SBS Client Profile: Theo Gilbert-Jamison of Performance Solutions by Design

Theo Gilbert-JamisonWelcome to another Sound Business Services’ (SBS) client profile. We recently interviewed Theo Gilbert-Jamison, CEO of Performance Solutions by Design in Atlanta. Here is what Theo had to say about her background, the firm’s business focus and what she gets out of the SBS relationship.

Jonathan Bill: Tell our readers what does Performance Solutions by Design focus on?

Theo Gilbert-Jamison: We help organizations raise the bar and elevate their customer experience from average to extraordinary by using Customer Experience Gap Analysis Sessions. Then, based on the findings, we provide customized employee training, strategic planning, process improvement and leadership development.

JB: What is your target client or target market?

TGJ: Any organization that is interested in increasing their customer satisfaction and loyalty scores.

JB: What sets you apart from the competition?

TGJ: My background and expertise in the area, starting with 17 years as a senior executive in HR and Learning & Development with The Ritz-Carlton Hotel Company (worldwide). Our methodology and strategy for building a world-class service culture, and creating and sustaining a culture of service excellence, is also very unique.

JB: When did you first engage SBS? Why did you reach out to us?

TGJ: It was December 2013. I was looking for the right organization to help us get our bookkeeping and accounting in shape before the tax season. We researched several organizations over the Internet, and SBS appeared to have some of the qualities and services we were looking for. Then, when I met you in person, you were sincere, knowledgeable, flexible and understood our needs. The decision was unanimous to go with SBS, and since then, you have exceeded my expectations.

JB: What services does SBS currently provide to your company?

TGJ: Bookkeeping, accounting and guidance.

JB: Please explain the difference that SBS has made in your company.

TGJ: I don’t have to worry about making sure our income and expenses are properly accounted for – and in shape. Each month, I don’t have to scurry to get my books in order; SBS is extremely proactive in taking care of them for me. You are always accessible by phone or email, and follow up on my questions with a sense of urgency. My company is very small, yet you never make me feel insignificant. I would highly recommend SBS to anyone seeking accounting, bookkeeping and other services!

JB: Thanks Theo!

You Want to Clean Cars … We Want Carwash Companies for a Client

CarwashYou’re in the carwash business to take care of your customers; instead of sitting in your office crunching numbers, you need to be front and center to ensure operations run smoothly and your business is successful. You don’t have time to deal with bookkeeping, accounting, payroll and back-office details.

Sound Business Services specializes in working with carwashes. In fact, we have more than half a decade of experience using QuickBooks to help carwash businesses clean up their books, get them on a regular accounting and reporting system, and even handle payroll.

We understand your challenges, as well as the concern to minimize your overhead as much as possible. Outsourcing to us makes good business sense, but it also takes away the day-to-day headaches of keeping up with back-office accounting.

You specialize in washing cars; we specialize in bookkeeping and accounting, plain and simple.

Sound Business Services has three plans to fit any budget: The Basics, The Essentials and The Works. Our services are also completely scalable, so as you expand your services, locations or even create franchise opportunities, we will grow along with you. We can manage your bills and receipts, enter and manage your payroll, maintain your books, and provide monthly reporting, while always keeping your data safe and secure.

Interesting in learning more? Visit our carwash accounting page or send me an email and I will follow up with your right away!

3 Ways to Take Your Business to the Next Level

performance level conceptual meterIn business, and in life, we all want to achieve success and sustain growth. That’s exactly how we approach our clients and their businesses at Sound Business Services.

Our client relationships are invaluable to us, so getting them real, actionable results is always top of mind. That’s why we provide three services in addition to bookkeeping: forecasting, budgeting and Key Performance Indicator (KPI) reporting:

  1. Forecasting. Not sure where your business is going? Through “what if” scenarios, forecasting will determine where your business is going to be in 6, 12 or even 18 months. For example, if you are considering buying a piece of equipment, we would talk about financing and forecast how this purchase will affect your business and budget – in order to make a more informed decision. Forecasting is all about helping our clients get a better vision toward their future, while improving efficiency and the value of their business.
  2. Budgeting. Need a plan to curtail spending? Feel like your spending is out of control or you have no plan for the future? Implementing a company budget may be just the solution you need. Not only can we help you prepare a budget, but we can also provide you with a budget vs. actual report on a monthly basis to help you track your business’ performance against your goals.
  3. KPI Reporting. Tired of top-level information that seems totally disconnected from reality? Need to track things at a more detailed level, looking at the key drivers to your company’s success? You may just be in need of KPI reporting.

Key performance indicator (KPI) reporting tracks the key metrics of the goals you are trying to obtain as a company. KPIs can be financial or non-financial, such as man hours or closed leads vs. lost leads. Here’s how our KPI reporting services work: First, we meet with you to identify what KPIs you would like to track. Second, we help you determine the best way to track the KPI data. Third, we design reporting that presents the KPI data to you in a regular, consistent and meaningful way.

Contact Us for More Information

No matter what state your business is in, we will work with you to reach sustainable growth and success for your business. Contact us today to learn more about expanded reporting and budgeting, as well as our other services.