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A full service CPA Firm committed to your success
17199 N. Laurel Park Drive
Suite 301
Powerscourt Building
Livonia, MI 48152-7904
Kopmeyer Talty Office Location Map
Telephone: 734.953.8600

Step #5 - Review & Monitor

cfo development
cfo_analysis cfo_review cfo_review
cfo training
Activities Deliverables Results
  • Periodic facilitated meetings to review and advise on ways to improve critical numbers
  • Meetings
  • Handouts
  • Analysis
  • Updated plan
  • All management team members with common understanding of performance
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  • Services
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      • Accounting Service Overview
      • Business Accounting
      • Individual Accounting
      • Fiduciary Accounting
    • Business Planning
      • Business Planning Overview
      • Business Start Up
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      • Strategic Planning
    • Tax Planning & Compliance
      • Tax Planning/Compliance Overview
      • Business Tax Planning
      • Individual Income Tax
      • Trusts and Estate Tax
    • Technology Planning
  • CFO Program
    • CFO Program Introduction
    • Car Analogy
    • CFO Five Steps
      • Step 1 - Analysis and Planning
      • Step 2 - KPI Development
      • Step 3 - Financial Training
      • Step 4 - Report & Rewards
      • Step 5 - Review & Monitor
    • Other Services
    • Summary
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CFO Program

  • Introduction
  • Car Analogy
  • Step 1 - Analysis & Planning
  • Step 2 - KPI Development
  • Step 3 - Financial Training
  • Step 4 - Report & Rewards
  • Step 5 - Review & Monitor
  • Other Services
  • Summary
  • Certified Quickbooks Proadvisor
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