...doing the right things....

Once the right people have been identified, we need to make sure that they are doing the right things. By this we mean that the processes and work-flows that we are using, or that we are recommending our clients adopt, are necessary, efficient and appropriate. One of the strengths we bring to our clients during engagements, is the ability to review a business existing processes and quickly identify opportunities for improvements, potential control concerns and mismatches between what needs to be accomplished and the person who is currently responsible for it.

It may be that many of these inefficiencies or control weaknesses are a direct result of the lack of adequate resources to perform the function. We certainly don't want the CFO submitting payroll or the bookkeeper calculating the premium of an option using the Black-Scholes model. When we have had an opportunity to review a clients existing work-flows, and offer guidance, If a client is resource-constrained to the point that they cannot solve the problem internally, we can offer assistance to help solve the problem by leveraging our resources on a part-time basis. We can provide outsourced staff who can fill gaps and make a better alignment between skill-sets and needs. By adding the appropriate level of manager and CFO review to the process, we seek to minimize errors and provide management with a clearer understanding of the results and the best path forward.