Business Consulting Services

Steele Dynamic Services offers a wide variety of business consulting services. Below is a very broad list of the areas we can help. If you don’t see exactly what you are looking for, just complete the Free Consultation form at the bottom of the page with your specific needs and we’ll let you know how we can help you create the future you want!

Administrative Operations

How scalable are your current administrative processes and procedures? Are they able to grow sustainably as the business grows, or will the current way of doing business bury your team in paper and a requirement that you add more and more administrative overhead as the business expands? We can assist in developing processes and procedures designed to keep administrative overhead to a minimum, meaning lower fixed overheads and better net income performance.

Fractional CFO Services

Do you need assistance creating an operating budget? We can help! Are monthly financial reports not providing the information you need? Are you struggling to get reporting from your bookkeeper or accountant that makes sense or to understand what the numbers are telling you beyond just your net profit? Our fractional CFO services can take the mystery out of your monthly financial reports and help you understand the critical pieces through dashboarding, benchmarking, and analysis.

General Business Operations

From invoicing to payables, payroll to paying sales taxes, there are countless back-office operations your staff must complete regularly. We can provide an assessment of your overall administrative process which may reveal areas of opportunity to streamline recurring, time-consuming manual processes, reduce paper, and allow your team to be more productive.

M&A Due Diligence

Interested in acquiring a competitor but not sure what you are looking for in their financial reports or what questions to ask? We can assist in reviewing the financial records and compiling a list of critical questions for your merger and acquisition targets. And if you need help getting data exported, formatted, and uploaded into a data room, we can do that as well!

Management Coaching

Do you have all the right people in the right seats on the bus? Trying to figure out how to get the most out of your team? Are you struggling to find balance as a leader? We can provide one-on-one coaching for you or your key leadership team members.

Management Reporting

The old saying “knowledge is power” is true! You probably have several different business systems that contain data useful for reporting. Have you ever wished that you could merge data from these multiple systems to create more powerful reporting? We can help develop tools such as a management dashboard, ratio analysis, and financial trending that will provide critical information in a timely and concise format, allowing you to have the best information available when making important business decisions.

Systems Integration

Perhaps you have invested in a system, such as Aspire Software, Boss LM, LMN, or SAP to bid, track time and expenses, and generate meaningful reports, but are only utilizing a small part of what you are paying for, or worse, the system is not working for you and you are not getting the support needed to integrate it fully into your operation. We have successfully navigated these kinds of integrations and can help you get the most out of your systems!

Ready to get started? Please complete the form below to schedule a free 30-minute, no-obligation, consultation appointment. We are excited to help you create the future you want!