Services

Establishments are often viewed as the fundamental unit of economic analysis because innovation, wealth generation, entrepreneurship and job creation all manifest themselves through the formation and growth of such workplace

- Geoffrey West, SCALE

FORMATION

Business Formation and Structure

Intellectual Property

Contracts/Agreements

Accounting Systems

Audit

Internal Audit and Risk Advisory

Tax Consultancy

digital transformation

Customer Network Strategy Generator

Platform Business Model Map

Competitive Value Train

Data Value Generator

Convergent Experimental Method

Divergent Experimental Method

Value Proposition Road Map

Disruptive Business Model Map

Disruptive Response Planner

IMPROVEMENT

Business Model Canvass

Pitch Decks/Business Plan

Project Feasibility Study

Operations Management Plan

Time & Motion Study

Design Thinking with the following deliverables: Personas, Journey Maps, Prototypes, Presentations

R&D in: Finance, Legal, Supply Chain, Strategy, Information Technology and Customer

How fraud was conducted and Preparation of Civil and/or Criminal Complaints


WORKSHOPS

Financial Management

Tax Management

Fraud Detection

Obligations and Contracts

Pitch Decks

Business Model Canvass

Handling Administrative Cases

Google Drive/Advanced Spreadsheets

Design Thinking

Our Process

STEP 1, INITIAL CONTACT:

STEP 2, DISCOVERY:

  • We will conduct a file review and discuss your expectations and preferences

  • We prepare and present service option(s) in a proposal for your review.

  • You review our proposal for questions or adjustments.

  • You select your service and accept the agreement.

STEP 3, GETTING STARTED:

  • Discuss roles and communications

  • Discuss details on accounting module/files process

  • Start creation of Client Procedures Manual (CPM)

STEP 4, SYSTEM SET UP:

  • Access accounting modules and client files through Clients page

  • Clean up chart of accounts

  • Clean up balance sheet accounts

  • Set invoicing schedule and processes

If Needed:

  • Perform back work on previous months

STEP 7, IMPLEMENTATION:

  • Financial statements, reports and files are sent to client

  • Implement financial dashboards