Business Coaching and Advisory

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Business Coaching

Best Practice. Benchmarking. Productivity Analysis. Corporate Strategy. Innovation.

Terms like this are thrown around all the time. But what do they actually mean? How do you use them to increase the performance of your business? How do you structure yourself and your company to succeed? Consider these courses as mini MBA boot camps, filled with topical solutions to YOUR issues.

We can teach you how make mindful decisions about where your company is headed, and work with you to turn a vision into an executed plan. We offer customized leadership development courses based on your industry and specific needs. Our courses cover topics in Revenue Growth, Employee Retention, Lead Generation, Process Improvement and Innovation, Personal Growth, Operations, Human Resources, Effective Management, and more.

We offer packages ranging from 3 to 18 sessions. We’ll meet by video conference once a month. The initial session is comprised of goal setting – we’ll outline exactly what you’d like to achieve, and begin to develop a roadmap to reach your goals. Subsequent sessions will vary based on the goals determined. Sessions are recorded for easy future access, and are yours to keep.

Training Classes and Sessions

We provide customized training on topics of your choosing, available on-site, or in-person. This is a great option if you or your team needs an accounting software refresher, you’re new to your accounting system, or you’d like to have some job or industry specific training that’s based off YOUR company data. Before the class or session, we’ll sit with you to understand your business, take a look at your systems, processes, and data, and work with you to understand your unique workflow and session needs. If you have processes already in place, great! We’ll incorporate these into your training. Or, we can help you design processes using best practice for your industry.

For virtual training sessions, we charge $150/hour of training. To ensure good quality of video and audio, we limit these sessions to 10 participants.

For in-person training sessions at your place of business, we charge $250/hour of training. If you are outside of the Tulsa, Oklahoma area, we’ll also bill you for travel expenses. We’ll provide the content, but you will be responsible for obtaining the appropriate audio/visual equipment, as well as training space.

We can also assist with arranging “lease a lab/rent a space” options for larger training sessions.

Advisory Services

We offer advisory services in the areas of accounting systems, system conversions, spreadsheet development, company dashboards and benchmarking, forecasts and revenue drivers, not-for-profit best practice, software selection, and big data reporting. Need an expert in HR, tax, or legal matters? We can help you with a referral!