Where is Your Next Level??

​Organizational Strategic Planning
As businesses and organizations grow and mature, they frequently need a plan of action to get from where they are to where they want to go.  Attempting to undertake this journey without a plan is not wise.  Instead, businesses and organizations would serve themselves wisely by ALWAYS having a strategic plan in the works.  However, not all strategic plans are the same.  They serve different functions according to the business' or the organization's stage in the Development Life Cycle.  CEO Services can assist your organization with the journey to the next level. ​

Management/Organizational Systems
(for businesses with growth/experience issues)
When a business grows beyond the “Mom & Pop” space, there comes a need to run the business more like a business - instead of as a hobby or as a community service.  As a business matures, there is a need to develop effective systems for all organizational functions: sales & marketing, operations, finance & administration, and executive management.  Mature businesses have processes, procedures, controls, reports, and standards of performance.  If you want to take your business to the next stage in the small business development life-cycle, or if you are having issues affecting bottom-line profitability or efficient management, then schedule an appointment and get your issues resolved.  Call or E-mail now …
 
Community Organizations/501(c)(3)
(for activists & advocates serving the community)
Once you've made the decision to fill a void in your community with a nonprofit community service then don't let the maze of paperwork bog you down. Let's CEO services group expedite the paperwork needed to secure your 501c3 tax exemption. Position your community activities for tax-exempt donations and for grants. Learn more here ...
 
 C.F.O. Project
(for businesses that need to establish or develop a viable financial management system)
In some instances, businesses may need the services of an seasoned financial manager to fill a specific position for a limited time. Each of the following situations are good examples of when such an individual is needed:

  • When a key financial manager abruptly leaves the business and the remaining owners must immediately fill the financial management void.
  • When a special opportunity presents itself and must be seized immediately, except that financial management controls and systems must be in place. If not, the opportunity may be lost, or, even worse, another business may seize the opportunity before you.
  • When an entrepreneur starts a business that requires financial management skills that they do not possess (in addition to the skills to deliver the core product or service). Such skills include cash flow analysis and projections, bidding & estimating, financial statements & reports, profit planning, etc.
  • When a business owner must concentrate on generating business for the company and does not have the time to devote to developing or managing each financial detail of the organization
 
 The CFO Project (staffed by a Project CFO) is full-time, on-site performance as the company's chief financial executive; responsible for all financial functions, and the development of all key financial personnel. Controls and systems installed include: cash flow analysis and projections; bidding & estimating; purchasing; overhead allocation; customized spreadsheets; financial statements & reports; and profit planning.
 
The CFO Project also provides customized and specific training and development to the individual assuming the role of the chief financial officer after the project is concluded. That way, the incoming CFO will have a fully developed financial functional at their disposal, rather than having to expend the time and resources to build one from scratch.
 
The Project CFO takes or assumes no responsibility for any matter of payroll, for the processing of payroll, or for the payment of payroll taxes. Likewise, the Project CFO will not have authority to sign company checks or drafts, or to directly access any bank account. 
 
The CFO Project is delivered in whole month increments (e.g., 30, 60, or 90 days). Call or E-mail now …
 

 Pre-Venture Strategy Sessions (Idea Development Consultation)
(for owners planning a new venture or a new partner) 
Anytime you're planning a new business venture there are hundreds of things that can go wrong if not planned correctly ... and, you're a genius if you can think of half of them. Get your ventures started in the right direction. Save yourself a lot of time a lot of money and a lot of frustration. The idea development Consultation is an excellent way to get a fresh set of eyes and a fresh perspective to give you crucial feedback at a crucial stage. Before you take the time to write a business plan and before you start spending serious money, take the time to understand what will make your venture a success. Learn more here ...
 
Full-Service Entity Formations 
(for funded ventures to include BOD meeting - ALL I’s & T’s)
Forming a entity for your business venture is more than filing articles or a DBA. Don't waste a lot of time researching a one-time process. Whether you're forming a corporation, or a LLC, or some other joint venture, let CEO services group form your business entity the correct way so that you won't have any issues after the money starts flowing. Call or E-mail now …
 
Best-Practices/Work-flow Implementation
(for increased efficiencies & performance)
When a business grows beyond the “Mom & Pop” space, there comes a need to run the business more like a business - instead of as a hobby or as a community service.  As a business matures, there is a need to develop effective systems for all organizational functions: sales & marketing, operations, finance & administration, and executive management.  Mature businesses have processes, procedures, controls, reports, and standards of performance.  If you want to take your business to the next stage in the small business development life-cycle, or if you are having issues affecting bottom-line profitability or efficient management, then schedule an appointment and get your issues resolved.  Call or E-mail now …
 
 Licensing & Franchising
(for profitable businesses and for recognizable products)
Do you own a specialized or unique product … OR, an innovative or revolutionary process … OR, a recognizable and profitable brand?  Making money off of someone else’s idea is a time-honored tradition.  Be the idea! Selling your product or service outright may not be in your long-term interest.  Consider licensing and franchising to develop long-term, if not perpetual, revenue streams.  In exploiting franchising opportunities, the biggest obstacle remains formally developing, systematizing, and proceduralizing ALL aspects of business operations and activities … yes, even the ones in your head!  To properly do so, each functional area of the business (executive management, sales & marketing, operations, and finance & administration) needs examination and analysis. From job descriptions, to sales quotas, to invoicing and collections. Only after thorough examination and documentation can you truly offer a "turn-key" business opportunity for someone else to operate. Additionally, franchising or licensing fees may be generated by providing some level of continuing technical assistance to the franchisee or licensee.
 
CEO Services Group provides the management consultation necessary to effectively capture the essence of your business operation, and to document all management systems and procedures so that the end user receives a fully turn-key operation. Let CEO Services Group develop your licensing and/or franchising platform.  Call or E-mail now …
 
 QuickBooks Accounting Software
(for initial set-up, for training, or for EOY clean-ups)
Get all of the QuickBooks help that you need to install and use the software for the first time, to train your operators on correct posting procedures, and to analyze/correct past postings.  Service options include: on-site training and scheduled visits.  Let CEO Services Group handle your QuickBooks so that you can spend your time running your business.  Call or E-mail now …
 
Small Business Certifications/Registrations
(for M/W/V/D & public contracts)
In order to compete for contracts from any government agency or from most major corporations/organizations, a business will need to be certified at one or more levels.  Certification and registration serve to demonstrate that your business is a mature operation capable of meeting the demand and quality and price point(s).  All certifications are not the same – there are different levels of certification.  Additionally, certification and registration are not the same process. Let CEO services Group navigate the maze of requirements so that you can spend your time running your business.  Learn more here ...
 
New Business Development Strategy Sessions
(for diversification planning)
One form of growth involves business development: finding new customers for existing products, and finding new products for existing customers.  This strategy session starts with establishing the Features, Attributes, and Benefits, as well as current customer profiling.  In many cases, the product or service may have to be changed or modified in some form.  This may include changes to ingredients, modifications to packaging, and setting of multiple pricing levels, etc.  Let CEO Services Group assist you with developing a growth strategy that introduces your products to new customers and that introduces new products to your existing customers.  Learn more here ...
 
Trademark & Copyright Applications 
(for businesses or individuals that want to protect their image or their work of art).
Protect Your Rights in the U.S. and abroad.  Your company's use of a logo or brand name, and the use of any original creation, is a right that you can protect. If your company has spent thousands of dollars in marketing and promoting it's business, then the last thing that you want is for another company to steal that which identifies your company. Additionally, if your company has created an original work such as a book, or a song, or a musical composition, then your company has the right to control the use of such work. CEO Services Group has the expertise necessary to insure that your business rights are protected. Call or E-mail now …
 

 
Monthly Bankruptcy Reporting
(for filers of Chapters 7, 11, or 13)
When one has to make use of the US Bankruptcy Court, then detailed reports and disclosures have to be prepared.  In many cases, this information has to be reported on a recurring basis.  Let CEO Services Group prepare your reports so that they meet reporting requirements and do not raise red flags.  Call or E-mail now …