Coaching

Business Consultant, Chris McGee | Bellingham, WA

QuickBooks Help | Bellingham, WA

Intuit QuickBooks Advanced Certified ProAdvisor, Chris McGee P: (360) 303-5978

The ProFound Impact Process

  • Clearly define and size your markets
  • Budget and analyze expenses
  • Anticipate future cash flows

Monthly Improvement and Business Education Advancement

  1. Advanced Financial Management Coaching
    1. One meeting a month. Minimum of 12 months.
    2. Analyze and Improve Business Profits Monthly
    3. Building a Budget.
    4. Developing and Understanding a Cash Flow Report
    5. Benchmarking your company to the Industry.
    6. Unlimited e-mails and phone calls.
  2. Job Costing Coaching
    1. Analyzing what each job costs.
    2. Determining the costly issues and how to avoid them.
    3. What went right and how to ensure duplication?
    4. Take each job and improve upon it.
  3. Teaching the Bookkeeper QuickBooks Done Right
    1. How to do Quarterly Payroll Taxes
    2. How to post Refunds.
    3. Where to post equipment.
    4. How to update Loan interest write offs monthly.
    5. Unlimited phone calls and emails.
  4. Lean Manufacturing
    1. Learn the lean process.
    2. Learn to identify waste in your business.
    3. Learn how to eliminate waste.
    4. Learn to identify the root cause of waste.
    5. Eliminate waste
  5. Lean Office
    1. Identify waste in estimating, Invoicing and Change Orders.
  6. Technology Advancement
    1. Identify Technology to improve the company.
    2. Recommend one Technology improvement a month.
    3. Make recommendations on timeline.
    4. Software add-ons for QuickBooks- Scheduler, Inventory, Estimators etc.
  7. Future Strategies, Services & Products
    1. What are the key future indicators for your business?
    2. How will the future affect your business?
    3. How can be proactive towards the future?
    4. What new services and products can your business develop?

 

Value Added to the Business and Owner

  1. Advanced Financial Management Coaching
    1. Improve financials by avoiding costly mistakes and improving net profit.  Yearly  $_________  Times 3 Years $_________
    2. More discretionary time.   ______Hours Year
    3. Less Stress with a greater understanding.  ____Reduction of Stress
  2. Improving Job Costing Yearly $______ Times 3 Years
  3. Teaching Bookkeeper Accounting
    1. Less time spent cleaning up reports.
    2. Stress level reduction.  _____
  4. Lean Manufacturing – 80% waste in most processes.
    1. Savings in to the bottom line by eliminating waste.
    2. Improved on time performance.
    3. Improved Customer Satisfaction
    4. Morale improvement with staff.
    5. Repeat savings in future jobs.
  5. Lean Office– 80% waste in most processes.
    1. Savings in to the bottom line by eliminating waste.
    2. Improved on time performance.
    3. Improved Customer Satisfaction
    4. Morale improvement with staff.
    5. Repeat savings in future jobs.
  6. Technology Coaching
  7. Future Strategic Planning

“I assist business owners with software planning, selection, installation and successful implementations of software solutions. Together we solve work flow and integration issues. QuickBooks Enterprise, QuickBooks Point of Sale POS and integrated software add-ons improve time management and the bottom line.

Manufacturing, Distributors, Retail, Field Service, Construction and Service industries have all benefited by improving their process and higher customer sales that streamlined integration can produce.

Better cost controls, pricing and inventory control are factors that drive customer satisfaction up and sales to a higher level.” – Chris McGee

 

Small Business Survival Check List (pdf)

 

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