Dr. Escalante Management Group, Inc. - A Financial & Managerial Support Enterprise
Operational Reviews

Your business needs qualified financial, accounting, managerial, and marketing advice. We provide services that can help you succeed; in essence, we can provide “tune-up” services for your company. We will analyze your operation from diverse points of view. This may include speaking with your employees to identify proper segregation of duties, general controls and process flows, marketing strategies, etc.
Elements of the Review Process:

Financial
  • Tax returns
  • Financial statements
  • Banking reports
  • QuickBooks software and files
  • Aging reports
Operational
  • Accounts receivable
  • Partner profiles
  • Locations
  • Services
  • Compensation
Marketing
  • Marketing plan
  • Marketing materials
Human Resources
  • Recruitment
  • Retention
  • Training and development
  • Personnel handbooks
  • Job descriptions
Partner agreements