Breakdown of Offerings
Strategic Planning
“Think about the whole picture, not just what, but why? Then also consider what comes before, after, and why?” – Professor Anthony
- Strategic and tactical planning and monitoring for targeted outcomes
- Customer Experience and “go to customer” centric marketing and sales strategies
- Scenario and risk mitigation planning – such as annual operating plans, vendor management, or disaster recovery
Financial & Accounting
“Pigs eat well; hogs get slaughtered. You need to be “piggy” for profits to grow but never unethical or obscene or your customers may stop doing business with you. But always optimize profits.”
– Professor Anthony
- Financial analysis, planning, reporting, and Key Performance Indicators (KPI’s)
- Reviewing and/or establishing accounting policies, processes, and practices
- Help with evaluating organization legal structure and understanding tax implications
- Help shortening cash conversion cycle (CCC) for better cash flow, improved liquidity for growth, and efficient collections
Continuous Improvement
“Reduce Human Struggle + Increase Customer Value = Continuous Improvement. Which leads to happier employees, customers, and higher profits”
– Professor Anthony
- General Management – strategy, performance alignment, execution for results
- Continuous Improvement in business processes and office administration
- Product, program, or special initiatives management to desired results
- Leadership and team development and accountability for higher performance
Vetting & Networking
“I either know someone or can help you find and evaluate the right partner ” – Professor Anthony
- Assess and understand if you have the right:
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- External accounting partner
- Banking partner
- Legal counsel partner
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- Requirements development, research, and select third party providers – e.g., marketing, CRM, payroll, financial reporting, technology support, etc.
- Participate in interviewing for key positions, role definition and critical attributes, and job responsibility and description creation
Levels of Engagement
Low:
Hourly as needed – advisory, brainstorming, periodic review of financials, strategy, and execution; advisory or formal board member.
Medium:
Consulting or managing a specific initiative or project that you lack either the capacity or the full capability to do well. Perhaps I cannot directly serve you, I can be a resource in helping you connect with the right partner for what you need.
High:
Part-time contract or fractional roles – CFO, GM, COO, Project Management.
Progressive Rate Structure Because…
I recognize there is a learning curve for me for what is unique about your business. But also, to infuse a sense of urgency to take advantage of my recommendations, implement, measure for impact, and then make any adjustments (PDCA – Plan, Do, Check, Adjust).