Business Plan Builder

Create your business plan for next year and the years to come. We’ll talk about your business, your competition and what makes you different, your customers and your marketing strategy, your budget and the financial plan, the people in your organization and HOW you are going to get from where you are TODAY to where you want to be.

When we finish the business plan, you’ll be able to share your vision and dreams with bankers and those who need to know you have a plan for growing your business.

Cash Flow Management

Improve profits and make operational decisions more effectively. Learn an 8-step approach to better cope with seasonal fluctuations and avoid money crunches. Examine why cash flow is important and discover the warning signs of cash flow problems.

Management Control

Key issues in this seminar are management and leadership, technical/human conceptual skills, work planning, motivating employees and management by exception. Learn a 4-step approach to develop your own effective management style.

Time Management

Regain control of your time, business and profits. Follow a 7-step process to dramatically increase your knowledge of business and become a more effective time user. Treat time as one of your assets, define management functions and task time requirements.

Human Resources

A 7-step approach shows you how to avoid most of the commonly observed people problems. What skills does your organization need? Where are they? How do you get them? Discuss training, motivation, evaluating and compensation. People are one of your greatest assets — effective use of this asset determines how well the non-human assets can be used.

Marketing Communications

Build a marketing plan to understand your competition, identify options, set goals and objectives. Determine what, how much and why you do marketing. Marketing Communications is a 9-step approach to serve as the link between your business and your potential customers. Make the most of your businesses advertising and public relations efforts.

Strategic Analysis

Answer important questions about your business — where are we? Where do we want to go? How do we get from here to there? Learn key planning tools to develop your business strategy and operational plan in this workshop

Forecasting

A 7-step approach to analyze your current and projected business structure. Determine reasonable growth patterns. Calculate breakeven and capacity of your organization.

Target Marketing

Build an effective Target Marketing program. Examine the Marketing Concept, who are/will be your customers? Consider advertising vs marketing. Discover an 8-step approach to simple, direct and effective marketing and identify those segments of the market most apt to become your customers.

Financing

Examine why financing is important. Learn a 6-step approach to developing an adequate financing planning strategy. Key issues include capital vs debt, abuses of funds, sources of financing and risk assessment. Analyze financing needs and avoid problems caused by inadequate capitalization, excessive debt and poor borrowing habits.

Inventory Control

Learn a 5-step approach to establishing an effective inventory control program. Understand the sequence of activities that should be used to protect and manage this important asset. Effective inventory control creates increased sales and profits.

Credit & Collections

A 5-step approach to controlling credit and collections from your customers. Credit can stimulate sales, broaden your customer base, encourage additional purchases and generally facilitate other marketing activities.

Credit can be an important tool, but like any tool, to be effective it must be used correctly. Handled incorrectly, credit can cause an over-investment in accounts receivable, large bad debt losses and even eventual business failure.

Knowledge Management Systems

This module is a 6-step approach to effectively understand and control operations, and to be able to position your business to respond to change. Establish your people, process, technology and knowledge. Build an informational map. Respond to critical issues of a constantly and rapidly changing business environment.

Business Counselor

Our Online Seminars are Common Sense Counseling topics, designed to help you bring your business under control, one issue at a time.

• Work through each topic at your own pace.
• Step-by-step instructions.
• Real-world examples.
• Worksheets that you can put to work immediately.

Each Online Seminar will guide you in a private workshop environment. Email our CPA's as you work on your own and receive the individual attention you need to move your business to the next level.

Tax Advisor

Sharing our favorite tax strategies to help you plan your tax liability and pay the lowest, legal tax possible. Tax planning happens year-round — no more surprises at tax time.

• Hundreds of strategies for lower taxes
• Weekly emails to bring you timely ideas
• Online Advisor Newsletter for tax planning tips
• Online tax tools – Calendar, FAQ search, Quik-Guide

Meet with your CPA online, complete your Personal Tax Organizer and retrieve your completed tax returns anytime with your Private Tax Portal, available 24/7.

Human Resources Director

Personal service from leaders in the HR industry and our full-service HR portal. Your complete source featuring:

• HR guides, documents, forms, job descriptions, policies, handbook wizards.
• phone and email support hotline
• screening center for background checks
• best practice and legal compliance information for federal and all states, HR newsletter and tips every week

Everything a small or mid-sized business needs to protect their business and to manage, develop and grow their workforce. Reduce your HR administrative headaches today.

Marketing Consultant

One-to-one marketing support from our advertising reps, graphic designers and marketing consultants. Find the "Strength Behind Your Image" with full-services for:

• Logo, brochures, graphic design and promotional items
• Website design and email marketing strategies
• Weekly marketing tips

Marketing Consultants who listen to your marketing objectives and evaluate each need, then offer the services and products needed to implement your unique marketing plan.