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Through the Somerset Business Consulting System, we will provide you with the tools you need to implement this system and create your Playbook:

• Two-page business plan

• Two-page strategic plan

• Management control plan

• Marketing, sales and customer service plan

• Organizational chart

• Player development plan & recognition and reward plan

• Operating budget, cash flow projections, key metrics, ratios and risk management

• Providing an overall business consulting system and tools—The Playbook
• Providing group training by a business consultant with 25 years of experience
• Providing individual coaching, mentoring and accountability sessions with the facilitator
• Encouraging collaboration among participants within a confidential and secure environment
• Creating friendly competition and mutual accountability among participants
• Promoting business networking within the group and generating lifelong friends and business partners

The Somerset CEO Series Structure: There will be a combination of bi-monthly group meetings and bi-monthly individual coaching and mentoring sessions over a period of 20 months. For example, Group Session 1 will be a half-day group session; the following month you will have a two-hour individual coaching session with the facilitator; you will attend Group Session 2 the next month; an individual coaching session the month after that and so on.
 

For a preview presentation, please click the image below:

• Human Resources

  - Recruiting

  - Retention

  - Team Building

  - Maximizing the Return from Your Human Capital

• Customer Service
  - Classifying Your Customers and Developing a Customer Service Strategy Accordingly
• Leadership and Communication
• Strategic Planning
• Management Control Plan
  - Critical Success Factors (CSFs) and Key Performance Indicators (KPIs)
• Marketing and Sales
• The Four Ways to Grow Your Business and Profit Improvement Strategies
• Competitive Analysis and Value Chain Analysis
• Time Management and Execution
• Good to Great
• Organizational Deadly Sins
• Vision, Mission & Values
• Customer and Product/Service Profitability Analysis
• Financing Your Business Strategies

Corporate training can be provided at your facility or a conference center of your selection. The Somerset Conference Center may also be rented for your group.
 

"Somerset's business consulting services have helped me develop my executive skills through one-on-one coaching and through a series of seminars. This system has helped me overall and helped improve my business. The seminars also proved to be useful networking tools to meet and learn from other business people."
Paul Bosler, Chief Executive Officer, MS Fluid Technologies
 

At Somerset CPAs, we want to do all we can to help our clients on their journey to greater prosperity. That means several things, not the least of which is being proactive—actively looking for areas where our expertise will help you get where you want to go faster and safer. With that end as our goal, we invite you to complete the 7-Needs Questionnaire.

The 7 areas covered are:

1. Business Profitability Improvement

2. Tax Planning

3. Wealth Creation

4. Risk Management

5. Succession Planning

6. Technology

7. Finance

Please click here to complete the questionnaire online.  Your information will remain confidential within our office.  Once you complete the questionnaire, our Director of Business Consulting, Howard Cox, will contact you.

Find out  how Somerset CPAs can provide high-quality business consulting services to your business and you.  Please call Howard Cox at 317-472-2167 or 800-469-7206 today.

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