SLC Advisory Group Financial and Operations Consulting

Templates are fine for spreadsheets & newsletters

not so much for strategy & solutions

You deserve a fresh look and plan of action

A rowhouse may put you in the location you want to be, but the couch you love may not fit the floorplan. We don't pre-package our services because your definition of success is unique to you. Our engagement will be a customized combination from:

 

  • Assessment of Finances & Operations

  • Planning, development, and implementation

  • Tool creation and weekly reporting

  • Coaching & Development

 

We'll begin with a conversation of what your goals are and how you define success. You'll get a tailored proposal for a plan of action and the side-by-side support that fit the complexity of your organization.

Make informed financial decisions

Relaxed and Confident about Business

 

Get back your time and your piece of mind. Be informed, and empower your workforce with the direction, authority, and boundaries to independently solve challenges for both customers and themselves

Get more financial context than from the accountant that may be just charged with doing your taxes, and more detail than the reporting you receive from your bookkeeper. The CFO lives inside your business, so you don't have to.

  • Plan confidently for growth, for adding staff, investing in equipment, or adding general expenses

  • Understand weekly operations dashboards detailing current progress with comparisons

  • Receive a monthly financial review of money due and money owed, as well as reporting on trends

  • Review your budget with analysis, explanations, and recommendations where applicable

  • Build living financial models to streamline planning and make sensible projections

  • Produce professional reporting documents specific to your needs, and more

Find the balance between the value of what you have and what you need to give up

Break the cycle of frenetic days and sleepless nights by empowering your workforce with the freedom and structure to solve problems on their own. Although we're hardwired as entrepreneurs to control our environments, the inability to give up a healthy portion of that control is what keeps us from growing with grace.

  • Increase independence by coordinating job descriptions, systems, and policies - provide clear direction for staff, as well as the necessary boundaries that preserve trust in their decisions

  • Provide the authority that matches the job responsibilities so staff can spend money or deviate from procedure to solve a challenge for themselves or for a customer

  • Eliminate frictions and dramas that are de-motivating to you and to your workforce

  • Share experiences through coaching to get perspective and context for understanding roles, the big picture, and more

716.984.8961

Serving Buffalo and NY Region

© 2019 SLC Advisory Group