Accounting, Business, and Consulting Products

We have developed a number of toolkits and checklists. These include work aids, templates, and checklists developed to assist us in our consulting engagements.


$10.00

 

A Guide to Conducting Operational Reviews (e-format)

A complete guide to conducting operational reviews

  • Learn how to conduct operational reviews.
  • Learn how to plan the engagement.
  • Learn how to price these engagements.
  • Understand how to use these engagements as a marketing tool.
  • Use these engagements as an effective practice development tool.
  • Learn the steps for quickly evaluating a business operation.
  • The first step in conducting other consulting engagements.
  • We send the guide in e-format upon receipt of payment.


$10.00

A Guide to Conducting Operational Assessments (e-format)

A complete guide to conducting operational assessment consulting engagements

  • Learn the steps in planning and developing operational assessment engagements
  • Understand the difference between operational reviews and operational assessments
  • Grasp the techniques and methodologies for in depth business analysis
  •  Learn the concepts of process flows and identification of root causes of problems
  • Help clients improve profitability

 


$10.00

A Guide to Conducting Strategic Assessments (e-format)

A complete guide to conducting strategic assessments

  • Learn to assess the strategic components of a business
  • Understand the components of strategic thinking
  • Learn the steps of planning and conducting strategic assessments
  • Learn the six-step process of strategic planning
  • Understand how to develop strategic profiles of an organization
  • Learn the required information needed to conduct strategic assessment

 


$10.00

A Guide to Application of Benchmarking Techniques (e-format)

A complete guide to applying benchmarking in auditing and consulting engagements

  • Learn how to apply benchmarking in conducting assessments and audits
  • Understand what information to benchmark
  • Learn about the six different manufacturing processes
  • You will be provide with a benchmarking template and discussion of how to apply it
  • Understand the application of analytical tools and sources of benchmarking data

 


$10.00

A Guide to Conducting Business Situation Assessments (e-format)

A complete guide to conducting Business Situation Assessments

  • Learn how to offer business situation assessments for “A” clients
  • Understand how to arrange for and plan business situation assessments
  • Understand the topics typically covered in business situation assessments
  • Learn the techniques for establishing effective assessment agendas
  • Understand how to use these assessments to sell services and the capabilities of your firm



$10.00

A Guide to Conducting Business Audits
(e-format)

A complete guide to understanding and conducting Business Audits

  • Understand the purpose and nature of business audits
  • Learn the techniques associated with conducting business audits
  • Understand how to apply business audit techniques to deliver higher levels of service and improve effectiveness of audits
  • Learn how to plan and conduct business audit engagements
  • Understand how to use these engagements to help clients improve their businesses and profitability
  • Learn how these engagements can improve evaluation and assessment internal controls and audit risk 


Please review our Books and Toolkits

 


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