Business Advisory

The Somerset Success System

We have developed a system for you to follow in your quest for skill development. The purpose of the system is to develop a Playbook for the areas where your business needs strong skills.

Through the Somerset Success System, we will provide you with the tools you need to implement this system and create your Playbook:

• Two-page business plan
• Two-page strategic plan
• Marketing, sales & customer service plan
• Organizational chart
• Player acquisition and development plan & accountability, recognition and reward plan
• Operating budget, cash flow projections, management information system & risk management

Your Playbook includes the accumulation of all tools in the system. It creates your franchise value.

The Somerset CEO Series

Corporate Training Services

Somerset CPAs has developed corporate training courses that are designed to meet the educational needs of your employees and your organization. We believe your group will benefit from our content rich presentations and our high-energy delivery. Below is a list of topics that may be of interest to you:

• Human Resources
  • Recruiting
  • Retention
  • Team Building
  • Maximizing the Return from Your Human Capital
• Recruiting
• Retention
• Team Building
• Maximizing the Return from Your Human Capital
• Customer Service
  • Classifying Your Customers and Developing a Customer Service
• Strategy Accordingly
• Leadership and Communication
• Strategic Planning
• Management Control Plan
• Critical Success Factors (CSFs) and Key Performance Indicators (KPIs)
• Marketing and Sales
• The Four Ways to Grow Your Business and Profit Improvement Strategies
• Competitive Analysis and Value Chain Analysis
• Time Management and Execution
• Good to Great
• Organizational Deadly Sins
• Vision, Mission & Values
• Customer and Product/Service Profitability Analysis
• Financing Your Business Strategies

Corporate training can be provided at your facility or a conference center of your selection. The Somerset Conference Center may also be rented for your group. Please This e-mail address is being protected from spambots. You need JavaScript enabled to view it. for details.

Client Comments

"Now that I’ve had a moment to catch my breath, I wanted to take this opportunity to thank you for all your contributions to this past Friday's events. Your presence at the Advisory Board meeting added an extra dimension helping us to take our game to the next level. Your presentation to the CCR staff helped to paint a different view of the business world, adding credibility to the theme of the day. Our employees are still talking about your speech and how motivational it was. They’re now actually talking about “what needs to be done to take us to the next level.” --Gene Olson, President/CEO, CCR Companies, Inc.

"Somerset's business advisory services have helped me develop my executive skills through one-on-one coaching and through a series of seminars. This system has helped me overall and helped improve my business. The seminars also proved to be useful networking tools to meet and learn from other business people." --Paul Bosler, Chief Executive Officer, MS Fluid Technologies

The Somerset 7-Needs Questionnaire

At Somerset CPAs, we want to do all we can to help our clients on their journey to greater prosperity. That means several things, not the least of which is being proactive—actively looking for areas where our expertise will help you get where you want to go faster and safer. With that end as our goal, we invite you to complete the 7-Needs Questionnaire.

The 7 areas covered are:

1. Business Profitability Improvement
2. Tax Planning
3. Wealth Creation
4. Risk Management
5. Succession Planning
6. Technology
7. Finance

Please click here to complete the questionnaire online. Your information will remain confidential within our office. Once you complete the questionnaire, our Director of Business Advisory, Howard Cox, will contact you.

The Five Deadly Human Resources Sins DVD

You have probably heard of the Biblical Seven Deadly Sins—Pride, Envy, Gluttony, Lust, Anger, Greed and Sloth. In this professionally produced DVD, Howard Cox, Somerset’s Director of Business Advisory, will introduce you to

The Five Deadly HR Sins:

• Hiring Sin
• Dead Man Walking Sin
• Promotion Sin
• Mentoring Sin
• Fresh Legs in the Fourth Quarter Sin

The DVD includes discussion questions so you and your group can take a break to interact and collaborate on how your organization can identify, avoid and remediate these sins. To hear a small part of this training session, please click below:

To order the DVD for $30, please print an order form.

The Five Deadly Human Resources Sins training is a module of the Organizational Deadly Sins training, which is presented by Somerset live or via webinar several times per year. Visit our Seminars page for upcoming dates. To see a promotional video about the Organizational Deadly Sins training, see video below:

“Good topics covered. The sins outlined are all "hot buttons" that need to be addressed by management. I will take these ideas back to the office and implement them over the next several months.” --David Sheffield, Vasey Commercial Heating & Air, Attendee of the Organizational Deadly Sins Training

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