| Fractional CFO |
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| 95% of Small and Mid Sized Company Owners Fail to Achieve Their Goals |
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We help Owners/ CEOs Overcome Barriers to Achieving Their Goals
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C-LEVEL Services provides "as needed" expertise in finance, accounting, strategic planning and other diverse management projects. We work at a senior level, counseling ownership, top management and guiding existing staff toward the creative solution of complex financial problems, development of strategic initiatives, development of improved management systems and inspired teams, and innovating to disrupt markets. You get not just advice but expertise to help implement changes that will improve your organization and its ability to reach the goals you set. We help both for profit and not for profit organizations.
Mr. Owner, wouldn't it be great to have access to a top level financial executive to help you with:
- complicated decisions that can have a major impact on your business;
- cleaning up your financial records and giving you the timely information you need;
- setting up a quality human resource system to hire and inspire top performers;
- managing the use of technology in a cost effective manner;
- gaining control of your cash flow;
- planning and reaching the future you are dreaming about;
- risk management and the cost of employee benefits;
- negotiating legal agreements without spending and arm and leg on attorney fees;
- creating and harvesting value from your Company?
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| Discover Great ROI |
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For the first time you can now afford the expert help normally available only to large companies! C- LEVEL Services provides a unique service to CEOs, Presidents, Founders, and/or Owners of Small to Medium Sized Enterprises and Not For Profit Organizations not found anywhere else.
Our unique service gives you access to operating and financial expertise formerly available only to larger organizations but at a much lower cost than a full time executive.
As your fractional CFO, we agree to a set monthly fee as a retainer for an estimated number of average monthly hours that will be needed to help our client achieve their goals. This amount may be adjusted over time based on our clients needs. We also are available on a project basis for short term .
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| How We Help You Achieve Your Goals: |
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As a CEO you already have too many details to keep track of. There are daily crisis to take care of. Everyone is clamoring for your time and attention- clients, vendors, bankers, investors, salesmen, employees and yes family and friends. Your time is at a premium and your stomach is constantly tied in knots.
You and your company may be exhibiting reactive behavior evidenced by some or all of the following:
- stress,
- confusion,
- frustration,
- fear,
- decision paralysis,
- fear of change,
- poor results,
- survival mode,
- significant time spent grappling with cash flow issues like vendor problems, slow paying customers, and just meeting payrolls
C LEVEL Services can help! We help fill in the holes your organization develops and help you grow not just survive. |
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| We want to help you develop a renewed passion for what you are doing! |
| C LEVEL Services provides successful C Level executive brainpower to help break down barriers standing in the way of YOUR SUCCESS, at a fraction of the cost of a full time executive. Get CFO, COO, even CEO caliber talent PLUS a proven Coaching System that not only includes you, the CEO/ Founder/ Owner, but your management team and even whole staff as well. |
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| We are a smart, cost effective way for you to improve your results and get a trusted confidant! |
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| We help you implement change not just advise or teach or coach. |
We become valued part of your team- not an outside consultant who leaves you at the end of the day to yourself, or a professional who has never actually run a business on a day to day basis. We add a strategic layer to your decision making that helps keep your future in focus and move your whole team from simply reacting to daily issues to actually grabbing control of the reigns to a targeted and successful future.
See Our Successful Results |
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| What C LEVEL Services Does: |
C LEVEL Services stands in the gap to provide the highest quality ongoing expertise to help CEOs achieve their organization s objectives. Typically our services are centered on 4 measurable areas:
- Growing revenues (both current lines of business and development of new lines through start up or acquisition.)
- Decreasing costs by operating better, faster and smarter
- Finding needed capital for survival and growth
- Build Company Value to create wealth
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| Our process was fine tuned in the fires of day to day operations! |
| We help our clients segment management into three tracks: See Our Growth Acceleration Process Overview |
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| Optimization Strategy Innovation |
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We help our clients correct barriers to their success and growth in their current organizations and plan for and make necessary changes to improve their future and reach their goals.
This process results is the value of the organization increasing.
Then .We also help you protect the value of the organization (including planning personal asset protection) and harvest that value when you are ready.
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| How C LEVEL Services Differs: |
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C LEVEL Services is Strategic and Forward Focused in nature as opposed to the normal historical focus and tactical nature of other options. We take a long term, principle based, strategic and creative approach to solving the issues facing every organization by standing in the gap facing most CEOs and keeping long term objectives in clear view
C-Level Services uses a Proprietary PROCESS
- A Company Assessment and review of Goals is our first step
- Cash Management and Controls are implemented along with our other Process steps
- The relationship includes a monthly Session with the CEO each meeting includes analysis of results vs plans and development of a pathway to Growth and Continuous Company Improvements
- Monthly one on ones with key management staff to track accomplishments and unity of purpose with the CEOs objectives
- Ongoing Development and Analysis of improved historical financial statements and key performance indicators to determine variances so you can gain control of your destiny instead of just reacting to the next crisis
- Brainstorming creative options for growth through expansion, new markets, new products, new lines of business, new business models, etc.
- Determine leverage points in the Company that will improve operational results; create innovations; implement Continuous Improvement Processes; remove negative feedback loops in current processes; and create improved cash flow;
- Advisory Services on decisions that need to be made to create processes, solve problems or take advantage of opportunities
- Relationship of honesty, openness and trust
Advisory services are available including those normally provided by a Chief Financial or Operating Officer of a large enterprise, including but not limited to advice and follow up on:
Strategic planning
Decision support
Capital raising- both debt and equity
Mergers and acquisitions
New business initiatives
Human resource issues
Incentive plans and employee motivation
Business modeling, with what if analysis
Effective use of technology
Accounting and tax planning
Review & reduction of expenses
Risk management
Negotiating of resources needed for the business
Personal asset protection
Developing and reviewing operating key performance indicators
Advice and oversight of systems and procedures development
Review of legal documents for financial and operational implications
Such other advice as the CEO requests
Note: some of these services may lead into additional consulting projects- see Consulting and Coaching |
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| Here are some of the benefits you may achieve: |
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Increase SalesView
Our business development alliance has proven development tools and training to dramatically improve you top line results.
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Increase Your Bottom LineView
We do cost a cost reduction analysis looking through the details of every line item to find ways to reduce costs. We also help to identify leverage points to improve and streamline operations producing better bottom line results. Your best consultants for improving your results already work for you! We help bring out the creative energy needed to take advantage of their knowledge in order to improve your results.
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Improve Cash FlowView
Cash is the lifeblood of any organization. We work with your staff to set up cash management systems to maximize the flow of cash into instead of out of the organization.
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Turn around OperationsView
Turn arounds are painstakingly tough, but can be achieved. We have successful experience in taking companies that are on the edge of survival and breathing new life into them.
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Develop New Business InitiativesView
We advise on using a workable and proven Strategic Planning and Innovation Process to help our clients take control over and change their future.
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Gain Peace of MindView
C- LEVEL Services is a trusted business advisor. Our goal is to have a long-term business relationship with our clients, similar to those that our clients have with their other trusted advisors. You develop a new peace of mind that you have control over the future of your business and are not just reacting to each new crisis that comes up.
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Find Goal ClarityView
We work with our business owners to create goal clarity and a needs analysis. We try to understand the specific prioritized goals that our clients want to achieve. We then work with the business owner to create strategies to achieve these goals.
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Concentrate on Building Your BusinessView
Using C-LEVEL Services allows the Owner/CEO to focus on sales, marketing and innovation aspects of the business.
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Create an Inspired TeamView
Your people are your human capital and the foundation of a success future. We have the experience to counsel owners on how to hire, train compensate and inspire top performance.
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Manage Business RisksView
Help to integrate risk and compliance management into the overall business strategy and execution to assess, manage and protect against business risks.
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Successful Exit StrategiesView
Business owners dream of the day they can harvest hard earned value from their organizations. We assist with the important elements of building company value and help the owner with successful exit strategies.
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Here are some results our clients have found we provide:View
- Drive more potential customers to your business,
- Sell a higher percentage of them,
- Service them better so they come back again and again,
- Hire, train, and motivate your staff better,
- Systemize your business to free up your time,
- Create a better balance between home and work,
- Become a better leader,
- Understand and manage your finances better
- PLUS MORE
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| A PRELIMINARY CONVERSATION WILL COST YOU NOTHING. |
| If we ve piqued your interest, why not call us today at (757) 639-8856, and request a free consultation. If you prefer, E-mail us with a question. We ll be happy to respond within 24 hours. |
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