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Strategy. Planning. Execution.

Growing small business into a medium sized business is our focus. It’s easy for the “mom and pop” business to plan systems and procedures to help them grow but execution takes a skill set that may not currently exist. Banks & Associates becomes your outsourced or fractional CFO. Most businesses cannot afford to hire a person with that skillset on a full-time basis. We fill that role for the growing business.

At Banks & Associates, our expertise extends to a broad range of services that our clients need most: Financial, Technology, Human Resources, Marketing, and Organizational Development services. Our multi-disciplinary approach allows us to match consultants with the expertise and experience you need to accomplish your company’s objectives.

Finance

We offer a diverse range of financial services, including everything from a thorough overhaul of your company’s capital structure to the meticulous preparation of a loan proposal package.

Taxes

We excel in the meticulous art of tax planning and preparation, leveraging our extensive expertise to ensure comprehensive and efficient solutions.

Expertise

We specialize in strategic planning, crafting comprehensive strategies to help organizations navigate their unique paths to success.

Innovation

Our well-regarded reputation is founded on our wealth of experience, enabling us to promptly resolve intricate information systems challenges with ease.

Diverse Solutions

Additional Services

In addition to our core services, we also offer a variety of additional solutions to cater to your specific business needs. From expert group facilitation that stimulates creative thought to our human resources practice, which helps you develop effective HR systems, and our comprehensive marketing services, we are your one-stop destination for all your business enhancement requirements.

We are proficient in group facilitation, employing a range of techniques to keep participants focused, stimulate their thought processes, and deliver productive outcomes.

We assist our clients in constructing effective human resource systems and provide guidance on a diverse range of workforce-related matters.

We specialize in the realm of marketing, devising strategic plans and offering insights on a variety of promotional endeavors.

Industries we serve

Healthcare

Many medical professionals and auxiliary service providers do not have the time (or desire) to implement operational processes and procedures.  B&A understands insurance complexity and the financial implications.

Small Manufacturing

Whether you’re a small manufacturer providing products to another industry sector or to sell to the general public, we have the tools to assist you with inventory, purchasing, and processing efficiency.  From nuts and bolts to screen printing, we’ve got you covered.

No matter what the industry, B&A has extensive experience with small business, especially those who wish to grow.  We understand the difficulties a business owner faces from building a team to “doing the books”.

Growing Small Businesses

Our consultants have years of experience in this broad category that includes property preservation, poultry farm construction, home building and real estate based financing.

Construction & Real Estate