HB Coaching and Consulting provides financial and procedural consulting services for small to large businesses and non-profits in the U.S. We complete reviews and assessments on financial and operational risks. We prepare and implement operational policies and procedures to help minimize the risk of financial loss. We consult on efficiency of current procedures to help increase profits and decrease overhead. We also can investigate fraud within your business or organization.

 

Business Consulting

Preparation/Development

Thinking about starting a business or have you just opened one?  If so, this phase is exactly what you need!  In this phase we will define the following: Your what, Your why, and Your how.  

We will discuss why you are passionate about this business and identify areas where we can put your passion to action.  We will also answer some of businesses toughest questions. 


  • Who needs to be on my internal and external business teams?

  • What systems do I need to have in place to safeguard resources and eliminate waste?

  • Who is best suited to lead day-to-day operations?

  • Do I have the right licenses and registrations in place for my business?

  • Am I receiving the appropriate tax deductions? 

  • Is our insurance sufficient for the service we provide?


With these answers we will develops a game plan to accomplish your short and long term goal!

Improving

Been in business for a while but feel as though you have plateaued?  Are you noticing routine responsibilities slipping through the cracks? If so, this phase is for you!  Our goal in this phase is to get to the root of your routines and clear away any activity standing between you and your daily goals.  During this phase we will come to your business and observe your team in action.  At the conclusion of the observation period we will furnish you with a report that will identify any “routine ruts” that your business may have fallen into.  Also included will be a step-by-step implementation playbook to guide you as you refine or establish new processes designed to increase efficiency and your bottom line.

Preserving

At the core of any success story is the word accountability.  We would be honored to provide quarterly, semi-annual, or annual check-ups for your business to ensure that the processes we’ve identified are still being implemented.  Growing your business to its full potential will require follow through of your previously outlined goals.  As you continue to grow and look to the future we specialize in preserving your successes while casting vision for your next growth opportunity.

 

Fraud Related Services

Operational Fraud Risk Assessments

Did you know that in almost every business some type of fraud can be detected and found? The important thing is what are you doing as a business owner to minimize your risk of fraud? We can come in,  identify and complete an assessment on operational and financial "holes" within your organization. We will provide you a full report and recommendations list of controls you can implement moving forward to minimize your fraud risk. 

 

Financial Fraud Investigations

Do you suspect fraud within your organization? We can come in and conduct an investigation to determine if fraud is or was happening within your department or organization.