Operating Support
Operating support for established and growing businesses.
We help owners modernize and optimize the businesses they’ve built. We find what's slowing the business down, fix, automate and optimize, with executive-level support.
Real executive support, without the executive package.
Engagement types
Engagement types.
Operating Partner
We build the plan, set up the systems and run the operations with your team under a defined monthly scope. Deliverable: a regular management report covering cash, receivables, pipeline and open items.
Project Engagement
We take on one important project and see it through to completion: a new location, a systems change, financing preparation or an acquisition review. Deliverable: a project plan with an owner and a date on every item.
Business Assessment
We review finance, operations, sales, people and systems. Deliverable: a 90-day operating plan with an owner and a date on every item.
Planning and monitoring
A regular management report.
Covering cash, receivables, pipeline and open items.
- Monthly close reconciled Done
- 13-week cash forecast updated On track
- Vendor terms renewal Owner approval
The week 14 report is posted. Two items need your approval.
Approved the vendor terms. Hold the second item until Thursday.
Second item is ready for review, with the updated cash forecast attached.
Systems
The standard software, set up and connected.
We build and implement systems, connect tools, automate processes, and optimize the business as you grow.
QuickBooksInvoice sent
StripePaid $1,240
GustoPayroll updated
Microsoft 365Report to ownerSystems we set up and connect. Logos are illustrative of commonly used software. Skonebridge claims no affiliation or endorsement.
Scope by function
Scope by function.
Strategy
Priorities, operating plans, growth planning and new opportunities.
Finance
Bookkeeping oversight, the monthly close, a 13-week cash forecast, management reporting, invoicing and collections, and custom financial model design: operating, cash flow, acquisition and financing models built for your business.
Operations
Procedures, scheduling, vendor management and purchasing, software review, asset and inventory tracking, workforce planning and onboarding.
Business development
Pipeline structure, quote and renewal follow-up, partnerships and reporting on sources of new business.
Technology
Software selection, setup and integration, automated workflows and reporting, always reviewed by our team.
Operating Support
We find what's slowing the business down, fix, automate and optimize.
Process
How an engagement begins.
Introductory call
Thirty minutes to review the business and your objectives. Where we are not the right fit, we will say so.
Proposal
A defined scope and a fixed monthly fee.
Engagement
Work begins against the plan, with a regular management report.
Operating standards
Operating standards.
Confidentiality
A non-disclosure agreement is signed before we review any information.
Access control
Named, individual logins for our team. Credentials are never shared.
Owner approval
No payment is made and no communication is sent without your approval.
Return of materials
All data and documents are returned to you at the close of the engagement.
A fixed monthly fee for a defined scope, set after the introductory call.
Questions
Frequently asked questions.
Does Skonebridge replace our accountant or attorney?
No. Licensing, legal, tax and insurance decisions remain with your licensed professionals. We organize the work, prepare the records and see it through.
Is new software required?
Not necessarily. We work within your existing systems.
Do you build custom financial models?
Yes. Custom financial model design is part of an engagement, built for your business, your transaction or your financing.
Who performs the work?
Our team, led by partners.