We Empower Social Enterprises, Service-Based Businesses, Entrepreneurs, and High Net-Worth Individuals...
To fulfill their passion, vision, full self expression, freedom, and abundance with a cloud based, collaborative platform and team.
For strategic and financial planning and management, with a unique, creative, proactive, holistic and systematic approach.
- Service-Based Businesses
- Conscious Entrepreneurs and their Businesses and Families
- Social Enterprises and Organizations
- 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 stories and 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, our unique Proactive Audit™ produces reliable and timely audited financial statements at 50% of the cost of traditional audits.
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 and support you with a structure for fulfillment.