Business Consulting

Our business consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues.

Through our approach, we actively engage as you explain areas with which you need help. From there, we help provide solutions. Either our expertise or through one of our business connections. A win-win plan.

We’ve included some areas of expertise below with which we can provide input. Perhaps you have heard of “big data” or “data analytics” and are not quite sure what it is. We can explain.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

Technology

Business Analytics

Information Management

Information Systems

Financial Consulting

We are well versed in financials. From historical financial reporting and audit compliance to financial projections anticipating the future, we have decades of experience.

We know the importance of the accounting and finance functions.

Our team holds Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) credentials.

What ARE CPA and CGMA?

CPA = Gold Standard

A CPA license is the accounting profession’s highest standard of competence, a symbol of achievement and assurance of quality. The CPA license has a long reputation as the gold standard for accounting and finance roles in the United States. Need way say more?

CGMA = Leadership + Technical + Business + People Skills / Finance + Operations + Strategy + Management

CGMA was established in 2012 by the AICPA and CIMA to recognize a unique group of management accountants who have reached the highest benchmark of quality and competence. The CGMA designation is built on extensive global research to maintain the highest relevance with employers and develop the competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements.

It is an achievement that demonstrates our competency in management accounting skills and our expertise in developing strategy that connects all aspects of business.

Active in Financial Executives International and the Indiana CPA Society, we are up-to-date on business and have built a deep network of colleagues. We are also members of American Institute of CPAs and Healthcare Financial Management Association.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

Management Consulting

We can provide tips on management best practices. From our experiences including CFO, executive committees of nonprofit organizations, and president of Financial Executives International-Fort Wayne Chapter, we are happy to share lessons learned and sound management practice. We want to help your organization improve. Our team can provide the external lens and advice.

Given our experience and exposure and relationships with many organizations, we are aware of “best practices.” You have a successful business to run. Day-to-day operations to manage. We can make help with recommendations.

We can offer suggestions on change-management, development of coaching skills, processes, policies and procedures, strategy development, operational improvement, and share tips on technology. We can even fill you in on the overlaps and differences of leadership and management.

We want to serve as your basis for recommendations with a view to more effective or efficient ways of performing business tasks.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

Technology Consulting

We LOVE technology. From our experience with accounting information systems to virtual technology, we enjoy unlocking its potential. Here’s where we can help: Given our technology acumen, we can provide suggestions on ways that you can leverage within your business.

We leave the heavy lifting to our technology friends. Though we are current on the latest technology, we serve as the connector. We offer suggestions to improve your operations. Turn data into insightful and meaningful information.

We specialize in strategy execution, leadership, and management through objective evidence. We support innovative approaches yet make informed business decisions through the lens of objective-based evidence. Technology continues to shape business. With it, we can help you turn data into meaningful information. Make sound business decisions!

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.