diagnostic report for your business
DESCRIPTION
Simons Bitzer & Associates, an Indianapolis based CPA firm, is offering a complimentary Business Diagnostic Tool that will evaluate the health of your business in nine key areas.TRANSCRIPT
How Healthy is Your Business?
Fill Out Our Survey and Receive a Complimentary
Diagnostic Health Check!
Central Indiana Business Leader SurveyAs an influential business leader, your views matter to us.
√ First, participate in our five question Business Leader Survey.
√ Then, obtain access to our on-line Business Diagnostic Tool that will provide a complimentary health check of your business.
An Introduction To Our Business Diagnostic Services
•We work with our clients to set achievable goals in a way that is consistent with the other things that are important in their lives.
•We determine what has to happen for those goals to be accomplished.
•We put in place a system of management controls to monitor performance and identify emerging problems.
•We act as a sounding board for our clients when needed.
In other words…
•We help our clients regain control over their business so that they can work ON their business rather than IN their business.
•We want our clients to have the time and resources to spend on the things that are important to them.
Our Consulting Process
1.Strategize2.Plan3.Implement4.Monitor
Strategic Planning 3-Step Process
1. Data and Information Gathering2. Business Diagnostic Review3. Determination of Action Steps & Planned
Completion
Data and Information Gathering
•Using our Business Developer™ software, our current and potential clients answer 128 questions impacting all areas of their business.•They will rate their business performance in each critical area.•This allows us to create a report that we will use as the basis for their action plan.
Business Diagnostic Review
All businesses need a thorough review of their operations from time to time. Our diagnostic tool will:
• Determine the opportunities and threats affecting your business.
• Analyze your strengths and weaknesses in nine key areas.
• Present results to you in the form of easy to read graphs.
Analysis of Internal Environment
Sample Graph
Additional Services Offered
If our clients and potential clients need further assistance after obtaining their FREE Business Diagnostic, we can help them in the following areas:
Determine Action Steps
•We will help determine an action plan and prioritize the ongoing work.•We will focus attention to maximize business value.•We will provide a tailored Action Plan and S.W.O.T. Analysis for the business to keep you on track.•We can assist with the completion of certain action steps as agreed upon.
Exit
Defensive Diversify
Acquisition/Enter New
Markets
Aggressive Development
Selectively Expand
Shore UpIdentify &
Develop Core Competence
-5
5
5
-5
StrengthsWea
knes
ses
Threats
Opportunities
Sample Action Plan
Thank you!
For additional consultation and a review of action steps you can take to
enhance your strengths and improve your weaknesses,
please contact Greg Simons, CPA, at (317)782-3070 or