Services to Help Your Small Business Thrive
With our services, you can take control of cash flow, budgeting, fraud detection, and other activities that are essential for the success of your small business. You can count on us to help you run your business more efficiently, expedite growth, and stay ahead of your competition.
Coastal Consulting may be just what you need to build and run the profitable and enjoyable business you’ve always wanted while maintaining the high quality of life you deserve. Contact us today for more information.
Coastal Consulting Can Help You With
Coastal Consulting is pleased to offer a variety of services to small business owners. Here’s a brief overview of what they are.
Business Analysis
Through business analysis, we can recognize the needs of your small business and help you find solutions to meet them.
Cash Flow Forecasting and Budgeting
Cash flow forecasting and budgeting can help you understand how much money you can expect to receive and pay out over a certain period of time.
Coaching
We provide coaching services to you and key employees to become knowledgeable on procedural changes for sales, operations, fraud, cost controls, and more.
Sales Culture Evaluation
A healthy sales culture is the key to success for any small business. We’ll investigate your current sales culture and make recommendations for how it can be improved.
Banking Support
Our banking support service is designed to help you navigate the complexities of various common small business banking functions such as finding and taking out a loan.
Fraud Detection and Prevention
Unfortunately, no small business is immune to fraud. We can help you detect and prevent fraud so that it doesn’t take a serious toll on your organization.
Internal Control Evaluation
Internal controls are policies or procedures which are implemented to increase efficiency, protect your assets, and promote accountability. You can depend on us to evaluate your internal controls and suggest strategies for improvement.
Budgeting and Planning
To succeed in today’s increasingly competitive business landscape, budgeting and planning is imperative. Our budgeting and planning services can ensure the finances of your small business stay on track.
Crisis Management
A crisis can strike your small business when you least expect it. Our crisis management service can help you deal with any crisis that may come your way in a way that minimizes damages and allows you to recover quickly.
Why Coastal Consulting
Coastal Consulting is not your ordinary small business consulting firm. Let’s take a look at a few of the many reasons we are different.
Founded by a Small Business Expert
Ted Kolgaklis, the founder of Coastal Consulting has recently retired from a successful 39-year career in commercial banking. He spent 32 of those years providing various services to small businesses. Ted is passionate about helping small businesses thrive and dedicated to putting his wealth of knowledge and experience to good use.
Complete Accessibility
Coastal Consulting is always here for you. We will visit your business for most meetings and answer your questions or address your concerns in a timely fashion. You’ll never have to worry about not being able to reach us because we make ourselves accessible.
Customized Solutions
We don’t believe in a one-size-fits-all solution to small business success. We’ll take the time to get to know your unique business and long-term goals so that we can design customized solutions that can help you achieve profitability and prosperity for years to come.
A Focus on Quality of Life
In addition to helping your small business grow and profit, we focus on improving your quality of life as the owner. With our services, you can enjoy more control of your business and gain the business skills and knowledge related to strategy, planning, and problem solving that are vital for success.
How It Works
Partnering with Coastal Consulting is easy and convenient. Here’s how it works:
Step1
Phone Conversation
If you’re interested in learning more about how Coastal Consulting can help your small business, give us a call. Once you do, we’ll educate your further on our services and the various phases you can expect when working with us.
Step2
Discovery
During the discovery phase, we’ll meet with you to get to know your unique business, challenges, and long-term goals. The discovery phase will also be a time for you to get to know us and the various services we provide.
Step3
Evaluation
The goal of the evaluation phase is to identify what changes we recommend for your small business. We’ll evaluate your strengths and weaknesses as well as your current and foreseeable problems.
Step4
Solution Design
After the evaluation phase, we’ll focus on designing solutions to your small businesses and create plans to help you capitalize on opportunities. We’ll present the solutions and plans to you and answer any questions you may have.
Step5
Implementation
The implementation phase is where the solutions and plans we have designed and you have agreed to get implemented. During implementation, the goal will be to build on your assets, reduce liabilities, monitor progress, and make adjustments as needed.
Step6
Ongoing Monitoring
Once everything has been implemented, we’ll schedule periodic follow-up meetings so we can monitor your progress and make sure you’re on track. Throughout these meetings, you will notice personal and organizational change, growth, and even transformation.
