CBS Reviews: Made Our Life Easier!
By 
Situation
A client with a company offering funeral products and services utilized his team at CBS Consulting to bring clarity to financial operations, modernize his business systems and processes, and provide mentoring and guidance to management.
Process
“Wow! What an experience!” From a CBS representative calling, “this began a chain of great educational events with some great new friends. CBS, thank you for sharing some of your best people with us.”
First, there was the CBS analyst, who “continues to be part of the growth mechanism from afar as he has helped me with answering questions about a couple competitors that came for sale the week that we met. He has answered texts and emails, anytime, day or night, and has been a big help as well as a great business adviser.”
Then, there’s the CBS consultant, “what an amazing guy and also an excellent teacher in business. He definitely took ownership of the company that my grandfather had started 85 years ago. From day one, he was on it! Just to start, he helped us collect more than $200,000 in AR. Our AR days went from 74 to now as low as 47.
He created a spreadsheet as tall as me and in full color. He created many processes that have never been in place in the history of our company. Our consultant has had a considerable rapport with the management staff and production crew, while making mandatory changes for everyone.
Another one of the many tools that he created was for tracking lagging metrics, so that we can better estimate with leading metrics and we can forecast the future. I could go on, but there were so many ideas, policies and procedures that we poked holes in and changed until the team was happy and we had them completed.”
Result
“Lots of hard work, by the entire team, but it will definitely make life easier to see where we’ve been, where we are going, and how we are going to get there. Your analyst and consultant are truly fantastic at what they do ‘on the road’ for your clients and CBS.” Steve, Owner and President