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Remedy your business “Aches & Pains”
with a ChalkCreek Consulting
Business Wellness Exam.
|
Business Wellness Exams
At ChalkCreek Consulting, we help small businesses reflect, plan, take action, and measure results for meeting their business and financial management goals. We offer a range of “Exams” from the basic “Vital Signs” to the annual “Complete Physical.”
| Business Indicator |
"Vital Signs" |
Well Business Exam |
Complete “Physical” |
| Key Business Indicators: |
| Solvency |
x |
x |
x |
| Financial Strength |
x |
x |
x |
| Inventory Velocity |
x |
x |
x |
| Gross Margin |
x |
x |
x |
| Profit before Taxes |
x |
x |
x |
| Return on Assets |
x |
x |
x |
| Return on Inventory |
x |
x |
x |
| Business Management Status |
| Legal Contract Forms |
|
x |
x |
| Intellectual Property |
|
x |
x |
| Work for Hire and Independent Contractor Issues |
|
x |
x |
| Employee Handbooks and Compliance Issues Litigation/Claims Status |
|
x |
x |
| Accuracy and Timeliness of Accounting Records |
|
x |
x |
| Accounting Reports and Decision Making |
|
x |
x |
| Compliance of Tax Payments/Reporting Forms |
|
x |
x |
| Real Costs of Business Financing Tools |
|
x |
x |
| Adequacy of Insurance Limits/Umbrella Options |
|
x |
x |
| Insurance Risk Management and Mitigation |
|
x |
x |
| Existing Claims Status |
|
x |
x |
| Track Record of Suppliers/Supplier Contracts |
|
x |
x |
| Supplier Market/Availability |
|
x |
x |
| Tracking Employee Time and Information |
|
x |
x |
| Time Management Issues |
|
x |
x |
| Quality of Hosting Arrangements/Bandwidth/File Storage Options |
|
x |
x |
| Tax Issues |
Impacts of Increased Profits/Business Growth on Income, Sales, Property Tax Liabilities
|
|
x |
x |
| Positioning for Tax Law Changes/Use of Tax preferences |
|
x |
x |
| Usable Mileage Rates, Per Diem Rates, and Employee Expenses |
|
x |
x |
| Calculating Expected Tax Liabilities |
|
x |
x |
| Marketing Status |
| Your Business vs. Industry Trends |
|
|
x |
| Immediate Market Changes |
|
|
x |
| Major Competitor Activity |
|
|
x |
| Gaining Increased Market Share |
|
|
x |
| Marketing Strategies vs. Tactics |
|
|
x |
| Effectiveness of Online Presence |
|
|
x |
| Utilization of Social Media |
|
|
x |
| Goal Setting/ Action Planning |
| Establishing Priorities for Coming Year |
|
|
x |
| Planning New Projects |
|
|
x |
| Quantifying Goals with a Budget, Reasonable Timetable, and Defined Source of Funds |
|
|
x |
| Developing Strategies to Encourage Repeat Business |
|
|
x |
| Creating Avenues for Cross-Selling |
|
|
x |
| Developing Strategies for Employee Retention |
|
|
x |
| Building a Healthy Workplace |
|
|
x |
| Setting Review and Progress Measurement Goals |
|
|
x |
| Vital Signs |
|
Questionnaire
|
$20
|
|
Input info
|
$20
|
|
Brief report
|
$10
|
|
Meeting
|
$50
|
|
total
|
$100
|
| Wellness exam |
|
Questionnaire
|
$50
|
|
Input info
|
$50
|
|
Brief report
|
$150
|
|
Meeting
|
$250
|
|
Total
|
$500
|
| Complete "Physical" |
|
Questionnaire
|
$300
|
|
Input info
|
$200
|
|
Report
|
$200
|
|
Meeting
|
$300
|
|
Total
|
$1000
|
|
