Senior Advisory Meetings

Senior advisory meetings are a forum to help you manage your business through improved awareness and focus of resources. These meetings are held monthly or quarterly depending on the needs of your business. They are typically attended by the owners and appropriate senior management as well as representation from our senior staff and lead partner.

The forum includes identification and monitoring of key performance indicators (KPI’s). KPI’s can cover all aspects of both financial and operational performance. We work with our clients to establish KPI’s for their business and to address barriers to having the reliable data needed on a timely basis. The senior advisory meetings are based on the use of the KPI’s as the foundation for helping to identify strengths, weaknesses, opportunities, and threats.

It is much easier to manage a business from an informed position. Businesses that invest the time to maintain reliable financial/operational performance data and use it will see better results.

The senior advisory meetings and KPI monitoring are designed to provide the owner and senior management of the business with a forum to focus on improving company performance through establishing direction, goals and tasks list. We provide the structure for the forum and we bring a great deal of accounting, financial, and business knowledge to the table. We bring to the table the experience of our senior staff and a firm that has been small business consultants for 30 years.