OUR PURPOSE Our Purpose is to create a world in which businesses take on larger commitments that are meaningful and important to all their stakeholders. OUR MISSION Our Mission is to help small and mid-size companies achieve greater success by providing the guidance and tools to focus and manage resources more profitably. We use proven practices and methodologies that are designed for each client’s unique requirements and opportunities to clarify direction, stay the course and maximize value to stakeholders. The three practice areas we specialize in are:
Depending upon the requirement, we perform the role of:
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IDENTIFY YOUR STAKEHOLDERS Your stakeholders are those individuals or groups of individuals who have a stake in the success of your business. For resources to be used effectively it is critical to understand the role each stakeholder group plays in furthering the success of your organization. |
OPTIMIZE METHODS OF FOCUS As business owners or key management you are constantly facing new opportunities: which new customers to sell to, which new products to offer, which new projects to invest in, which new marketing initiatives to pursue. The list is endless. It seems that the more successful your enterprise, the more opportunities become available to you. Very often organizations end up pursuing far more opportunities than their resources can support and as a consequence don’t achieve results that were expected. We work closely with business owners and their management teams to identify those opportunities that can provide the most leverage given available resources and then develop structures to maintain that focus. To do this, we employ a proprietary strategic decision-making methodology called Chart Your Own Course®. |
CORRECT RESOURCE MANAGEMENT The key to managing resources is measuring and tracking results. It is often said that “the language of business is numbers.” As numbers specialists, we work with business owners to identify the right metrics and tracking systems to help manage:
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Paul has been a tremendous coach. Each day I face a wide array of complex circumstances and subjects that are sometimes unknown or foreign at best. In almost every situation Paul demonstrates an uncanny ability to cast darkness on what is not important and illuminate only what is. The resulting clarity has led to better decisions and financial results. Additionally, Paul dramatically improved the quality of our financial data so that we can now manage our business by the numbers. Paul quickly became and remains a trusted advisoron all issues that affect the financial health of my business. David Handmaker |
Paul Ratoff helped our team focus on the areas that would make us more successful. He provided an effective sounding board and valuable input to help me address important decisions facing my company. He gave us the reporting and planning tools that allowed us to manage our business better, and helped us streamline the accounting department by developing our accounting staff’s skill set. Paul also helped us better understand and utilize our current accounting system, which can now give us the right information faster and easier. Paul helped us implement a budgeting process that engages all of my key managers who now play a more proactive role in reducing costs. Karen Caplan |
Paul has helped us better understand how our business is performing by providing more timely and useful financial reporting He has helped us more effectively plan our growth and cash flow needs by implementing a budgeting process. Paul helped us set up more appropriate accounting practices so that we could collect the right kinds of data and measure our performance in ways that helped us manage the business more profitably. I can, without hesitation, recommend Paul for any business in need of solid and reliable financial reporting and analysis. I am available to personally endorse Paul and provide details on the work he has performed for our company.
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