Sdc Vfg Presentation Dec09

Sdc Vfg Presentation Dec09

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  Virtual Financial ServicesGateway www.stevendavid.ca STEVEN DAVID CONSULTING Financial & Risk Advisory Services December 2009
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  About SDC SDC isa boutique style management consulting firm servicing small to large-size organizations and public bodies across Canada. We deliver a top-tiered advisory service focused on becoming key partners to our clients. We accomplish this by helping our clients make substantial improvements to the performance of their organizations. We tackle their most difficult issues and challenges by bringing practical industry expertise and unparalleled knowledge of our profession to the table! Founded by two former executives with 50 years of combined work experience in senior financial and accounting roles in the private and public sectors, SDC has its offices in Montreal, Canada. Property of Steven David Consulting Inc. www.stevendavid.ca
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  Concept Overview: VirtualFinancial Services • High-caliber Financial Analyst Services • Simple internet based mandate execution & payment • Simple internet based conferencing • Local execution of work • Unique system based on high performance, quick turnaround • Confidentiality the upmost importance • High degree of oversight & quality control • Managements’ credentials – 50 years industry experience – Senior executive roles – Billions of dollars transaction experience – Chartered Accountant Property of Steven David Consulting Inc. www.stevendavid.ca
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  Customer Profiles • Smallbusiness to large enterprise w. the following profile/needs: – Small businesses without budget to staff financial analyst resources – Medium size businesses looking for investment banking financial expertise at ¼ the price – Large enterprises complementing existing financial resources – Improve level of expertise – Improve quality control and oversight – Expedite projects – Third party & external perspectives – Alternative industry perspectives – Confidential mandates • Various industries • Non-corporate (personal mandates) – Entrepreneurs without financial background Property of Steven David Consulting Inc. www.stevendavid.ca
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  Virtual Services Offered •Financial modeling (Excel based) • Financial analysis – Budgets • Strategic planning – Forecasts • Cost-benefit analysis – Valuation – Job costing/pricing • Model audits – Financial indicators • Financial presentations • Financial Statements • Business plans • Stress testing • Expert opinion and advisory • Scenario analysis • Soon: Training Services • Financial model maintenance • Excel support • Data analysis & interpretation Property of Steven David Consulting Inc. www.stevendavid.ca
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  Benefits of SDC’sVirtual Services • Easy access to high-caliber financial expertise • Maximize productivity • Save costs • Convert your cost structure - fixed labour costs to variable costs • Reduce risk with high degree of oversight • Organized engagement process using statement of work • Free video conferencing • Flexible payment options • Improve decision making • Reduce hiring burden • High degree of confidentiality and integrity • SDC’s virtual services backed by solid main-stream business Property of Steven David Consulting Inc. www.stevendavid.ca
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  Pricing Options • ThreePrepaid Pricing Plans – P1: 4 hours = $319 – P2: 8 hours = $599 – P3: 40 hours = $2595 • For a limited time, 25% free bonus hours on the purchase of any one of three packages • Hours do not expire and can be used when required • Hours reduce based on work performed by SDC in relation to approved statement of work • Hours are tracked, logged, & reports produced and distributed Property of Steven David Consulting Inc. www.stevendavid.ca
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  Process  Download SDC’s custom Statement of Work (SOW)  Complete & send us SDC’s SOW  SDC will review and provide our comments, same day  Purchase hours & send your pertinent mandate data  Partake in optional Skype briefing  SDC begins working  SDC delivers the mandate  Partake in optional Skype debriefing Property of Steven David Consulting Inc. www.stevendavid.ca
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  www.stevendavid.ca Property of StevenDavid Consulting Inc. www.stevendavid.ca