future. Creating a meaningful, realistic, and results-oriented strategic plan is critical for your organization’s current and long term goals.

  • Developing a vision, mission, and values in line with your long term strategy

  • Design thinking sessions

  • Customer service and user journey mapping

  • Establishing levels of governance

  • Staff performance management programs

  • Operational planning

  • Departmental plans

  • Business planning and modeling

  • Feasibility studies

  • Annual management review and planning

  • Organizational design

  • Project planning and workflow

  • Project management training

  • Lean process improvement

  • Governance

Financial Reporting and Analysis

Defining specific goals and objectives within your organization, identifying key performance indicators to measure progress, establishing the systems and processes that will translate those needs into outcomes, and ensures your resources are focused on the right areas.

  • Business diagnostics (strategy, products and services, technology, culture, and people)

  • Business process improvement

  • Supply chain management

  • Program and service evaluation

  • Performance management plans

  • Developing key performance indicators

Cash Flow Management

Effective cash flow management is crucial for a business's financial health and stability. By monitoring and controlling cash inflows and outflows, businesses can ensure they have sufficient funds to meet their obligations, invest in growth opportunities, and weather economic downturns. This proactive approach helps to prevent cash shortages, improve financial forecasting, and optimize operational efficiency. Ultimately, robust cash flow management empowers businesses to make informed decisions, reduce financial risks, and achieve long-term success.

  • Monitor cash flow and liquidity

  • Corporate planning, tax, and dividend policy development

  • Adjusting forecasts for changing business conditions and assumptions.

  • Growth opportunities and risk mitigation

  • Investor confidence

  • Enhance banking relationships

Performance Metrics and Benchmarks

As your company grows, you may need executive services to help facilitate strategic planning, and identify opportunities for organizational improvement. We can help your business develop and maintain financial dashboards to track key metrics against industry benchmarks and provide monthly updates on performance targets.

  • Expert advice and monthly support

  • Organizational performance and Key Performance Indicators (KPIs) for investors and key steakholders

  • Budgeting and variance analysis for board meetings

  • Business process design and IT systems in the workplace

  • Startup, growth and expansion strategies

  • Reviewing business plans and strategic goals

Organization & Human Resources Management

Investing in your staff can have a tremendous impact on productivity within your organization. For people to be truly productive, they must connect to the vision, mission and values of your organization and understand how they contribute to the organization’s overall success. The most successful organizations understand that solid human resource practices are essential to enhancing their productivity and must be considered in the framework of your organizational structure, systems and processes.

  • Governance review

  • Transformation and change management

  • Leadership development

  • Succession planning

  • Workforce planning

  • Talent development

  • Equitable compensation

  • Performance management programs

  • Executive, management and professional recruitment