Punch List Process
Delivery Route Analysis
Automation Analysis
Manpower Requirements
Delegation of Authority
INVENTORY
SKU (Product Mix) Analysis
Turn Rate
Min-Max Seasonal Analysis
Theft/Shrinkage
Warehouse Utilization
Security
Vendor/Mfg. Rebate Programs
Flooring Plans
Shipping Process
Cycle Counting Schedule
LIFO-FIFO Analysis
Service Truck Inventory
Purchase Order Control
OTB (Open To Buy) Programs
Truck Cargo Tracking
Inventory Pick Control
Material Handling Methods
Material Receiving Process
HUMAN RESOURCES
I-9 Compliance
Interview Procedures
Turnover Cost Analysis
Training Procedures
Employee Performance Measures
Employee Incentives
Wage & Hour Compliance
FMLA Compliance
Worker’s Compensation Controls
Unemployment Costs & Controls
Progressive Discipline Procedures
Peer Review
Employee Motivation and Morale
Wage & Salary Administration
Benefit Planning & Analysis
Title VII Investigation Procedures
Health Insurance Cost Containment
SALES & MARKETING
Margin Mix
B/E PriceAnalysis
Territory management
Lead Generation
Lead Management
SIC Code Targeting
Traffic Flow
Advertising ROI
Out-of Stock Ratio
Promotional Incentives
WEB/Online Strategies
Alternative Distribution Channels
Demographic Analysis
Sales Staff Compensation
Employee Incentives
Order Processing
Customer Service Monitoring
Sales Reporting Procedures
Account Analysis
TAX & ASSET PROTECTION
Exit Strategy Planning
Buy-Sell Agreements
Estate Tax Planning
Key Person Insurance
Personal Tax Benefits
Corporate Asset Protection
Personal Asset Protection
Asset Transactions
Succession Planning
Entity Structure
Business Valuation
Business Value Mapping
FINANCIAL
Working Capital
Accounts Payable
Accounts Receivable
Interest Expense
Cash Flow Analysis
Progress Billing
Flooring Costs
Capital Structure
Operating Budget
Retained Earnings
Equity Funds
Cash Reserves
Break-Even Analysis
Gross Margin Analysis
Below is a few of the 250 or so critical variables that affect profits and success of a business.
Below is a few of the 250 or so critical variables that affect profits and success of a business.
Percent Expense Allocation
Cash Forecasting
P & L Statements
Balance Sheet
Statement of Cash Flow
Credit Policies
Profit Center Analysis
Overhead Allocation
Sales Commission Reporting
Inventory Turns
Current Liabilities to Current Assets
Quick Ratio
Current Ratio
Liability to Net worth
Sales to working Capital
A/P to Sales
Assets to Sales
Return on Sales
Return on Assets
Return on Net Worth
PRODUCTION
Estimating Procedures
Job Cost Analysis
Waste
Scrap
Percentage re-work
BOM (bill of material) process
Scheduling
Equipment Utilization
Production Incentives
Production Pay request
Production Costing
Production Forecasting
Shop Layout
Maintenance Costs
Small Tools and Supplies
Process Control
Quality Control Processes
Set-up / Teardown Costs
Production Bottlenecks
Equipment Break-even
Work Flow Analysis
Prod. Forecast / Inventory levels
Overtime Control
Critical Path Scheduling
Equipment Rental Control
Maintenance Shop Productivity
Tax Costing
Percentage of Completion Rep.