Written Evaluation

On conclusion of the "First step" evaluation, the Biz-iz will write a report that includes:
1) The Financial Health of your organization.
2) Accounting policy and procedure report
3) Process improvement report
4) Administrative/Accounting training and productivity report
5) Identify and employee satisfaction issues discovered

 The written report will be reviewed with you in person so that any questions can be answered immediately. Depending on the opportunities that are discovered, we can make recommendations for change that you may be able to implement yourself or that we can help you with. Or, you may just receive a reassurance that you are in good shape and moving in the right direction.

Regardless of the time spent in evaluation and writing the report, you will only be invoiced for a one time evaluation fee - $500.  If there are steps to be taken that you may need help with, we will scope out the project with you, and provide a quote for services if needed.

Is your office in complete chaos?  Are deadlines met?  Can you find things when you need them?  Do you think that everything in your office is running as smoothly as it could?  Do you believe that everyone is fully trained and working to their full capacity?  Do you believe that all of your employees are in the right jobs?

If you answered no to any of the above questions, The First Step Evaluation is a process is for you.  This process will allow an outside consultant to do an objective assessment of the current status of your operations.  Depending on the size of your business, and the number of employees, it typically takes up to a week to complete.

The "First Step" Evaluation consists of the following:

Review of company financial statements

We will evaluate your company's income (profit & loss) statements and balance sheet statements.  We ask for up to three years of history if available.  We look for profit and cost ratios, financial trends, and overall company health and performance.

Review of the company’s accounting practices and procedures

We will review who is doing what, the process behind it, and the checks and balances that are necessary to insure accurate and reliable reports, as well as avoiding any theft issues.

Interview company principals and key employees

We will interview you, other company principals, and key employees to define opportunities for process improvement, training needs and employee satisfaction.  We committ to the confidentiality of individual comments.  We want you and your employees to express their frank opinions without fear of retribution. This is a process improvement exercise, not a blame exercise.

Administrative Employee Training Needs
If an employee does not have the proper skills to do a job, it can take them up to five times longer to complete a task than a trained employee.  Biz-iz will complete an interview and spend some time with up to administrative and accounting employees.  We will review their job descriptions and qualifications for that job, along with productivity.  The goal is  to identify any training needs or opportunities for increased productivity and responsibilities.

Employee Satisfaction
While interviewing individuals, some employee satisfaction issues may be identified. We can either use this information, or conduct a full survey of all of your entire staff to determine if there are issues that may need to be addressed in the office. This process is to identify real issues that may need to be addressed. (Sometimes the easiest change can make much more productive employees!)  THIS WILL NOT BE AN OPPORTUNITY TO WHINE!