More about AretéUnboxed's services

Core Financial Services (General to Specific)

• Accounting System Setup & Cleanup:

  • Designing and implementing a chart of accounts tailored to the business.

  • Migrating to new accounting software (e.g., QuickBooks, Xero).

  • Reconciling accounts and correcting errors.

• Bookkeeping & Financial Reporting:

  • Ongoing bookkeeping services (monthly, quarterly, annually).

  • Generating financial statements (balance sheet, income statement, cash flow statement).

  • Developing customized financial reports for management decision-making.

• Budgeting & Forecasting:

  • Creating realistic budgets aligned with business goals.

  • Developing financial forecasts to anticipate future needs.

  • Analyzing variances and providing recommendations for improvement.

Advanced Financial Services:

• Financial Analysis & Consulting:

  • Analyzing key performance indicators (KPIs) to identify areas for improvement.

  • Providing insights on profitability, liquidity, and solvency.

  • Developing financial strategies for growth and sustainability.

• Cash Flow Management:

  • Optimizing cash flow cycles.

  • Developing strategies for managing receivables and payables.

  • Securing financing options (loans, lines of credit).

• Pricing & Cost Control:

  • Developing pricing strategies to maximize profitability.

  • Analyzing costs and identifying areas for reduction.

  • Implementing cost control measures.

Specialized Financial Services:

• Tax Work Paper Preparation:

  • Implementation of tax-efficient strategies.

  • Preparing business tax return work papers.

  • Supporting clients in tax audits.

• Fraud Prevention & Detection:

  • Implementing internal controls to prevent fraud.

  • Conducting fraud investigations.

  • Providing expert witness testimony.

• Financial Services Packages:

  • Basic Package: Accounting setup, basic bookkeeping, and financial reporting.

  • Standard Package: Adds budgeting, forecasting, and basic financial analysis.

  • Premium Package: Includes advanced financial consulting, cash flow management, and specialized services.

Core Operational Services (General to Specific)

• Process Optimization:

  • Analyzing existing workflows and identifying bottlenecks.

  • Streamlining processes to improve efficiency and reduce waste.

  • Implementing process improvement methodologies (e.g., Lean, Six Sigma).

• Workflow Design & Documentation:

  • Creating visual workflows to clarify processes and responsibilities.

  • Developing standardized procedures and work instructions.

  • Implementing document management systems.

• Inventory Management:

  • Optimizing inventory levels to minimize carrying costs and stockouts.

  • Implementing inventory tracking systems.

  • Developing forecasting models to predict demand.

Advanced Operational Services:

• Supply Chain Management:

  • Evaluating and selecting suppliers.

  • Negotiating contracts and managing supplier relationships.

  • Optimizing logistics and distribution networks.

• Quality Management:

  • Implementing quality control procedures.

  • Obtaining quality certifications (e.g., ISO 9001).

  • Conducting root cause analysis to identify and address quality issues.

• Technology Integration:

  • Assessing technology needs and recommending solutions.

  • Implementing and integrating new software and systems.

  • Providing training on new technologies.

Specialized Operational Services:

• Lean Manufacturing:

  • Implementing lean principles to reduce waste and improve efficiency.

  • Conducting value stream mapping.

  • Implementing 5S methodology.

• Project Management:

  • Defining project scope and objectives.

  • Developing project plans and timelines.

  • Managing project resources and risks.

• Change Management:

  • Developing and implementing change management strategies.

  • Communicating changes effectively to employees.

  • Managing resistance to change.

• Operational Services Packages

  • Basic Package: Process optimization, workflow documentation, and basic inventory management.

  • Standard Package: Adds supply chain analysis, quality management basics, and technology assessments.

  • Premium Package: Includes advanced operational consulting, specialized methodologies (Lean, Six Sigma), and project management support.

Core Planning & Strategy Services (General)

• Business Plan Development:

  • Guiding clients through the creation of a comprehensive business plan.

  • Defining the business vision, mission, and values.

  • Conducting market research and competitive analysis.

  • Developing financial projections and funding strategies.

• Strategic Planning:

  • Facilitating strategic planning sessions with key stakeholders.

  • Identifying core competencies and competitive advantages.

  • Setting strategic goals and objectives.

  • Developing action plans and implementation strategies.

• Market Analysis & Research:

  • Analyzing market trends and identifying opportunities.

  • Conducting customer segmentation and targeting.

  • Evaluating competitive landscapes.

  • Developing market entry strategies.

Advanced Planning & Strategy Services:

• Growth Strategies:

  • Identifying and evaluating growth opportunities (e.g., new markets, new products).

  • Developing expansion strategies (e.g., franchising, licensing).

  • Creating marketing and sales plans to drive growth.

• Innovation & New Product Development:

  • Generating new product ideas and conducting feasibility studies.

  • Developing product roadmaps and launch plans.

  • Managing the innovation process.

• Organizational Development:

  • Assessing organizational structure and effectiveness.

  • Developing strategies for improving communication and collaboration.

  • Implementing change management initiatives.

Specialized Planning & Strategy Services:

• Mergers & Acquisitions (M&A) Advisory:

  • Identifying potential acquisition targets.

  • Conducting due diligence.

  • Negotiating deal terms.

  • Integrating acquired businesses.

• Succession Planning:

  • Developing succession plans for business owners.

  • Identifying and training successors.

  • Facilitating the transition of ownership.

• Sustainability Planning:

  • Developing sustainability strategies.

  • Implementing environmental and social responsibility initiatives.

  • Measuring and reporting on sustainability performance.

• Planning and Strategy Packages:

  • Basic Package: Business plan development, basic strategic planning, and market research.

  • Standard Package: Adds growth strategy development, innovation assessments, and organizational analysis.

  • Premium Package: Includes advanced strategic consulting, specialized services (M&A, succession planning), and sustainability planning.

Core Analysis Services (General to Specific)

• Financial Analysis:

  • Profitability Analysis: Identify the most and least profitable products/services, analyze margins, and recommend pricing adjustments.

  • Cost Analysis: Examine expenses, identify areas for cost reduction, and suggest efficiency improvements.

  • Cash Flow Analysis: Assess cash flow patterns, identify potential risks, and recommend strategies for improvement.

  • Financial Ratio Analysis: Calculate and interpret key financial ratios (liquidity, solvency, profitability) to assess overall financial health.

• Operational Analysis:

  • Process Efficiency Analysis: Map out key processes, identify bottlenecks and inefficiencies, and recommend improvements.

  • Inventory Analysis: Analyze inventory turnover rates, identify slow-moving items, and recommend inventory optimization strategies.

  • Sales & Marketing Analysis: Analyze sales data, identify top-performing channels, and recommend marketing strategies for improvement.

  • Customer Analysis: Analyze customer demographics, purchase behavior, and feedback to identify trends and opportunities for improvement.

• Competitive Analysis:

  • Market Research: Analyze market trends, competitor offerings, and customer preferences to identify opportunities and threats.

  • Competitor Benchmarking: Compare the client's performance to key competitors across various metrics (pricing, marketing, operations).

  • SWOT Analysis: Identify the client's internal strengths and weaknesses, as well as external opportunities and threats.

• Strategic Analysis:

  • Strategic Review: Assess the client's current strategy, identify gaps and inconsistencies, and recommend adjustments.

  • Risk Assessment: Identify potential risks to the business (financial, operational, market-related) and recommend mitigation strategies.

  • Opportunity Assessment: Identify new market opportunities, product/service expansion possibilities, and strategic partnerships.

• Ai Analysis:

  • Review for optimal Ai tools.

  • Ai usage and growth strategies.

• Analysis Service Packages:

  • Basic Analysis Package: Focus on one key area, such as financial or operational analysis.

  • Comprehensive Analysis Package: Combine multiple areas of analysis for a holistic view of the business.

  • Custom Analysis Package: Tailor the analysis to the client's specific needs and objectives.

• Deliverables:

  • Written Reports: Provide detailed findings, insights, and recommendations in a clear and concise format.

  • Presentations: Present the analysis findings to key stakeholders in a visually engaging manner.

  • Dashboards: Create interactive dashboards to track key performance indicators (KPIs) and monitor progress.