1. Prepare annual company budgets with breakeven levels and profit goals for desired owner salaries and return on investment. Compute periodic sales targets to achieve budgets.



2. Set up executive trends report and instruct company personnel on monthly updating. Identify and begin to track initial key performance indicators.



3. Conduct an annual planning session for key managers to set an action plan and goals for the coming year.



4. Basic personal financial planning consultation, including net worth analysis, setting of goals and computing funding targets to achieve goals.



5. Pre-year-end tax planning review and forecast of tax balance. Strategy setting for reducing taxes. Review of investment portfolios.



6. Ongoing periodic analysis and interpretation of financial statements, with written or e-mail commentary for consideration and action. However, ALL final management decisions are yours alone.



7. Attendance in an advisory role at your periodic management meetings. However, ALL final management decisions are yours alone.



8. Annual business performance review using our specialized financial analysis software to analyze key financial ratios.



9. Participate in the Business Getting Results, a monthly roundtable meeting of business owners to discuss topics related to increasing revenues and profits.



10. Annual profit improvement potential calculation to review business potential and increase profits using the Four Ways to Grow a Business.



11. Business succession planning to prepare for inheritance and protect assets from tax liability.

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