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Services Offered
Monthly Business Advisor / Part-Time CFO
Monthly Business Advisor services are offered to help firms achieve and maintain highly
effective business operations, strong financial management, and targeted
profitability. Brian Clark provides a key management / part-time CFO role in small and
medium-sized design firms.
The monthly services are well-suited for firms that are between 15 to 100 in staff size,
have an accountant/bookkeeper(s) on staff, and an outside CPA. The fee plan for
these services vary depending on the unique needs and objectives for each client.
Services may include:
Monthly
Annual / Semi-Annual or as needed
Business Consulting Services - As needed hourly services
Business Consulting Services are provided in the following areas:
Monthly Business Advisor / Part-Time CFO
Monthly Business Advisor services are offered to help firms achieve and maintain highly
effective business operations, strong financial management, and targeted
profitability. Brian Clark provides a key management / part-time CFO role in small and
medium-sized design firms.
The monthly services are well-suited for firms that are between 15 to 100 in staff size,
have an accountant/bookkeeper(s) on staff, and an outside CPA. The fee plan for
these services vary depending on the unique needs and objectives for each client.
Services may include:
Monthly
- Advisor to Owners and non-owner Principals on financial and operational issues
- Advisor to accounting staff, oversight of accounting operations and reports
- Review and analysis of financial, project, staff and operational performance
- Customized management summary reports (along with standard reports)
designed to provide a clear snapshot of performance in all areas of the
business
- Management meetings to review performance and discuss ongoing actions that
enable firm to achieve targeted growth, profit, operational and other business
goals
Annual / Semi-Annual or as needed
- Coordination of financial budgets, profit planning, and performance targets
- Billing and fee rate analysis
- Employee salary, benefits, and development cost analysis
- Overhead cost analysis
- Banking and capital requirements
- Accounting and project management software consulting
- Project management operations review
- Ownership planning & related issues
- Staff workshops
- Year-end planning
- Other business operations & issues
Business Consulting Services - As needed hourly services
Business Consulting Services are provided in the following areas:
- Financial Management and Business Operations
- Deltek Vision / Other Software Consulting
- Accounting Operations
- Project Management Operations
| Clark Management |
Business Consulting Services for the Design Professions