frequently
asked questions
Not sure where to start? Take a look at common questions we receive from our clients.
frequently
asked questions
No. We work with your current professionals, or help you find one, to maximize efficiency. Our team has over 200 years in Finance, Small Business, Commercial & Residential Real Estate, Human Capital Management, Legal Matters, Lending, Management, Sales and Marketing, and more. We bring all that experience to bear for you and coordinate with your existing CPA or attorney to execute strategies and best practices.
Our consultants have the expertise and experience needed to guide you through process analysis and strategic business planning. We work with you to find opportunities and develop best practices for managing your finances and keeping you on track so you can maximize your time and do what you love.
Most of our clients have various legal and business professionals on their team. We typically become intermediaries or translators between you and them. We are able understand both sides and make communication more clear and effective.
Yes, we will help you assess relevant issues, review best practices, and find optimal scenarios that can be translated to the legal professional assisting you. We get very involved in helping you understand the implications of having (and not having) these documents, but we don’t do the legal work required to establish them.
Yes, our experts on our team have decades of experience in designing employee engagement programs and executing training. Given the impact of virtual and hybrid work on many businesses, the need for strategies to find, retain, and recruit employees has never been in greater demand. During your consultation, we will learn more about your retention needs to create a customized solution.
Yes, the WA team has worked with numerous CRMs and tracking systems. After your initial consultation, we will help you determine which CRM is the best option to invest your time and resources in. Having a properly organized and deployed CRM is crucial to your business’ operations.
Yes, WA Consultants and the professionals in our network can provide fractional or temporary C-Suite expertise. This can be for specific projects, tackling key problems, and engaging in strategic planning.
Yes, we are able to help update and optimize your business plan. Regular annual reviews are recommended given the changing economic landscape and your goals.
It is critical to know where you are going and we have experts to help you find your way. Once you have an established budget and understand your financial ratios, we will work with you to plan ahead and define what it takes to achieve your future goals.
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