2024 Finance & Strategy Navigation

It’s the wild west in business. Between Zoom meetings, remote work, AI, and global uncertainties, the landscape for business can look unrecognizable & overwhelming. Tackwell Co. is positioned uniquely to create pathways forward.

Tackwell Co. is exceptional in its ability to analyze complex systems, create new models and processes, distill financial goals into simple next step actions, and create a work culture with team buy-in.

  • To kick off comprehensive analysis, we start with the numbers. The numbers always tell a story. We have developed the skill of investigating financial reports and generating questions that lead to finding and fixing problems.

  • We look at two routes to drive sustainable growth, create efficiency, and overcome obstacles.

    First Route: Processes & Systems : This is the “why” and the “what” of the work being done.

    Second Route: People & Politics: This relates to “how” the work is being done.

  • Model and Measure.

    This is where the magic happens. We outline the plan and implement processes.

    What this can look like:

    • Create new workflows.

    • Define timelines.

    • Hone the metrics to test your new financial projections.

    • Check your assumptions.

    • Address collective language that management uses.

    • Assess the results of cadence and reporting changes.

    • Create space to stop and reflect on the new course.

  • Too many companies sleep on this one. When your company is somewhere people want to be, the results are staggering. Efficiency shoots through the roof. Retention skyrockets. Talent comes to you. Cultivating this environment is our specialty. Tackwell Co. will show you how to create a high performance collaborative workplace rooted in connection.

Fractional CFO

  • Building/Updating Financial Systems

  • Cadenced Reporting and Close Outs

  • Process and Procedures

  • Compliance and Oversight

Strategic Planning

  • Comprehensive Financial Analysis

  • Leadership Evaluation

  • Goals & KPI’s Established

  • Stakeholder Relations

  • Plan of Action created as Living Document

Project Management

  • Deliverables Outlined

  • Timelines Established

  • Burn Rate Management

  • Labor Tracked

  • Expenses bracketed

Leadership Coaching

  • Executive Prescence

  • Communication Style

  • Workflow Hierarchy

  • Understanding Managing up/down

  • Prioritization Tools

Things We Do

Model Creation/Projections

  • Define Assumptions

  • Define Market Variables

  • Growth Plausibility/Operational Constraints

  • Feedback Loop Generation

  • Working Document Delivered

Culture Creation

  • Employee Engagement

  • Role Autonomy & Boundaries

  • Behavior Model Creation

  • Language Drivers and Non Verbal Communication

 

Reach out.

“All conversation is a magnetic experiment” -Ralph Waldo Emerson