The SBA Tuning Toolbox
SBA has developed a range of "tools" that clients may utilize
that assist them in attaining their goals. These tools create many of
the systems and processes to ensure "Smooth
Sailing for Entrepreneurs"
These services are as follows:
For information on
any of the above programs
please contact SBA at 295-7832.
Financial Scorekeeping Process
SBA uses a variety of tools to "keep score" of your business.
This service can be structured to prepare financial accounts on the appropriate
basis for your business needs.
This service can be provided on site or in our offices.
The deliverable to you as a client is a set of financial statements including
an Income Statement and a Balance Sheet prepared according to Generally
Accepted Accounting Principles.
Financial Analysis and Reporting Process
In order to effectively manage your business it is critical that the business
develop an operating budget or spending plan in order to create a financial
"road map". Based on this information SBA can then develop a
comprehensive analysis and reporting package targeted towards your needs.
Using key financial ratios together with graphs and charts an easy to
understand report is provided to clients, usually on a quarterly basis.
Meeting with the clients and reviewing this report allows the "team"
to assist the clients in meeting their financial objectives.
Business Plan Development Process
As part of the effective management process it is often necessary for
a client to develop an overall business plan. This is most often required
by the stakeholders in the business in order to continue to advance capital
funds or lines of credit for operations.
These plans include information on the business environment, competition,
opportunities, and threats to the business in the short term operation.
SBA can work with the client to develop a meaningful and useful plan to
complement the financial "road map that has been developed