When I start working with a new client the first thing I will do is meet to discuss the scope of work, timeline and budget to make sure we are a good fit. Once we have agreed on the work to be performed we will establish a time line, key milestones and we will get to work helping your company become more efficient. We believe in open honest communication. Our goal is your 100% satisfaction!
I have a client that is in the medical transportation business. I have been working with this company for the past year and a half. I was retained by the owners as a consultant early in the planning stages. I have been able to assist my clients with legally establishing the company, drafting the operating & contractor agreements, payroll processing, credit card processing, employee benefits and business funding. Our goal is to form a lifelong partnership.
I have been an entrepreneur for over 20 years and I have 20 years of experience in banking and financing. Because of my background I am uniquely positioned to understand your needs and deliver a custom solution to solve the challenge.
I held several area manager position for publicly traded financial service organizations and I noticed that the small clients did not have access to the same tools as the larger clients. In some cases I believe that access to these tools made the difference between the success and failure of a company. Typically a business owner would need to maintain several different relationships to manage the day to day business of being in business. Our firm was founded to assist entrepreneurs manage the business that is not their core business. We provide access to several different essential services with one point of contact. We save our clients time allowing them to focus on what they love to do and relieve them from the responsibility of manage multiple relationships for non revenue generating task.
Why are you looking to make a change? What is your timeline? What is your budget? What will it cost you if you delay making a decision now?
We provide a variety of different services. Some of them have standard pricing and some of them are unique projects and are priced accordingly. Our goal is to deliver value that is 10 times the cost of the service. If you spend $100 with us we strive to provide you with $1000 in value. Everything we do is centered around your success. If you win we win together!
I have had the privilege of working with several types on businesses including:
- Medical Practices
- Professional Offices
- Private Schools
- NonProfit Organizations
The best piece of advice that I could give a client looking to hire a professional like me is to get to know the persons professional style, make sure that they see your vision and that they are focused on building a lasting relationship not processing a transaction. Find someone that takes a genuine interest in your success and is passionate about helping you achieve your goals.