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Aligning an organization takes several coordinated steps. Cattermole & Associates, LLC has developed a list covering the 8 essential steps (see below) that, when implemented, will ensure efficiency and profitability. Our services are divided into three categories - Accounting/Financial, Operational, and Personnel.
Accounting and Financial Services
- Management of all accounting and financial needs - ranging from basic bookkeeping chores to assuming duties as part-time or interim Controller or CFO
- Preparation of effective customized cash-focused business or strategic plans that meet specific client requirements
- Ability to guide the organization through a successful financing
- Provide the guidance and support through difficult transitions such as:
- Turnaround or crisis
- Growth to the “next level”
- Merger or acquisition
- Management change
- Sarbanes-Oxley compliance
Operational Services
- Perform as interim manager
- Implementation aligned management system
- Implementation of management systems based on key processes and controls
- Entity-wide risk management (ERM)
Personnel Services
- Implementation of performance appraisal systems
- Implementation of performance-based bonus plans
- Identification and retention of talent
- Identification of organizational culture
- Executive/leadership coaching and development
- Employee development
Cattermole & Associates, LLC's Proprietary Alignment Checklist:
Clear Vision and Mission Statement communicated to all employees
Leadership
Organizational Chart
Long and Short Term Integrated Planning Process
Management System
Performance Appraisal System
Key Processes
Job Descriptions
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