“The mind cannot foresee its own advance.” – Friedrich August von Hayek
In a world of unprecedented complexity and opportunity, organizations are looking to make new connections and find new ways of innovating. Plumbline & Associates is continually seeking better ways of working as we collaborate with clients to help them solve their complex sector issues and capitalize on opportunities to start, grow, optimize, and protect their organizations.
Our collaborative approach, connectivity, and understanding of sector issues, inspires us to ask better questions, design better answers and realize long-lasting results.
At Plumbline & Associates, we strive to help our clients better navigate the business and regulatory environment and create a legacy of improved business performance, confidence and trust.
CFO Advisory
Sometimes businesses are in need of the expertise of a Chief Financial Officer (CFO) and are unable to justify the cost of a full time CFO. If this sounds like your business, we can help. Our CFO services can be engaged in one of two ways: Call the Expert or Part Time Support.
We facilitate and perform:
- Financial Statement Assessment & Analysis
- Cash Management Assessment
- Grant Proposal Evaluation
- Strategic Planning Oversight
- Capital Project Assessment
Coaching
We gauge our success by the personal and business advancement of our clients, including professional development. We can help your business increase its business acumen and the expertise of its employees through training and coaching services.
We provide training in the following areas:
- Quickbooks
- Bookkeeping
- Basic / Advanced Excel
- Governance / Governing Board
- Leadership and / or Management
Governance
Effective Governance is critical to the health of any organization. At the center of good governance practices are solid internal controls and policies and procedures. If your organization needs further support in this area let us assist your organization in reaching its goals by engaging Plumbline and Associates
In one of the following areas:
- Infrastructure Assessment
- Policy and Procedure Assessment and/or Development
- Internal Control Assessment (G.A.A.S.)
- Operational Management Assessment (G.A.A.S.)
Strategic Planning
Every organization should have an outlook that goes beyond the next 90 days. Plumbline’s Strategic Planning services are comprehensive and meet the needs of most organizations that are looking to either solidify current strategic goals or develop strategic planning guidelines from scratch. Consider the activities below and let us know how we can be of service.
We assist in the following areas:
- Operational Performance Assessment
- Resource Evaluation
- Strategic Planning Development
- Performance Measurement Development