Evolving Businesses

Level 2 Client Services Menu

For evolving businesses that are undergoing changes or growth, Boudreaux, Henderson & Company, LLP offers a Level 2 package of services designed to help address your unique situation and keep business moving in the right direction. This package provides all of the services from Level 1, plus additional accounting, support services and business solutions that we can customize to meet your company’s needs.

Our Level 2 package includes:

– All of the services in Level 1.
– Preparation of annual profit plan (budget with two to three key performance indicators).
– Monthly or quarterly one-page flash report presenting key information.
– Monthly or quarterly meetings to review financial results, ratios, strategies and
   comparison to profit plan (trend analysis, cash flow analysis).
– Business Literacy Training sessions for owners and managers.
– Biannual tax planning meeting after fourth and tenth month in your fiscal year.
– Assisting with banking and financing relationships.
– Analyzing capital acquisitions (lease vs. buy, feasibility).

The following additional customized services may be added to this package:

• CFO to GO! bill-paying services.
• SWOT Analysis and development of graphic one-year action plan (four hours).
• DISC profiles to assist in employee management.
• Net portal to view documents 24/7.
• Assistance with hiring of accounting personnel (includes DISC profile).
• Technology training on accounting system.
• Assistance with required organizational documentation and records (minutes, etc.).
• Set-up and maintenance of personnel files.
• Fraud audit.
• Development of written policies and procedures
• Group facilitation (periodic meetings, specific issues).
• Strategic Planning (three or five years).
• Detailed process mapping.
• Team building exercise.
• Development of incentive compensation plan.
• Advisory member to attend management or board meetings.
• Member of audit committee – liaison between board/auditors (audited entities).