Our Process


We see the totality of the client situation quickly and accurately. Then we determine the proper course of corrective, effective, efficient action immediately using the tools and resource already at the client’s disposal.
Examples of follow up actions that we take include:
  • Create a revised financial plan.
  • Prepare or review and discuss cash flow projections / forecasts with clients.
  • Develop goals for paying salaries or dividends while ensuring that our clients maintain the adequate cash cushion needed to support their current operations.
  • Refine the client’s ability to integrate the operations / project management needs with the financial resources available.