Effective Operations and Controls for the Small Privately Held Business

Effective Operations and Controls for the Small Privately Held Business PDF

Author: Rob Reider

Publisher: John Wiley & Sons

Published: 2008-01-02

Total Pages: 416

ISBN-13: 047022276X

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Effective Operations and Controls for the Small Privately Held Business "Rob Reider is the ultimate 'on-target' consultant to the small business. Whether you are just starting out or have been in a small business for years, this book is a must-read. It is concise, clear, organized and addresses the management, financial, and personnel issues that confront and often destroy small business--eighty percent of all the businesses in America." --Tom Torgerson, CPA, President, Torgerson AssociatesManagement and Financial Consultants "Dr. Reider's emphasis on first understanding the small business environment and then identifying and integrating individual business goals addresses a critical entry point for new business owners. His detailed advice around realistic issues emphasizes a solutions-based orientation that provides even the novice with keys to successful business practices." --Linda Lippitt, PhD, Director, Learning Legacies "Rob Reider is an experienced consultant, seminar facilitator, and author who has written an important book for small business owners and managers. The topics included are relevant to privately owned business managers who consider their organizations to be 'small businesses' regardless of their actual sales volume. This is a book that should be on the bookshelf of every businessperson with responsibility for the management of a small privately owned business." --Peter B. Heyler, PBH Executive Services "(This book) is an excellent resource not just for the small business owner, but also for colleges and universities. Any higher education institution that has a business program entrepreneurial component will find this book invaluable." --Steve C. Martinez, PhD, Director, New Mexico Highlands University, Santa Fe and Espanola Centers

Internal Control Strategies

Internal Control Strategies PDF

Author: Julie Harrer

Publisher: John Wiley & Sons

Published: 2008-09-02

Total Pages: 320

ISBN-13: 0470376198

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Praise for Internal Control Strategies A Mid to Small Business Guide "Internal Control Strategies is an excellent field guide for the implementation and maintenance of efficient and effective internal control systems. The book provides a practical approach to interpreting guidance from oversight agencies and integrating it with industry practice in a real-world environment. This handbook is an essential tool for managers and professionals going through the day-to-day struggle of managing auditor expectations and permitting business to proceed in the most efficient manner." -Michael Rodriguez, former senior manager of finance, Qualcomm Incorporated "Internal Control Strategies is the clearest path forward for middle-market SEC registrants and their independent registered public accounting firms as they streamline the SOX 404 compliance process in 2008 and beyond." -Stephen G. Austin, MBA, CPA, Managing Firm Partner,Swenson Advisors, LLP, Regional PCAOB Accounting Firm "Clearly written and practical, Internal Control Strategies is a must-read for every chief audit, finance, or compliance executive." -Jeff Miller, Partner-in-Charge, Business Risk Services,Squar, Milner, Peterson, Miranda & Williamson, LLP "As a CFO of small to mid-sized publicly traded and privately held companies, one is usually faced with the challenge of developing and implementing the right levels of internal controls and compliance within the restrictions of limited financial and human resources. Internal Control Strategies presents the relevant topics in a clear and concise manner, allowing the reader to understand the internal control framework and specific underlying requirements quickly. The author's vast experience with SOX compliance ensures a targeted and pragmatic approach for the successful implementation of internal controls. Her recommendations are 'to the point' and eliminate some of the guesswork we all have experienced while working towards SOX compliance." -Robert S. Stefanovich, Chief Financial Officer, Novalar Pharmaceuticals, Inc. The SEC requires all publicly traded companies to attest to theeffectiveness of their internal controls. Is your business ready? Internal Control Strategies: A Mid to Small Business Guide clearly explains the latest PCAOB, SEC, and COSO guidance, providing you with an effective tool and reference guide for successful implementation of sections 302 and 404 of the Sarbanes-Oxley Act. Extremely knowledgeable and insightful, author Julie Harrer brings practical clarity to this complex topic, leading you step by step in addressing the challenges associated in bringing your business in compliance with SOX.

Developing Successful Business Strategies

Developing Successful Business Strategies PDF

Author: Rob Reider

Publisher: Business Expert Press

Published: 2014-11-27

Total Pages: 190

ISBN-13: 1631570803

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Developing Successful Business Strategies presents effective planning of business strategies and related budgeting concepts, and those activities necessary for the successful growth of the organization. The planning process is shown to be an integral function of developing management strategies for future growth and the gaining of competitive advantage in these fast moving times. Budgeting is presented as a logical outgrowth and an essential part of the planning process, rather than an independent internal activity. This book emphasizes the principal factors that should be considered in planning and budgeting for the company, what management and operations personnel must know to better understand effective planning for the business, and what can be done to enhance the overall strategic and financial planning for the organization. Inside, you'll learn of the relationship between effective planning methods (long-term and short-term) and the budgeting and control processes. We will also explore the interaction and interdependence of strategic planning (long and short term), detail planning, budgeting, and monitoring processes, and will demonstrate how planning is an essential first step in the preparation of an effective budget for the organization.

Expanding CustomerService as a Profit Center

Expanding CustomerService as a Profit Center PDF

Author: Rob Reider

Publisher: Business Expert Press

Published: 2012-07-20

Total Pages: 170

ISBN-13: 1606494619

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Striving for excellence in customer service is to gain the competitive advantage. It is the keystone for the business to grow and prosper in the right direction so that it builds through repetitive sales to existing customers and referrals to potential customers. If you were to look at customer service in your organization as a major business component and all customers are treated with excellence prior to the sale, during the sale, and after the sale, customer service will become a profit center that builds sales dollars to the top line and real profits to the bottom line. This book can help you and any organization manager achieve customer service excellence with its basic principle of doing the right thing at the right time for the right customers. It can also assist in building organizations with strong customer bases and sales loyalty. The author smartly gives you real practical “how tos” in providing excellent customer service in all aspects of your operations by doing the right thing despite the counter pressure within your organization. As many businesses are struggling to be competitive, or merely to survive, this book is your primer or “how to” for identifying and maintaining customer service excellence in all operational areas on the path to developing a learning organization. No matter what type of business—this book can be a learning, coaching, and mentoring tool in your quest to make the delivery of customer service the best possible in today’s ever changing business environment.

Creating an Authentic Life

Creating an Authentic Life PDF

Author: Rob Reider

Publisher: Sunstone Press

Published: 2010

Total Pages: 247

ISBN-13: 0865346577

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Everyone is lost in the "tale" he or she has created. To become authentic, these tales must be unraveled.

Complying with Sarbanes-Oxley Section 404

Complying with Sarbanes-Oxley Section 404 PDF

Author: Lynford Graham

Publisher: John Wiley & Sons

Published: 2010-03-16

Total Pages: 317

ISBN-13: 0470603992

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A step-by-step approach for planning and performing an assessment of internal controls Filled with specific guidance for small-business compliance to SEC and PCAOB requirements relating to Sarbanes-Oxley 404, Complying with Sarbanes-Oxley Section 404: A Guide for Small Publicly Held Companies provides you with specific guidance on working with auditors to achieve benefits and cost reductions. This practical guide helps you knowledgeably interpret and conform to Sarbanes-Oxley 404 compliance and features: Clear, jargon-free coverage of the Sarbanes-Oxley Act and how it affects you Links to current guidance online Specific guidance to companies on how to work with auditors to achieve benefits and cost reductions Coverage of IT and IT general controls Examples and action plans providing blueprints for implementing requirements of the act Easy-to-understand coverage of the requirements of the SEC and PCAOB Discussion of the requirements for assessing internal control effectiveness A look at how the new guidance will reduce your costs In-depth explanations to help professionals understand how best to approach the internal control engagement Practice aids, including forms, checklists, illustrations, diagrams, and tables Continuing to evolve and bring about business and cultural change, this area of auditing and corporate governance is demystified in Complying with Sarbanes-Oxley Section 404: A Guide for Small Publicly Held Companies, your must-have, must-own guide to SOX 404 implementation and an effective tool and reference guide for every corporate manager.

Internal Control/Anti-Fraud Program Design for the Small Business

Internal Control/Anti-Fraud Program Design for the Small Business PDF

Author: Steve Dawson

Publisher: John Wiley & Sons

Published: 2015-04-27

Total Pages: 224

ISBN-13: 1119065070

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A how-to guide to small business anti-fraud protection and internal control Internal Control/Anti-Fraud Program Design for the Small Business is a practical guide to protection for businesses NOT subject to the Sarbanes-Oxley Act. Written by an expert with three decades of forensic investigation experience, this book is geared specifically toward private, non-public small businesses and their unique needs in the realm of fraud protection. Covering all elements of an internal control structure applicable to the small business community, this guide provides a step-by-step roadmap for designing and implementing an effective, efficient internal control structure/anti-fraud program tailored to your business's particular needs. Case studies are used throughout to illustrate internal control weaknesses and the fraud that can result, and follow-up analysis describes the controls that would have reduced the probability of fraud had they been in place. You'll learn how to analyze your company's internal control issues, and implement a robust system for fraud prevention. Guidance toward Sarbanes-Oxley compliance is readily available, but there is little information available for the many businesses not subject to the act —until now. This book is the step-by-step guide for instituting an internal control program tailored to your small business. Understand the five elements of internal control Avoid gaps in protection with relevant controls Design the ultimate anti-fraud program Implement internal control tailored to your needs The majority of small business owners simply do not know the elements of or implementation process involved in internal control, and Sarbanes-Oxley guidelines don't necessarily scale down. Internal Control/Anti-Fraud Program Design for the Small Business helps you design and install the internal control/anti-fraud protection your business needs.

Entrepreneurial Controls

Entrepreneurial Controls PDF

Author: Jack Trent

Publisher: iUniverse

Published: 2008-05

Total Pages: 252

ISBN-13: 0595463266

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Sales are to growth as controls are to profitability and success within a business. In Entrepreneurial Controls, author Jack E. Trent guides small-business owners through the complexities of understanding how financial and operational controls protect them from unnecessary risks. Trent shows how controls are the single most important method for preventing fraud within a company. In Entrepreneurial Controls, Trent details the background and definition of controls and the important role they play in driving profitability for a business. The book is a carefully complied collection of thorough research and Trent's personal experiences as an entrepreneur, small-business owner, financial officer, and accountant. In addition to the breadth of knowledge presented, small vignettes called "reality checks" depict real-life applications of the concepts discussed. A no-nonsense, one-stop source for using control systems within a small-business setting, Entrepreneurial Controls covers the basics of: Project, fraud, risk, and cash management Accounting, inventory, and operational controls Internal auditing Customer service Using instructions, lessons, best practices, and guidelines, Entrepreneurial Controls shows entrepreneurs how to effectively and efficiently set up a new business or how to revise a struggling company's operations. With practical applications and easy-to-understand examples, Trent demonstrates how to bridle a small business and rein in financial success.

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