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Business Modeling Specialists in San Diego ready to help


Thriving Business Solutions

Thriving Business Solutions

My partners and I are a knit group of business problem solvers. We cover various fields especially management consulting, project management, product development & management, marketing, IT, operations, and HR. Our clients usually find themselves in a situation where they don't have the internal resources or open corporate culture to effect change, program completions, self-evaluations, tweaking or innovating products, deciding on a marketing strategy, or making broader organizational decisions. Rather than fall victim to paralysis or an obstinate employee, we work as trusted advisors that have only three facets to our mantra. First, we are unabashed Capitalists. We are driven by the bottom line, but we do it with a sense of humanity. Businesses are formed to generate income, profits, and business value. But that does not mean they are entitled to profits or can wring dollars from a dry stone. An organization has to be aligned so that all the moving parts are firing all pistons in a united method geared toward a common understanding of the mission and goals. Our clients put their lives in limbo when they decide to start their own business or contemplate a critical change in their environment. We provide the support needed to minimize stress, worry, and fear of the business market. Second, profits are delivered to businesses that create continuous value for their customers. And equally important, that value has to come from interactions that are easy, fruitful, pleasant, and painless. We have advocated for the voice of the customer going back further than the concept actually being named. It's expensive and difficult to get a customer, so once you have them they should be given the red carpet treatment. They search you out so that you'll satisfy their requirements or more importantly cure their points of pain. Don't disappoint them, or they will abandon you and you'll be left with the high cost of replacing them. Plus, customers like to share their stories these days in many forms ranging from social media to talking to their neighbors. You want those mentions to be positive and brand reinforcing. Third, you want to work in a harmonious business environment where everyone feels sincere passion for the company's destiny. We all like to work with happy people helping each other. But again, that is not an entitlement. Employees need to be treated with respect, fairness, shared information, and a sincere interest in their development. Doing so will bring each employee's best natural juices forward and the customer will feel it, even if by the most remote of means. A smooth running business throws off good subliminal messages to the marketplace and helps reinforce customer success. If you are a business owner, take the time to get to mentor, train or care about your employees. And don't be afraid to ask their opinions. They may either provide some unique insight about your business that you have been overlooking or they just may dream up the next feature to add to your product base. Unfortunately, we don't work magic. We just concentrate on getting our customers through rough patches or acute shortages in manpower. The people we work with usually have the answers either in front of them or in them, but just haven't released them yet. By offloading your coaching concerns, project back-ups, or stagnating products on our team, you will reduce your stress and make better decisions that will carry our deliverables forward after the engagement is over. Of course, we will always check in on you after the fact. That comes at no charge. Just because you hand over a check, that doesn't mean we stop caring. Expect a call or email once in a while to see how things are coming along.  

Professional Financial Solutions

Professional Financial Solutions

Professional Financial Solutions is verified Certificate of Excellence 2019

Accounting for the Modern World. We’re changing the Accounting industry for good! Based in Diamond Bar, CA, PFS is a forward thinking accounting firm, and are now servicing hundreds of clients throughout California. PFS is growing faster than ever, and the goal is to help our clients do the same. 

Athan Slotkin Inc.

Athan Slotkin Inc.

Yale MBA, Multi-Time Successful Business Founder and Ex-Corporate Exec I have 15 years experience in strategy consulting, loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups at various stages from pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in travel, financial services, real estate, retail, grocery, gas. I've created rewards programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I'm fast and hyper-reliable (that's the New Yorker in me) and pride myself on my multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side). I believe in developing a tight plan up front for every project and really focus on iterative development - I very much like establishing checkpoints with clients as I want them to be part of the process. In terms of industries, there's not an industry I haven't advised on - everything from retail to financial services to advertising to media to sciences. I love having diversity in my projects and developing the optimal business strategy. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français As I'm newer to Bark, here are a few blurbs from my clients: "Athan just gets business. I've worked with him on several different projects and he always has an incredible way of distilling the problem and developing a smart strategy." - Tara, Brand/Business Model Agency Owner "Athan is the consummate New York business person - it's no coincidence he's so good at helping others. He's gritty and reliable. He always delivers" - Kevin, Real Estate Business Owner "Hire him and give him some working space - he will surprise you." - Brian, former boss. "There are not many people who can wear so many hats simultaneously - Athan is a rare person." - Tom, Strategy Consultant 

Ebrada Financial Group

Ebrada Financial Group

 

Coastie Tax & Financial Planning, LLC

Coastie Tax & Financial Planning, LLC

Start with the end in mind. Start with a Coastie. Caring. Convenient. Coastie. We provide virtual individual and small business (or freelancer) tax preparation services with a locker full of communicating options. Beginning with "Intuit Link" (Intuit is the parent company for Turbo Tax, QuickBooks, ProConnect Tax Online **We use each of Intuit's major products!**, and Mint.com), is a secure client portal to share and e-sign documents (whether you have the software required to e-sign or not, Zoom® video conferencing, email, phone calls, and text messages. We use industry-leading financial planning software (MoneyGuidePro®) to develop personalized tax plans, college savings plans, retirement plans, budgeting, individual and/or comprehensive financial plans, and I love coaching on retirement account setup, strategic uses of all retirement accounts during the withdrawal phase.e of the Thrift Savings Plan (TSP) Accounting. Utilizing QuickBooks Online, we offer major savings with software. We offer QuickBooks setup and ongoing services. It's best to call for this service as there can be many moving parts. Consulting. We offer Business Plan Development and a variety of other consulting services such as accounting, finance, strategy, operations, and marketing.  

Crankset Group

Crankset Group

We are a team of season Business Advisors, successful small and large business executives who have helped other build successful companies. We work within our clients budgets so we do not hinder cash flow and work predominately on performance bonus. Happy to spend time on the phone deciding if we are a fit. We will gladly answer any questions during initial consult and do not charge for our services until our clients decide we are worth the time, energy and effort. Scott Connors 303.862.0507 

AnalyticSherpa

AnalyticSherpa

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics. Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure. AnalyticSherpa can help you visualize your data to uncover opportunities, identify trends, pinpoint and prevent risks and model and forecast solutions. AnalyticSherpa is bringing innovative, substantial institutional knowledge and analytics to smaller businesses.  

Close To Open Consulting

Close To Open Consulting

Full Service Business Consulting, Coaching, Mentoring, with a specialty with Management Contracts, Management Recruiting, Management Training, Leadership Development, Consulting for Restaurant and Small Business Startups, Layout & Design, Equipment & Furniture Selection, Custom Consulting Services for All Concepts, Site Selection/Negotiation, Employee Job Descriptions, Operation Manuals, Professional Business Plans, Demographic Studies, Daily P & L Implementations, Break-even Analysis, Nationwide Spotting Services, Facility Inspections, ServSafe® Food Sanitation Training, Recipe Analysis & Creation, Staff Training, Marketing Analysis, Video, Photography, H.A.C.C.P. Planning, Security Plans, Social Media Marketing Plans, Social Media Management, Website Design.  

Savvy CEO Strategies

Savvy CEO Strategies

Savvy CEO Strategies is verified Certificate of Excellence 2019

We offer outsourced business services to meet all of your company needs. With us, you are always working with a professional in their field of expertise. We offer flat fee contracts, hourly and retainer agreements. We work nationwide and internationally. Our services include Tax, Finance, Management, Sales, HR, Marketing, Public Speaking Engagements, Training, Business Exit Strategy, Business Planning, Business Start-Up Consulting, and everything in between. We have over 15 years of experience working with businesses in varying sizes from the start-up to the well established multi-million dollar companies from 0 employees to over 100 employees. Whatever your needs are, we model a plan that will fit your budget and achieve your business goals by the most effective and productive means. We are available 7 days a week around the clock via email and phone. We know that your business never stops and we are prepared to fulfill your needs when you need it. Please contact us to begin immediately. We provide a FREE 30-minute consultation to determine your needs, budget, and time frame. Thank you for your time and consideration. Savvy CEO Strategies www.savvyceostrategiesblog.com Office: 858-771-4114  

The Annuity Consultants

The Annuity Consultants

 

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One Complete Business LLC

One Complete Business LLC

We offer comprehensive business consulting services for soloprenuers and small- and medium-sized businesses. From developing your idea to creating your business model, developing your marketing plan to scaling your business, and creating a compelling customer experience; we use our custom processes to help you and your business get to the next level.  

VasaValue

VasaValue

 

Allied Exchange

Allied Exchange

 

Miracle Advisors

Miracle Advisors

 

Funnel Stack Marketing

Funnel Stack Marketing

SANDLER TRAINING We're a global training leader whose mission is your success. Global capabilities, offering smart, systematic processes customized for your organization's requirements—sales, sales management, assessments, recruiting & hiring, and everything in-between. Our suite of online diagnostic and reinforcement tools allow our clients to expand the training experience to be 24/7, thus maximizing the training investment and impact. Sandler enables Sales Managers to establish a management framework built on productive behavior, cooperation, collaboration, and accountability. The numbers prove it—Sandler-trained salespeople and management close more sales, more quickly, profitably, and consistently. 

Malimaja Marketing and Strategy

Malimaja Marketing and Strategy

 

Inner Edge International

Inner Edge International

 

ZillaMetrics

ZillaMetrics

We offer services including digital marketing, website design, hosting, SEO, and managing your paid advertising accounts. 

Montessori Interactive

Montessori Interactive

 

Vertical Ledgers and Associates

Vertical Ledgers and Associates

All levels of Accounting and Finance From Junior to Senior Level: - Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company's goals and financial standing - Provide creative alternatives and recommendations to reduce costs and improve financial performance - Assemble and summarize data to structure sophisticated reports on financial status and risks - Develop financial models, conduct benchmarking and process analysis - Conduct business studies on past, future and comparative performance and develop forecast models - Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis - Track and determine financial status by analyzing actual results in comparison with forecasts - Reconcile transactions by comparing and correcting data - Gain and update job knowledge to remain informed about novelty in the field - Consult with management to guide and influence long term and strategic decision making within the broadest scope - Drive process improvement and policy development initiatives that impact the function - Proficient in spreadsheets, databases, MS Office and financial software applications - Hands on experience with statistical analysis and statistical packages - Outstanding presentation, reporting and communication skills - Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis - Well informed in current financial subjects, accounting, tax laws, money market and business environments - BS degree in Finance, Economics or related field - Knowledge of GAAP - Knowledge of SOX  

 

Business Modeling Specialists on Bark


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