Purchase Accounting, Business, and Consulting Products

$30.00

The Recession Survival Toolkit
A Complete Business Recession Survival Guide (e-format) 

Everything you need to survive a difficult economic environment.

• Includes cost cutting ideas and strategies
• The toolkit addresses all areas of the business from general management, marketing and sales, production, engineering, and accounting
• The credit crunch checklist is a critical component to survival
• Cash is king and the toolkit gives the needed tips on how to manage and maximize cash flow
• Survival strategy tips help you to properly orient your business to cope with difficult economic conditions

$25.00

The Diagnostic Toolkit 

(e-format)

 This toolkit provides CPAs and consultants with all checklists and questionnaires necessary for conducting operational reviews and assessments.

• Everything is provided to facilitate asking the right questions needed to solve the right problems and improve bottom-line profitability.
• In addition, the toolkit provides explanation of lean metrics and an assessment scorecard to baseline performance and monitor improvement.
• The toolkit includes a detailed operational checklist, an operational review checklist, and questionnaires covering human resources, process management, and sales and marketing.
• This tool provides the foundation for expanding your practice and providing necessary business advisory support to your clients.
• We send the toolkit in e-format upon receipt of payment.

$45.00

The Self-Assessment Toolkit

( e-format)

The critical tool to conduct a self-assessment of a business.

• Conducting a self assessment of your business provides a foundation to improve profitability and increase business value.
• This toolkit, developed by experienced consultants, offers a complete set of tools and questionnaires for business owners and management teams to conduct an effective self evaluation of their business.
• The self-assessment toolkit provides insight on selecting the assessment team, conducting an assessment team survey, a detailed assessment questionnaire, and a scorecard template.
• The scorecard template provides a performance measurement format including definitions on how to calculate all the metrics and indicators.
• This is a great tool to improve internal control, increase operational efficiency and effectiveness, and achieve a boost in profitability and return on investment.
• We send the toolkit in e-format upon receipt of payment.

$35.00

The Strategic Thinking and Planning Toolkit 

(e-format)

Strategic thinking is critical to survival, success, and profitability to increase business value.

• The toolkit provides business owners, CPAs, and consultants with all the right questions and steps to engage in strategic thinking, to develop a strategic plan, tactical action plans, and offers instructions for setting functional goals and objectives.
• You will be provided with an overview and outline of the entire strategic thinking and planning process.
• In addition to a complete strategic thinking checklist, the toolkit provides a blueprint for strategy deployment and a template to conduct an assessment of the organization’s strengths, weaknesses, opportunities, and threats (SWOT).
• This is the toolkit to get your business headed in the right direction toward earning greater bottom-line profitability.
• We send the toolkit in e-format upon receipt of payment.

$15.00

The ERP Post Implementation Optimization Checklist 

(e-format)

Enterprise resource planning (ERP) systems never seem to provide the projected returns on investment.

• Implementations are typically flawed in many areas so the systems fail to deliver the projected profit improvement and efficiencies. You can make a career just by optimizing these failed and flawed implementations.
• This checklist and guide enables CPAs and consultants the necessary tool to ask all the right questions to determine if all the components of the system are producing the intended benefits.
• It provides instructions on how and where to start the assessment from a top down perspective. I developed this checklist based on my work installing ERP systems. It won’t do all the work, but it reminds you to cover all the right areas and provides all the relevant questions you need to ask.
• We send the toolkit in e-format upon receipt of payment.