Determine what you need to know … utilize the tools it takes to make wise decisions … develop the foundations of a successful business … and succeed as a leader of your organization.

Core Value Consulting’s services can take many forms.  Typical services include:

building your bottom line

  • Outsource QuickBooks recordkeeping and accounting
  • Building your bottom line through financial management and analysis
  • Training your staff and/or board in financial literacy
  • Accounting system setup and chart of accounts
  • Developing financial policies and procedures
  • Tracking of restricted grants
  • Compiling of monthly income statements and balance sheets, budgets and cash flow
  • Personalized reports so your management, staff, and board can make the best decisions
  • On-the-spot technical assistance
  • Custom trainings on business-related functions

turning your vision into action

  • Determining the future course of action through
    Planning and facilitation of strategic planning sessions and retreats
    Business planning
  • Organizing your administrative structure through
    Developing work plans
    Developing annual operating plans and staff work plans
    Developing success measure and evaluating an organization’s work
  • Coaching and mentoring
  • Outsource interim executive director or operations management functions

implementing a team approach

When appropriate, I will convene a team of professionals who bring specific expertise to your project and whose cumulative experience will help identify the best strategies for accomplishing your goals.

some of the questions i can answer for you

  • How do I know if I’m really making money?
  • How much more do I have to sell to break even?
  • What are the legal responsibilities of a Board of Directors?
  • Why is it important to develop a strategic plan?
  • How do I motivate staff to carry out our strategic plan?
  • Why is “mission” so important?
  • How do I measure success?
  • How can I be better prepared to meet with my tax accountant?
  • Can I afford to expand or hire additional staff?
  • What is the real cost of having employees?
  • How do I know if employees are really doing their jobs?
  • How do I develop job descriptions?
  • I work all the time; why can’t I get ahead?
  • I need to make some crucial decisions about my business; who will give me some honest feedback?
  • I know I need to do a better job with marketing, but how?
  • I need a business plan to apply for a loan; who can help me write one?
  • Is it feasible to fund my retirement plan by selling my business?
Core Value Consulting services are available by the hour, per project, or on a retainer basis.
Contact us to set up an initial visit to discuss how our services can best meet your needs.
Get free consultation