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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:


  • Tax returns
  • Financial statements
  • Banking reports
  • QuickBooks software and files
  • Aging reports


  • Accounts receivable
  • Partner profiles
  • Locations
  • Services
  • Compensation


  • Marketing plan
  • Marketing materials

Human Resources

  • Recruitment
  • Retention
  • Training and development
  • Personnel handbooks
  • Job descriptions

Partner agreements

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