Operating Solutions for Your Growing Business
Letting Us Do the Work
We start by listening. We're looking for how customers are cared for, how paperwork is kept, and track everything that needs to be done. Our goal is to work with you or to do the work that you can’t do on a day-to-day basis. You are a clinician or technician and don’t want to be bothered by the behind the scene details of running your business. We will sweat the details; seek to put procedures and policies in place (per your approval) so that the business runs efficiently every day. If a manual of processes is needed we will write it (per your review) and use it with each new hire to implement regular accountability and interaction. Here is a list of items we will review immediately:
Operation Support
This is where most small businesses grow weary …
Business Systems Operational processes and how you use them
Time Management How you and your staff schedule and prioritize your time
Contact Management How you manage information about people with paper and computers
Project Management How you keep track of tasks, delegate, and report on completion
Document Management How you file, store, and retrieve documents, contracts, etc.
Business Strategy
Knowing the daily accounts without the bother of balancing books
Revenue Sources of income and customer base count and how it has changed over time
Billing How you invoice and collect, who collects delinquent accounts
Bookkeeping Your process for tracking revenues and expenses
Big Ideas Identify goals and vision for expanding the business
Investments How you are using profits
Succession Staff structure, contracts and exit plan
Client Acquisition
Learning how to gain and retain clients …
Groups Your level of participation in different organizations
Tools How you manage contact information and social networks
Methods What makes prospects, clients, and referral sources call or contact your company
Investment How much time and money you and your staff invest on networking and marketing
Horizon What opportunities you see for personal and business growth
Goal: To make the business run efficiently
Our daily routine will help you do your work more efficiently and bring processes that help bring ease of information gathering for you. Time can be a huge waste of resources and we will seek to improve time use so that more customers can be served each day. This is where we begin to show value for our services by adding revenue to your bottom line rather than another monthly expenditure.