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ASSOCIATED GENERAL CONTRACTORS OF CALIFORNIA, INC., ORGANIZATIONAL DEVELOPMENT

We completed an assessment to determine how best the AGC could meet its accounting and production performance requirements. Strengths and weaknesses of current operations were assessed and opportunities for improving performance were identified. These included identification of needs for increased automated systems support, improved scheduling practices, and documentation of policies and procedures.

Services Performed: Organizational Alignment and Restructuring, Workload and Staffing Analysis, Business Process Reengineering

BOHL CORPORATION, BUSINESS PLANNING

We assisted the firm with development of a business plan. Responsibilities included assessment of the internal strengths and weaknesses; identification of alternative business strategies and assessment of their potential impact on revenues and costs; identification of financing requirements and alternatives; and finalization and documentation of a strategic business plan.

Services Performed: Program Planning and Evaluation

CALIFORNIA COPY, INC., FINANCIAL PROJECTIONS

We developed pro forma financial statements for this Northern California copy machine equipment and supply sales firm. The statements were used to aid in obtaining short-term bank and supplier financing for inventory acquisition purposes.

Services Performed: Budgeting and Accounting

CALIFORNIA COPY, INC., REENGINEERING ASSESSMENT

We reviewed the operations and staffing requirements of all accounting and administrative support functions of this copy machine equipment and supply sales firm. Included in the review was assessment of accounts receivable, accounts payable, purchasing, equipment and parts inventory control, payroll, and general ledger functions as well as equipment maintenance and customer service support activities.

Services Performed: Business Process Reengineering

CONGREGATION OF THE SISTERS OF MERCY OF AUBURN, FINANCIAL MANAGEMENT SERVICES

We developed an easy-to-use, user-oriented, automated budget program for the Congregation which would provide flexibility in forecasting over seventy-five separate revenue and expense items. The application produced revenue, expense and cash flow statements, and a Congregation Budget Summary. Program documentation included step-by-step instructions for the user and a complete reference to all program formulas and calculations.

Services Performed: Budgeting and Accounting