Business Diagnostic Services
When you first went into business, you had hopes and dreams about what your business should be like, how it should operate and where it would go in the future.
However, running a small-to-medium sized (SME) or family-owned business today means you are faced with an often overwhelming array of daily challenges …challenges that can take your focus away from the future, because you’re simply trying to get by today.
Are those original dreams still alive?
We can help you make them happen. You see, we are a very different kind of accounting firm…a RAN ONE firm.
Yes, we do provide traditional compliance services. But we don’t look at your business from just that historical perspective. Instead, we actively work with you to develop your business and improve it as it happens.
Being a RAN ONE firm allows us to combine our extensive experience working with SMEs with a suite of proprietary, cutting-edge tools and resources not available to other accounting firms. We take you through a personalized strategic and operational review that is comprised of three distinct stages:
- Data Gathering and Analysis
- Strategic and Operational Action Plans
- Ongoing Monitoring and Implementation
If you’re like most business owners, you have a pretty good sense of how your business is doing right now. What is probably more difficult for you is determining where you should be going in the future, and how to get there.
Data Gathering and Analysis
The process starts with determining your objectives and reasons for being in business. Knowing what you want is very important.
We then review the external factors that affect the business, such as customers, competitors, industry, and technology.
And finally, we will take you through a series of critical questions that are related to the following key performance areas of your business:
- Vision – Clarifies your direction and the desired future position of the business.
- Strategy – Obtains a picture of how you plan to reach your goals.
- Structure – Examines how the business is organized.
- Products and Services – Provides an overall view of the competitiveness of your products and services, and how well you manage their procurement, production and distribution.
- Marketing and Sales – Examines how you take your product to market and sell it.
- People – Assesses the suitability of your team, and how well you deal with people management.
- Culture – Picks up on the “unwritten” rules that drive behavior in your business.
- Systems and Processes – Provides information about your systems and operational procedures, and how technology supports them.
- Finance – Focuses on the financial performance of the business.
After our analysis is complete, you will receive a detailed report that reviews the strategic position of your business and its operational performance.
Now you’ve got your ‘health check’ and report on how you’re doing in each area of your business.
So where do you go from here?
Strategic and Operational Action Plans
You can’t get your business to a different place by following the same road. And you can’t get there without direction.
The next step in the process is to develop Strategic and Operational Action Plans, where we will use our analysis to help you identify what needs to be done in your business to reach your goals.
Together we will develop action plans based directly on the challenges you face, and taking into account the key stakeholders involved – you, your team, your customers and your suppliers.
The result is a structured, step-by-step strategic and operational project plan that outlines what needs to be done, when it will happen, and who is responsible for each action step.
Ongoing Monitoring and Implementation
Ensuring that the action plans get underway and the work gets done is the most crucial stage in the process. We bring discipline and expertise in rolling out the specific action steps required for each challenge, and our approach to implementation and monitoring is issue-based, work-plan driven, and output oriented. We also believe in a high degree of two-way communication throughout the process.
To ensure you stay on track, our Ongoing Monitoring and Implementation services include developing and monitoring a project work-plan. This will allow you to drive the implementation of the plans to ensure the benefits are realized. 
Included in the work-plan is an Activity Log for each individual action step, showing what has been done under each initiative. This allows us to assess the extent to which each individual task is complete.
Included in the work-plan is an Activity Log for each individual action step, showing what has been done under each initiative. This allows us to assess the extent to which each individual task is complete.
Client relationships are of critical importance, and we strive to develop long-term partnerships with our clients that are based on trust, commitment and integrity. Thus, you will find, as we work side-by-side with you to achieve your goals, that it is our people and what they bring to the table that truly differentiates us.
For a free, no-obligation consultation regarding our Business Diagnostic Services just give us a call.
Scholl, Chyo & Company, CPAs
bret@schollchyo.com
www.schollcpa.com
(888) 758-5966
1418 South Main Street
Salinas, CA 93908
(831) 758-5966
498 Foam Street
Monterey, CA 93940
(831) 645-9456
243 Foam Street
Monterey, CA 93940
(831) 649-5643
