WHAT IS AN ASSESSMENT?

1. Our job is to educate small business owners on the business of their business.
This includes calculating their true cost of goods sold, establishing their break-even, giving them correct percentages for labor & overhead, identifying profit lost through cracks in the business, talking to them about exit or succession strategies, reviewing ways to ease stress, increase market share, improve and stabilize cash flow, maximize share holder value, assure they are organized as a corporate structure and not a Mom & Pop company, review profit and expense controls and their ROI on sales and marketing expenditures.

2. To do this we perform an assessment or analysis of the business, using the last three complete years’ P & L, Balance Sheet and Tax Returns,

3. We teach our clients to treat profit as an expense to guaranty they will always
make a profit

4. We teach our clients to use accrual accounting, not cash, to accurately reflect their finances
       CPA uses Sales -Expenses = profit (by default)
       We use Sales-Profit (by design) = Expenses
       Saving $1 in lost profit is the equivalent of increasing Sales x 4

5. We show our clients how to keep at least one month’s Operating Capital in the bank.

6. We show our clients why a receivable is a negative asset and how they
can bring in cash immediately by collecting outstanding receivables.

7. We look for problem costs.

8. We give the client an oral and written report of everything we find he is doing to make the business successful as well as the things he is doing that is, or could be detrimental to his business.