Gain Control & Direction in Your Business & Personal Financial Matters

In Level Two, we help you prepare budgets for profit planning purposes and actively assist you in interpreting your periodic reports. These reports would include initial Key Performance Indicators that apply to critical areas of your business. We work with you on these monthly and totally review your operating plan every quarter.

We show you how to get better control over your business by using vitally important management control tools.

To gain control and direction, select from the following Menu of Services:

21. Prepare company budgets with breakeven points and profit goals for desired owner salaries and return on investment.

22. Set up Executive Trends Report. Identify and begin to track initial “key performance indicators.”

23. Conduct an Annual Planning Day for key managers to set an action plan for key goals for the coming year.

24. Basic Personal Financial Planning consultation, including net worth analysis, setting of goals and computing funding targets to achieve goals.

25. Pre year-end Tax Planning Review and forecast of tax balance, setting of strategies for year-end moves to reduce taxes.

26. Review of investment portfolios by an investment advisory firm.

27. Initial analysis of Business Development Assessment Questionnaire, review of "First Steps" video and a four page review of key business practices.

28. Ongoing periodic analysis and interpretation of financial statements by a Larry N. Harrison & Co. team member providing input as would a Part Time Controller or Part Time Chief Financial Officer, with written or e-mail commentary for consideration action. While ALL final management decisions are yours alone, we will outline your options.

29. Attendance in an advisory role at your monthly management meeting by a Larry N. Harrison & Co. team member providing input as would a Part Time Controller or Part Time Chief Financial Officer. While ALL final management decisions are yours alone, we will outline your options.

30. Annual "Business Performance Review" using our specialized financial analysis software to analyze key financial ratios.

31. Participate in "Businesses Getting Results", a periodic roundtable meeting of business owners to discuss topics to increase revenues and profits

32. Annual "Profit Improvement Potential" calculation to review business potential to increase profits using the "Four Ways to Grow a Business".

33. Estate Planning and/or Business Succession Planning to prepare for inheritance and protecting assets from tax liability.

Next, grow your business for financial independence and peace of mind. See Level 3, Business Development & Growth.