Why CLIMB Consulting Services?

CLIMB Business Services can provide your team with consulting services on a wide variety of business matters in a cost effective manner that can add value to your organization. We take the time to understand the needs and goals of each client and work with them in developing and implementing a game winning strategy to achieve those goals. Whether it is developing a cost-cutting strategy, organization restructuring, improving work flow, or expansion through acquisition or start-up, we can assist you in achieving organizational goals.  Our consulting services can assist you with: 

Planning and Benchmarking
Losing visibility on direction and performance?  We can assist you with robust business plan development and the development of key performance indicators (KPI's) to help track progress and keep you on target.

Business Profitability Analysis
Profitability going in the wrong direction? We will review your company's  performance, identify profit leaks, work with you on developing and implementing a realistic game plan, and establish performance metrics to track improvement. In many cases a change in "the way things have always been done" can add significantly to your bottom line.

Mergers & Acquisitions
Mergers & Acquisitions are challenging at best, and as most small to mid-sized companies do not have a separate Mergers & Acquisitions department, they generally consume a significant amount of your people resources; Resources that typically get pulled away from their normal day-to-day responsibilities. We can assist  by providing the additional support that you need through the M&A process and allow your people resources to continue focusing on current operations. Our experience, understanding and appreciation of the  analysis and administrative types of activities typically involved in the M&A process can allow you to leverage your existing human resources. We can assist you with due-diligence, financial analysis of potential targets, documentation review, and any other M&A activities diverting the focus of your internal resources from current operations. Leverage our expertise and make your next merger or acquisition less demanding on your team.   

Audit Support
Gearing up for your first audit? Year-end audit fast approaching with lots of work to be done?  We will assist your team prepare so that your company is audit ready and implement controls to help you with reducing next year's audit fees.

Internal Controls & Policy Development
Proper internal controls are critical in the prevention of fraud, financial statement misrepresentations, erroneous recordings, and in maintaining financial data integrity. Lack of internal controls is an open invitation for problems and could spell disaster for your company. CLIMB Business Services can assist in developing robust internal controls to better safeguard your assets and maintain financial data integrity. We can also provide your organization with Internal Control Templates that are customizable to fit your company needs. 

Financial Training
Does your team excel in operations but lag in their understanding of the finances?
We can provide financial training to your operations team so that they have an enhanced understanding of how their decisions impact the financial statements and overall profitability.  Arming your team with  basic financial know-how can yield significant returns from your team and add to your bottom line.

Foreign Direct Investment - Mexico
Thinking of expanding your operations south of the border? Expanding operations outside of the United States is a significant milestone for a company. However, while FDI can yield significant returns to your company, it can also pose significant risks to your initial investment and to the financial stability of your home operations. Planning and research are critical prior to investing abroad. We have significant experience working in Mexico and have well-established relationships with CPA's and other professionals in Mexico.  Leverage our experience with the intricacies of doing business in Mexico to make your expansion a smoother and less complex event.