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A unique 10 step process helps you grow your business, improve your lifestyle and increase your profits significantly.
"Our business is adding value to your business"
In addition to the traditional services of an accounting firm, such as expert advice on tax and financial issues, LOMBARDI, CLAIRMONT & KEEGAN have invested in systems designed to make your business better, more profitable and more valuable. Here`s how we work with you to develop the true potential of your greatest asset:
1. A preliminary "Assessment"
To gauge the level of results you can expect from your business, we`ll ask you to complete a preliminary questionnaire. Using software tools designed to identify and quantify your potential for profit improvement, we`re able to tell you just how much improvement you could expect using the techniques and resources available to us.
2. An initial "Consultation" ensures there`s a match
At this stage we present you with a summary of the improvement potential within your business. You see some of the processes used and how together we will approach improving your business and its return on your investment.
3. A more detailed investigation maps a "Course of Action"
Next, we ask you to complete "Business Development Questionnaire". This gives you instant insights into the challenges you face and what needs to be done to positively deal with them. This helps us identify the strategic opportunities that come from the way you do business - your business processes - and we provide you with a documented analysis. This will help you see and develop a course of action made all that much clearer by your next step...
4. Your strategic "Vision" decided
Most business people only have a "hazy" vision for the future of their business. To really achieve improvements it`s important to turn that vision into a crystal clear picture. From there you can work back to where you are today, identifying all the strategies you need to implement to achieve your goals. We use a Planning Session for that purpose. At your Planning Session we review with you the key issues you face and the potential solutions. Here you will really start to see how the process comes together and why it`s just so important to develop your business even further right now. As a result...
5. A "Plan of ACTION" will be advised
We`ve found clients do better with "Action" plans rather then lengthy, heavily worded business plans. You`ll receive a results oriented action plan that`s easy to relate to and more importantly - easy to implement. This plan provides you with the basis for moving forward with your business development. With clearly defined goals and dates to achieve them by, you and your team have far more direction and far more likelihood of success.
6. Your customers often have all the answers
To really create a successful business you must know exactly what your customers want, and interestingly, what they find frustrating when dealing with your business and your type of business in general, and with your business specifically. That way, you can adopt strategies and business processes that make yours the specific business within your industry they prefer to deal with. Addressing your customers issues gives you a great opportunity to create a competitive edge for your business, an edge that means you could for instance, move away from competing on price and continue to capture more and more customers. A "Client Advisory Board", where we sit down with customers and listen to them in a special, structured way is a major key here and an invaluable way to add value to your business. As a RAN ONE Accountant, we know precisely how to facilitate yours, using a turn-key approach with selected customers to mine critical information.
7. Your team has even more answers
Your employees play a vital role in how well your business meets customers` expectations. Better yet, your team deals directly with client issues on a day to day basis. Often, that means they have "hands on" insights you could benefit from. A "Team Advisory Board" (much like your Client Advisory Board) generates strategies that improve the processes within your business. We have protocols for working with your people to develop a customer service plan that directly answers the feedback you receive from customers and team members alike - instantly improving your business.
8. An entirely different kind of "Audit"
At LOMBARDI, CLAIRMONT & KEEGAN, we like to look at a business as a collection of people performing a wide range of activities or "processes". How well these activities are completed ALWAYS determines the outcomes or results your business achieves. We find most businesses have not truly systemized their processes. The result being that those outcomes are often random and many business people are left feeling they lack real control. Improving business performance is fundamentally then about improving the key processes within your business. We use a system to analyze the processes that compromise your business and its activities and identifies with you and your team which processes need to be re-designed for far better results.
9. Your key business "Processes" - a system
From there, we can work with you to document the elements of your business and its processes. This gives you a documented system that allows you greater control over your results, by defining exactly how each process is to be completed. Again, you get better control AND outcomes. Another consequence is critical. The value of your business increases as your business moves more and more towards being a turn-key "system" - a system that produces expected results.
10. Your financial plan and NEW "KPI`s"
Imagine having a control panel on your desk, much like the dashboard of your car, with gauges and signals that tell you instantly how your business is travelling. Compare that to the hectic, reactive nature of most businesses, large and small. Your "Key Performance Indicators" (KPI`s) and your Financial Plan offer that level of control for your business just like your dashboard. Called your "Management Control Plan", these KPI`s and financial projections help you track your progress. They tell you what is going on in all the key areas of your business and enable you to respond quickly to changes and new situations - that way generating optimal profits for you. It`s important that we play an ongoing role here; using software, your Key Performance Indicators and your financial position are tracked. Its importance could be compared to watching your speedometer and fuel gauge when you`re on the road.
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A unique business development process