Your business platform encompasses so much more than software! Most important are the people on your staff. Next are the outside professionals that you rely upon for other key services — consider them quasi-staff.
These people do the work, and when considered together, they constitute your largest expense. I have first-hand experience organizing their work.
- Here are the functional areas where I can provide help:
- Accounting, budgeting and financial reporting
- Audit and valuation
- Cash & banking
- Risk management: both business and benefits
- Investment and retirement programs
- Staff development and engagement
- Information technology