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Business
Operations

Like precise gears in a pocket watch, each component of your business must function both independently and cohesively with the rest.  Each part of your business requires your attention.  We are here to help you take a step back and optimize how to make them work together.

  • Inventory Management

  • Information Systems Optimization

  • Regulatory Compliance

Operations

Business Tools Development

Are you exploring the idea of a cloud based practice management software?

Do you need to manage a large data set of employee information?

Do you find yourself needing an intranet solution for your practice?  We can help you navigate a suite of options and implementation.

  • Information systems integration

  • Customer Relationship Management (CRM) tools

  • Inventory and Equipment Management tools

  • Other online business tools

Tools
Coaching

Coaching

Owning and managing a small business is an amazing journey - but you don't have to go alone.  We are here to walk alongside you and lend an ear to your trials and successes.  We provide third party objective advice on any aspect of your business.

  • New Manager Coaching

  • Conflict Resolution Strategies

Financial Management

Can you afford that wonderful new piece of equipment?  Are you able to expand to a second location?  It's great to have an excellent bookkeeper.  It's even better to also have someone that understands how the numbers affect the overall health of your business and helps you plan for the future.

  • Budgeting

  • Forecasting/Trending

  • What If Analysis

Financial
HR

People Operations Management

You've heard it before - "Your people are your most valuable asset." Where do you find those good people?  How do you train and keep them, and when do you know it's time to allow them to move on in their career?  We are here to provide you with the tools to manage those day to day HR challenges like a pro!

  • Recruiting and Onboarding Tools

  • Employee Engagement

  • Growth Planning

  • Coaching and Performance Planning

Marketing

Marketing

How well do you know your customers?  How well do they know you?  We believe that having a great website and beautiful print materials is just the tip of the iceberg when it comes to a solid marketing strategy.  This involves leveraging your business strengths to acquire and retain the clients that remind of why you're in business.

 

  • Brand Management

  • Target Market Analysis

  • Customer Aquisition and Retention

  • Collateral Materials Management

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