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Our friends and clients look to us, as accountants and business advisors, to co-create and co-develop solutions for their business. These tools are designed to assist you as you work on your business. From our Growth and Profit Solution (GPS) Diagnostic to the fraud prevention survey, you’ll receive immediate insight on your business.

  • How do you use a forecast to take the company to the next level of performance? The secret may be in using a “flash report”. The flash report will keep you focused on the key performance indicators that will drive your forecast. 

  • Take an afternoon to work “on” your business and not “in” your business with the Force Field Analysis. Identify things that if improved/changed would have an impact on the profitability of your company immediately.

  • What's your organization's climate? We invite you to take our survey evaluating the 10 key components critical to reducing your organization's fraud risk.

  • The Association of Certified Fraud Examiners (ACFE) indicates that, on average, an organization loses 5% of top-line revenue to internal fraud alone. Have you done everything reasonably prudent to prevent or detect fraud?

  • Growth and profits are key to the success of any business, but how do you get there? Understanding the key factors facing your business at any specific time is essential for you.

  • You can apply the Toyota Waste Reduction system to your business by identifying inefficiencies and, with your management team, put a plan to address these issues into place.

  • Develop a plan to reduce and/or eliminate the waste in your company. Areas include: Overproduction, Waiting, Transport, Inappropriate Processing, Inventory, Motion & Process Improvement, and Defects

  • Increasingly, businesses are looking for opportunities to profit by operating internationally. There are resources and infrastructure abound in the Houston area for those who want to go or grow the “international” in their business. 

  • Every business and employee has Key Performance Indicators. How do you start tracking KPIs in your business? The key is to focus on particular areas of concern.

  • We have outlined 10 steps, grouped into three distinct phases, which are designed to help maximize a company’s value upon exit.

  • So how do you effectively communicate with your employees and not waste time in meetings? Make no doubt about it, effective communication does not just happen. You must work on it and be consistent.

  • How can the corporate plan be modified to work for a middle market company? The answer is a one page plan. Creating a one page plan forces us to be nimble enough to quickly respond to opportunities and threats to the business.

  • What if you were to get a call asking your interest in selling your business? How would you react? There are questions to consider before you start down the path of selling your business.

  • Strategic planning is a key success tool, whether you want to grow your business or seek ways to make your business more profitable. Consider adopting these 10 resolutions for your business.

  • Exit Strategy: Planned or Feet First? You should start thinking about your exit strategy when you write your business plan. Use sell-side due diligence to prepare your company for a sale.

  • What is your Sustainable Competitive Advantage? Keep it simple. Start with what makes your business unique. What separates you from your competition and makes your clients keep coming back for more?

  • It is a best practice to be sell-ready, even if selling the company is not in the immediate plan. These are five steps you can follow to get your business sell-ready.