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“...Gloria helped us make sense of our transition. She framed the questions and the process for us; gave us the freedom to focus on our answers. Meetings were very intense and Gloria brought focus to our intensity, taking our corporate culture into account and maintaining our sense of humor. She led us through ideas, possibilities and perspectives. We emerged with a new identity, “Bringing value to change,” that better reflects who we are now and what we’re becoming. Gloria also helped us create a rational business plan, establish accounting procedures and develop financial models. We’re now in a position where we can determine when to look for outside funding and communicate our business plan to potential investors with confidence and clarity.”

Kurt Cleveland
CEO
Inflection Design

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We start with a conversation and then structure services around your needs and priorities. Where do you want to go? What do you need to get there? Services include:

  • Accounting system and staff development. Apply tactics that save time and help managers make informed decisions. Screen and train new employees.
  • Periodic financial reviews. Audit reports to see that processes are working. Help interpret the numbers and their implications.
  • Financial modeling. Engage you in strategic discussions. Then, produce statements and graphs that help you visualize possible outcomes of your strategies and assumptions.
  • Project management. See you through implementation of business plans and process improvements. Help you deliver on commitments.


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Contact: Fulcrum Drive
2298 Wooded Knolls Dr
Philomath, OR 97370
541.990.6292

info@fulcrumdrive.com

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