Taking this assessment is simple. Just answer yes or no to the following questions. You may be surprised.

Does your accounting or advisory team..?

  • Identify opportunities for your business’ growth and improvement rather than simply ‘crunch’ your historical figures?
  • Provide ideas on ‘how’ to make those opportunities work?
  • Help you identify your vision for the future of your business, your goals and the steps to get you there?
  • Help you create a regularly updated ‘Action Plan’ to achieve those goals?
  • Charge you a yearly, all inclusive fee paid monthly, rather than an hourly rate thus offering you better value and service?
  • Show you how to better involve and build your team so they treat their work much more than ‘just a job’?
  • Offer dynamic customer service training for your team?
  • Offer assistance on how to convert more sales over the phone or face to face?
  • Provide feedback and new ideas on your marketing and advertising to generate a much better return for your dollar.
  • Help you address management and personnel issues?
  • Establish Key Performance Indicators to track the critical success factors of your operation?
  • Proactively monitor your progress on a monthly basis so you can adjust quickly to maximize profits?
  • Help you establish systems that allow you to take the ‘pulse’ of your business, better control your activities and know exactly where you stand at all times?
  • Find ways to help you ‘work ON your business rather than IN it’ and so assist you in realizing a better quality of life and more free time?
  • Work to constantly increase your financial rewards?
  • Institute strategies for the future – make your business a more valuable AND ‘realizable’ asset by sale or succession?

 

Note: If you answered no to six or more of these questions, you may want to consider contacting Palguta, Yutzy, and Company. (Their clients would have answered yes to all)

 

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