Build Your Company For Tomorrow

As a seasoned business owner, you have the passion to succeed and the battle scars to prove it. However,getting to the next level is becoming harder and harder. Its like controlling a snake by the tail. For a business toachieve its full potential, it must reach beyond the capabilities of the owner. A paradigm shift must occur in theowner’s mind from working “IN” the business to working “ON” it. Please take a moment to reflect how the followingcritical issues impact your company:

• Could your business run without your daily involvement?
• If your Controller left, would it create a material hardship on you and your team?
• Will your current HR policies protect you from employee related legal action?
• Do you have a clear vision of where your company will be in 10 years and are your people excited about it?
• Does your sales growth strategy sell to the right market at the right price and in the right way?
• Do you have a clear understanding of the specific key performance indicators of your business and what are they telling you?

These challenges can stunt the growth of an organization, limiting its ability to thrive. Our proven FutureBiz concept unchains you from working “IN” the business, putting you back in control. Let our experienced team custom tailor a FutureBiz program that fits your needs. Ask about our Free No Obligation Trend Analysis and Consultation to get a glimpse of the possibilities our FutureBiz Program can offer.

10 Year Strategic Plan

Do you know what your business will look like in 10 years? More importantly, what do you WANT it to look like in 10 years? It is essential that you guide the business before it guides you. Knowing where you want to go is the most important step toward building a business empire.

• Define the look of your company in 10 years
• Dream of what your sales and profit will be
• Create your future company’s organizational chart
• Define how many employees you’ll need and their skill sets
• Create a roadmap with quantifiable “North Star” goals that equally benefits employees, the owner and society
• Religiously monitor the progress of your strategic plan and share it with your people
• Make yourself irrelevant to the business by working “ON” it rather than “IN” it.

Annual Operating Budget

An operating budget is the single most important financial management tool a business owner can have and remarkably less than 20% have one. Budgeting will uncover unrealized expectations about your sales growth. If you double your sales, can you retain or improve your margin? The sooner you know where your numbers are compared to where they should be the sooner you can make preemptive adjustments to stay on track.

Human Resources / Culture Development

As a business owner, you want to hire and retain the right employees to make your company successful today. And your commitment to their personal and professional development will create a solid foundation for your future success. We can help you maximize your investment in your people by developing:

• Recruitment, interview, orientation and retention programs
• General company human resource processes
• Human resource policy and procedure manuals
• Performance management programs
• Training and development courses
• Personal and team assessment analysis
• Company culture and employee recognition programs

Detailed Controllers Work Program

Many business owners hire a controller to manage the accounting department and all its functions, assuming the controller is performing their tasks accurately and timely. With our oversight, we create a custom tailored controller’s work program with scheduled tasks and due dates for the controller to carry out the company’s accounting functions, not the controller’s. The owner can now evaluate whether the controller is performing his job in accordance with company policy. In addition, it may afford the owner the opportunity to hire a less experienced and less costly controller to fill the position while still maintaining high quality financial reporting.

Key Performance Trending

Identifying historical trends by consistently monitoring business performance helps you see what’s ahead. Furthermore, benchmarking your company’s progress against your industry provides valuable insight on how you relate to the competition. We will translate the results into a user-friendly format and make recommendations for improved performance based on:

• Budget vs. actual
• Current year vs. historical
• Turnover ratios
• Departmental performance
• Profit per “X”

Weekly Executive Summary E-mails

Growing companies continue to evolve. Let us determine where you are in the evolutionary process and help you assess your accounting needs. We provide the owner with an executive e-mail specific to your company every Friday. The report will keep you informed of:

• Developments in the accounting department during the week
• Recent conquests
• Upcoming challenges
• Where we need owner involvement (bottleneck, employee resistance, etc.)
• Plan/objectives for the following week

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Sales Growth Campaign

Our award winning marketing professionals play a vital role in the development of your business. The combination of accounting and marketing professionals provide the synergistic firepower you need. We help you identify the most profitable areas of your business and execute a comprehensive sales growth campaign to make your business soar. Our in depth analysis will:

• Identify the product/service with the best margin/profit
• Analyze the target market
• Find the unique features that set you apart from the competition
• Determine what media to use to reach your market
• Create sales material (website, brochure, directmail, etc.)
• Measure/track results

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½ Day Executive Meeting

We take the time to look at your current position and discuss where you’re headed, not just where you’ve been.

• Develop tax reduction strategies
• Discuss your Performance Trend Analysis
• Review the progress of your strategic plan
• Review the performance of your accounting department
• Review results of sales growth plan

Tax Planning & Preparation

Effective tax planning can make a tangible difference in your company’s cash flow. We constantly stay on top of tax legislation, regulations and court rulings so that we can provide the most effective recommendations for your business. Our approach integrates a comprehensive strategy to reduce your business, personal and estate taxes and maximize your bottom line.

• Implement strategies to minimize tax burden and give you a “heads up” months in advance of your tax payment due date.
• Utilize our knowledge to uncover a variety of available tax deductions and credits commonly missed by tax preparers because we unlock them during our executive meetings.

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Value Beyond Compare

Your business grows for a reason, and there’s no shortcut to the top. You need all the right components to build a solid platform for growth. Without them, your business could run into problems down the road and ultimately fail. In order to implement this plan, you would need to employ:

You need these professionals to stay competitive, but hiring them in-house would be cost prohibitive. Apex offers you all these professionals, under the same direction, for a fraction of the cost of an in-house team. We handle managing the people and the problems, and you get a truly tailored menu of services to break you through to the next level. You can’t afford not to consider it.