Services
Entrepreneur
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Gatekeeper - filtering out the additional 'noise' that cause distractions.
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Obstacle removal, allowing you to remain focused on your vision.
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Goal setting and tracking.
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Easy to read - reporting.
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Customized business-based assistance.
Start-Up
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Research, advice and development of new business operations.
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Account creation, EIN establishment, licensing applications.
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Infrastructure development - Accounts Receivable, Accounts Payable, Sales, General Operations goals setting, reporting, and tracking.
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Policy/procedure development and implementation.
Established Small Business
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Evaluation and recommendation regarding operational weakness and suggested improvements.
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Process improvement recommendations or implementation to reclaim efficiency or remove departmental disorganization or redundancy.
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Introduction and implementation of "momentum" based business model complete with tools and templates custom designed for optimal grown and insight into business performance.
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Processing and maintenance of daily operational tasks (as needed or requested).
Company Goals
Reporting
Agreements
Forms
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How do you grow your company if you do not set or track realistic company goals?
Charlie Sierra has an entire suite of customizable templates, worksheets, and tracking tools to ensure all members of your team are working toward the same objective, and you, the business owner, can easily see the progress or bottle-necks within your team to ensure your vision is achieved.
Do you know the baseline cost to operate your business each month, or how your P&L compares to previous months?
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Most of us are not financial accountants and aren't entirely sure that we are looking at the correct financial numbers that measure our profitability. Charlie Sierra offers simplified reports using your monthly accounting information to ensure you can easily identify areas of excess and profit.
Whether you are selling a product or a service, you will have a need for a product manufacturer or an independent contractor. Do you have them sign agreements or non-disclosures to ensure your great idea, customer base, or reputation is protected?
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Charlie Sierra has you covered with customized business agreements, policy notifications, and filing guidelines to make sure you are protected in the event of the unexpected.
You have a great idea and want to start a business. Do you know what forms, processes, procedures you need to have for an efficiently operated business?
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Charlie Sierra specializes in this. We can walk you through how to bill your customers, pay your vendors, collect your money, and so much more. We can teach you or your team, or we can even handle the headache for you each month, allowing you to focus on building your dream.