Financial planning, business consulting and general management services for small business and non-profit organizations.

Provides Benefits of Packaged Services

  • Provides The Next Level℠ input

  • Gives access to professionals

  • Provides a routine Business Review

  • Fosters learning and exploring concepts

  • Combines different planning methodologies

  • Streamlines planning into simple steps


Contains Essentials of a Routine Review

  • Routinely conducted by firm management

  • Focus agenda on performance and progress

  • Content addresses past, present and future

  • Meeting minutes summarized in outline form

  • Review most significant operational factors

  • Lists status and responsibility of Open Issues


Makes Available Additional Options

  • Introduction of future periods reflecting trends

  • Assess progress of completion of key actions

  • Define priority, responsibility and completion

  • Discuss greatest impact of economic trends

  • Review of technical competitive conditions

  • Compares past to projected financial periods