Business Assessment

Do you often have to go into your line of credit to pay your employees or your fixed costs?

Do your clients often call you with questions on your invoice?

Do you wonder why some new clients' orders or services are provided without a hitch and others are not?

Our business assessment service provides you with a “business report card.” Using our exclusive Cash Conversion Assessment Tool, we review each critical function performed in your business – from initial customer contact until payment for that transaction is received – to uncover any bottlenecks that cost your business time and money.

At the end of the assessment, we meet with you to discuss the written report and the findings. The report leaves you with what the next steps are and the best approach to rectify any problems.

Benefits derived from utilizing our Cash Conversion Assessment tool:

  • Our Business Assessment solution is designed to help you set up operations in a way that is simple and ensures success.
  • Discover how systemizing your business helps you “to work on your business,”not in it.
  • Develop and execute a process that when consistently followed will help you to grow your business
  • See the big picture and receive tools to help keep you on track.
  • Quickly learn if a product or service is working or not working.

 

Quick Links
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Business Assessment
Bookkeeping 101
Once Over Accounting
Accounting 101
Advanced Accounting

DeFacto CFO

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Contact Information

4 Daniels Farm Road #369
Trumbull, CT 06611

Phone:
(866) 760-5126 Toll Free
(203) 816-8242 Voice
(203) 567-8811 Fax

 

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