(503) 597-5551

6700 SW 105th Ave.
Suite #316
Beaverton, OR  97008

We offer several services/products:

  • Finance – Virtual Chief Financial Officer

    • Cash Flow Management

    • Budget Management

    • Strategic Financial Planning

    • Key Performance Indicators

    • Month End Closing

    • Monthly Financial Review

    • Preparation of Loan Packages

    • Creation of the Annual Tax Prep Package

    • Creation of Monthly Executive Summaries

    • Consulting on Business Operations

    • Creation of a Finance Plan

    • Analyze Employee Productivity

    • Creation of Business Plans with Operational and HR Integration

  • Operations - Creation of your unique Policy and Procedure Manuals

    • Creation of your Operation Specific Policy Manuals

    • Training and Coaching of your staff and managers

    • Project Management that includes Implementation of Policies

    • Integration of Job Descriptions

    • Creation of the full Department Management Plan

  • IT Design and Document Solutions

    • Cloud Based Solutions

    • Cloud Design

    • On Premises Server Design

    • Management of IT Platforms

  • Document Solutions Design

    • Filing System Design

    • Implementation and Training

  • Human Resources

    • Employee Handbook Design

    • Job Description Design

    • Productivity Planning

    • Establish Key Performance Metrics

    • Manager Coaching

    • Compensation Studies

    • Creation of Operations Manuals

    • Creation of Management Plans and Guides

    • Provide a complete Activity Plan for Sales Representatives and Managers

  • Sales Management Plan Design, Implementation & Training for your staff & Managers

    • Compensation Plan Design

    • Sales Program Design

    • Sales Manager Training

  • CRM Management Services

    • Cleanup and Maintenance

    • Weekly Activities Scheduling

    • Develop Incremental Income

    • Preload Appointments

    • Creation of New Business Opportunities

    • Customer Call Management

    • Sales Activity Management

    • Define 400 to 600 qualified Prospect companies per sales representative

  • Project Management

    • Strategic Planning to determine Project requirements defining the scope

    • Project Design

    • Implementation with staff and Managers

    • Employee Coaching

  • Web Presence Management

    • Integrate e-Automate or other Enterprise systems to the dealerships Webpage

    • Provide Live Chat with Service Agents/Dispatchers

    • Search Engine Management and Optimization

    • Drive SEO Customers to use Dealers Website

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