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Client Testimonial
"We took on the services of Roth Consulting as the enormity of the economic downturn was having it's most deleterious affect on our business. Initially we asked for assistance in raising capital and cash flow strategies. Eventually we turned to the painful reality of selling or dissolving the business. Steve Roth proved very effective in negotiating with vendors, developing strategy for identifying and approaching serious buyers, and generally sharing business experience. With Steve's support, we found sufficient backbone to deal with this most difficult time."
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Contact me at sroth@consultroth.com or 707-815-1146 to discuss your business or new idea. First consultation is free to new clients.
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Consulting Services
The typical client engagement involves achieving long-term goals and objectives and, therefore, the majority of client relationships last for a year or longer reflecting the broad based nature of the assignments and the client relationships. The typical engagement is 8 to 20 hours per month which translates into $2,000 to $5,000.
Special rates are available for our non-profit clients and are negotiated with new clients on a need basis.
There are no minimum number of hours required nor the need for a set schedule. A small retainer/deposit is required at the beginning of the relationship and is credited back to the client at the end of the engagement.
Specific short-term engagements are done on an hourly rate and do not require a desposit/retainer. Fees for high intensity projects, such as turnarounds, financial restructurings and start-ups, are also open to negotiation with clients prior to the start of the engagement.
Time is tracked in 15 minute increments with no charge for travel time within the Bay Area. Expenses are billed at cost as incurred with any major expenses agree to with the client beforehand.
Invoices are sent out at the end of each month, payment is expected as of the 15th of the month and past due accounts are charged at a 1.5% per month interest rate.
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Roth Consulting is pleased to announce two new packages for smaller clients
CFO Starter Program
In the first month, we will work with you to:
1. Develop Management Information from the company's accounting data
2. Convert this into the reports you need to understand and manage the company
3. An analysis of what needs to be done to achieve your goals
4. A one hour meting to review the business and financial goals to be achieved over the next 5 months
5. 20 emails and 2 half hour conference calls per month.
We work with these clients for another 5 months to make the reports an integral part of how the business is managed to achieve the desired results.
The cost is $1,500 for the first month and then $750 per month for the next 5 months. No more than 10 clients can be in this program at one time.
CFO Gold Program
In the first month we will work with you to:
1. Review the company's accounting structure including its chart of accounts and use of Classes
2. Make changes as needed to capture the basic account information in the right format and level of detail
3. Develop and implement Management Information reports
4. Build a comprehensive cash flow management pro-forma with which to stay in control of cash
5. Review and help write a formal Mission Statement defining the company's long-term strategy and goals
6. Unlimited emails and one 1-hour conference call twice a month
7. Analysis of the Company's monthly financial reports
8. Work with the client on a regular weekly schedule to increase sales, improve profits and just make more money.
The cost is $2,000 for the first month and then $1,000 per month for the next 5 months. Only 5 clients can be in this program at one time.
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