Our Services

Key Process Partners wants to systemize your operations in a way that allows your business to grow and scale without cumbersome or outdated processes getting in the way.

Key Process Partners provides consulting services in the areas of finance, operations, and talent management.

The ideal client creates a partnership with KPP, allowing them to systematically observe and improve your business processes in preparation for growth, scale, or exit. Whether you are just beginning your journey with implementing business processes, or are experiencing growing pains and looking to revamp how you operate, KPP is able to partner with you to provide solutions to improve your financial performance, operations, and employee engagement.

Compliance services are not offered, so KPP is not a replacement for your CPA firm, tax advisor, HR consultants, etc. but they are happy to be a liaison with those vendors to partner with them on strategy.

01.

Consult

To get started, you would request an initial consultation (virtually or in-person) of about 30 minutes, so KPP can learn about your business and the challenges you are looking to solve.

02.

Discover

If it seems like a great fit, there would be a second meeting (virtually or in-person) for 1-2 hours to discuss what services or deliverables you wish to engage with KPP to provide, and any expectations on timing so they can put together a quote for you.

03.

Create

Based on the services you are looking to receive, KPP would present a roadmap of timing and deliverables, and a fixed-fee proposal for your approval.

A client typically engages for at least three services, and a typical client engagement is about three to six months (with options to renew!) You may wish to take a phased approach, focusing on a few projects at a time and gradually adding additional services over time.

GET STARTED HERE

KPP offers a variety of services and deliverables; below are some examples of work product they can provide:

Financial Recording

E

Create or refresh Chart of Accounts

E

Cash basis accounting to accrual basis accounting conversion

E

Bookkeeping, payroll processing, reconciliations, and journal entry preparation

E

Expense management & policies, checks and balances, and internal controls to prevent fraud

Financial Reporting

E

Detailed monthly, quarterly, and annual analytics & commentary

E

Financial metrics dashboards

E

Detailed revenue analysis & reporting

E

Payroll expense reporting and analytics

Financial Planning

E

Budget creation for revenue and expenses

E

Rolling forecast for real-time budgeting

E

Strategic planning including corporate structure and acquisition planning

M&A Consulting

E

Financial & Operational Due Diligence

E

Acquired entity integration

E

Budgeting & Projections for acquired entities and consolidated organizations

E

Synergy projections and tracking

E

M&A Playbooks and best practices for integration

Operations

E

KPIs (key performance indicators) and Scorecards to track important company metrics

E

Goal creation for leads, sales, revenue, and staffing to achieve strategic objectives

E

Customer satisfaction surveys

E

Project Management for company initiatives

E

New software evaluation and rollout

E

Customer price increase analysis & rollout

Efficiency & Optimization

E

New finance or payroll system implementation

E

New process creation or refresh

E

New product or service offering creation & rollout

E

Month end close accounting process

E

Vendor/Invoice approval process

E

Billing and Collections process

Recruiting & Hiring

E

New Employee Hiring Process

E

Application Tracking System creation or management

E

New Hire and Termination Checklists

E

Creating job descriptions, interview questions, and candidate evaluation rubrics

E

New hire onboarding plans, including 30/60/90 day performance metrics

Talent Management

E

Best Practices for weekly, monthly, and quarterly 1-1s

E

Restructuring Roles or Departments

E

Methods for implementing a continuous feedback model of performance management

E

Manager coaching on giving feedback to maximize performance

E

Creation of compensation and bonus plan

E

Employee satisfaction surveys

Training & Support

E

Financial & business training for managers

E

Excel training & support

E

New user training for software implementation

E

Implementation of software or services, including those they partner with

GET STARTED HERE

“I know if there is a new process or procedure that needs to be implemented, Jen is who I can count on to help me make that idea a reality. Her innovation and efficiency skills have helped get our company from $13M in 2016 to $50M in 2021. Without her hard work and dedication, the integration of our 14 bolt-on companies would have been extremely difficult and probably unorganized. She takes time out of her day to work with me one-on-one when I need it to teach me how to read reports, navigate and use new applications, and help me understand areas of the business I am not yet familiar with. I have learned so many of my Excel and business planning skills directly from Jen! She is truly one of the hardest-working people I have ever met. I can reach out for help at any given time, and she is always there to answer my questions, or complete a task in a quick and knowledgeable way. She is a great team player and truly cares about the people at work and the company advancing.”

Joleen Matthews