We Empower Social Enterprises, Service-Based Businesses, Entrepreneurs, and High Net-Worth Individuals...
cloud based, collaborative platform and ecosystem
for training, coaching, networking, investing, strategic and financial planning, and business management, with a unique, creative, strategic, proactive, and systematic approach.
- Social Enterprises
- Service-Based Businesses
- High Net-Worth Individuals
The best practice to support an organization is to use strategically created systems and processes to proactively create, record and monitor both financial and non-financial milestones of the organization’s strategic goals. Customized financial reporting is continuously delivered to the intended users in real time for celebration. Internal controls are performed with ease over the cloud with sufficient segregation of duty and fraud prevention solutions. At year-end, the auditing and tax preparation process is an annual commitment for review, celebration and continuous improvement.
System integrity includes two parts: design integrity and implementation integrity. To achieve design integrity, we listen to each stakeholder and staff member to discover what each person needs and how the work flows. Fully involving all members of the organization lays a foundation for implementation integrity. One challenge organizations face is communication gaps. We create visual operaion flow charts and automate and streamline processes to close the loops.
With system integrity, Your CPA/Auditing firm can perform our unique Proactive Ongoing Auditing Process™ that produces reliable and timely audited financial statements without large amount of auditing expenses.
This approach enables the organization to proactively create a future with its budget, monitor its game, and make strategic choices proactively. When you know where you are, and where you are going, you have the peace of mind, power, and confidence to ask what is possible for you. We are here to listen to you what is possible for you, your family, your community, and your world.