Approach

After we help you install our proprietary software program, you’ll receive a monthly Management Link report that clearly identifies your gross margins, key expense ratios, inventory levels, Collect-able™ Efficiency, and other critical measurements by company, department, and each activity area.

Our staff flags your report with specific instructions and comments, including:

• Red Flags: Areas requiring immediate attention because you fall significantly short of projections or deviate substantially from industry benchmarks
• Yellow Flags: Areas you need to manage before they slip into the red zone
• Green Flags: Outstanding numbers, places where you’re out-performing your projections and/or others in the industry

We hold a monthly conference call with you and employees of your choosing to review your results, measure them against your plan and previous months’ progress, and plan for the next month. After a few years using Management Link, you’ll receive multi-year comparisons to help track longer-term progress.

Assessment

• Chart of Account Builder
• Budget Builder
• Profit Planner Express (One year)
• Monthly analysis of your actual financial results
• Monthly review, action plan and conference call
• Industry benchmarking and comparison
• Year-to-year comparisons and trends
• Toll–free support