FINANCIAL PERFORMANCE
​We help improve your financial performance

Financial Performance

Marketing Services  & Applications
To Track And Improve Your Profitability

​We recommend and provide services as needed in the best interest of our client.

​We track and advise to balance financial goals to marketing and office automation costs. We think creatively and collectively to innovate and help you achieve your goals.  For example we may test a strategy, with a low cost, to trial for your benefit. 

We meet with our clients by phone or in person as needed.  Our meeting topics may include the following:

​MARKETING COST TO REVENUE CAPACITY - (ID underlying causes of shortfalls)
      Employee A     1600 HOURS   X      250 HR  =  400,000
      Employee B     1700 HOURS   X      340 HR  =  340,000
      Employee C     1500 HOURS   X        90 HR  =  135,000

PROCESS AND CLIENT ENGAGEMENT
Telephone techniques and client conversions
Intake process and tracking potential clients
                                                                                            
FINANCIAL REVIEW – (manage transparently)
Billable hours
Cash receipts
Aged work-in-process
Accounts receivable
Financial goal tracking​

MARKETING COSTS AND VALUE

​FIND HIDDEN REVENUE – (Innovate)
Billing realization
Leverage of joint work
Turnover rate of billings
  
EXPENSE REVIEW ​
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BUDGET VS ACTUAL RESULTS
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