New Business

New businesses are usually 1-3 years old, independently owned and operated, limited in size and revenue, and are looking  for long-term, stable growth. Whether the business is brick-and-mortar, mobile, or online, small businesses can face any number of obstacles. Assistance with operations, hiring, credit, brand identity and more can help a business grow past the first three years.

New Business

New businesses are usually 1-3 years old, independently owned and operated, limited in size and revenue, and are looking  for long-term, stable growth. Whether the business is brick-and-mortar, mobile, or online, small businesses can face any number of obstacles. Assistance with operations, hiring, credit, brand identity and more can help a business grow past the first three years.

Some of our offerings include:

Finance/Accounting

Loan Recommendations:
Compare the business owner’s needs, financial statements, loan narratives, and credit history to existing lenders and their requirements to recommend the best options for loans. This includes likelihood of approval, best terms and rates.
Bookkeeping/Accounting:
Highlight opportunities for improvement in accounting procedures and financial condition and suggest ways to guarantee proper financial management and legal compliance.

low Management & Financial Statement Review:

Review the client’s financial performance indicators and use them to determine how the business will likely perform in the long-term. Give the business owner the tools they need to keep track of this independently. Both operations and cash flow are taken into consideration.
Marketing
Sales Strategy:
Educate the business owner on creating a sales strategy with a
system to manage it, including metrics, tactics, and team responsibilities. Begin or update a database of current customers, warm leads and potential leads.
Branding & Messaging:
Imagine how consumers view the business and its brand,
make sure the brand has meaning and value, and identify how it compares to competitors. Form a plan for brand development based on feedback. Provide resources to evolve and improve the brand based on consumer perceptions.
Web Development/Content Development:
Consult on the business’ website—it’s design and functionality. Suggest updates and resources for web design and copy writing. Form an action plan to keep the website a relevant and productive tool.
Social Media:
Show business owners how to use social media as a push/pull
promotional tool. Suggest which platforms are best suited to the business’ target audience and when it would be beneficial to purchase ads.
SCHEDULE A CONSULTATION
Some of our offerings include:

Finance/Accounting

Loan Recommendations:
Compare the business owner’s needs, financial statements, loan narratives, and credit history to existing lenders and their requirements to recommend the best options for loans. This includes likelihood of approval, best terms and rates.
Bookkeeping/Accounting:
Highlight opportunities for improvement in accounting procedures and financial condition and suggest ways to guarantee proper financial management and legal compliance.

Cash Flow Management & Financial Statement Review:

Review the client’s financial performance indicators and use them to determine how the business will likely perform in the long-term. Give the business owner the tools they need to keep track of this independently. Both operations and cash flow are taken into consideration.
Marketing
Sales Strategy:
Educate the business owner on creating a sales strategy with a
system to manage it, including metrics, tactics, and team responsibilities. Begin or update a database of current customers, warm leads and potential leads.
Branding & Messaging:
Imagine how consumers view the business and its brand,
make sure the brand has meaning and value, and identify how it compares to competitors. Form a plan for brand development based on feedback. Provide resources to evolve and improve the brand based on consumer perceptions.
Web Development/Content Development:
Consult on the business’ website—it’s design and functionality. Suggest updates and resources for web design and copy writing. Form an action plan to keep the website a relevant and productive tool.
Social Media:
Show business owners how to use social media as a push/pull
promotional tool. Suggest which platforms are best suited to the business’ target audience and when it would be beneficial to purchase ads.
SCHEDULE A CONSULTATION