Services Overview

Desired State provides business consulting services to professional organizations with a focus on Financial Management, HR Administration, and Performance Analytics. Building on fundamental components of business management, our clients can expect to achieve a more desired operating state.

Financial Management

• Improving financial process and reporting

• Creation and tracking of annual overhead budgets

• Calculations of overhead, breakeven, and profit rates

• Analysis of your billing rates to ensure company costs plus profit is achievable

• Management of Accounts Receivable which entails tracking your client budgets, creating your client invoices or projections, and project profiability

• Management of Accounts Payable

• Liaison to outside consultants such as bookkeepers, payroll providers, CPAs, bankers, insurance brokers, etc

HR administration

• HR audit of employee files, policies, workflows

• Establishing best HR practicies

• Management of the employee lifecycle

• Benefit package review and administration

• Management of the annual benefits renewal process

• Creating templates

• Individual policies or entire handbooks

• Salary and wage review

• Total compensation statements

• Budgeting for future employees

Performance Analytics

• Calculations and review of annual metrics

Our Process

Each of our clients are in a different stage of their development, will have different goals, workflows, and use different systems. As we dive into your details, we’ll determine the strengths and weaknesses of your practice, develop the path to build toward your desired operating state.