Profits Through Excellence

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We know that even a well-run business with an excellent reputation can benefit

from financial advice and new fiscal strategies. With a variety of services

designed to improve your profits, Graystone Associates can identify investment

opportunities and potential risks, assist you in pricing procedures, discuss proper

budgeting and informed forecasting, and show you how to improve cash flow and

improve your firm's net worth.

"The support in all facets of our business has been beyond our expectations. Graystone has helped with personnel, competitive pricing and service delivery issues. All of the help has had a profound impact on our financial performance."
Karen Burton-Horstman, CPA, Burton Funeral Home
Erie, PA


Leveraging Resources		When Graystone enters into a client relationship, our objective is to identify the financial opportunities and resources that can produce increased case volume, per call revenue, contribution margin and cash flow. Extensive consulting experience enables us to identify the opportunities and potential risks and obstacles up front.

Accurate Forecasting		Graystone will lead you to a better understanding of proper budgeting for expenses, capital investments and working capital needed to grow the business.

Increasing Revenue		Graystone will show you strategies for growing revenues significantly above the rate of inflation, which can contribute incremental profits to the business.

Location Management		Using client satisfaction survey results, market share data and financial performance data, Graystone helps train managers to improve results.

Pricing Strategies		In every market, pricing plays an important role in how a firm is perceived by the public. Pricing competitively and profitably, and delivering value to the price-conscious consumer, are the critical factors that differentiate growth companies. As part of this strategy, we conduct price shops of all firms in your area to assist with pricing to maximize revenue.

Monthly Flash Report and Measuring Key Indicators		Graystone clients manage the key indicators of their business with a one-page management tool that we supply. It contains key financial data, detail averages and sales mix data, Client Family Satisfaction information and market share data, and "pre-need" sales performance.

Installing Profit Management Controls		In every organization profits and cash flow can be improved by increasing margin, incremental revenue and/or managing accounts receivables turnover better. Graystone helps clients manage the financial levels of the business to improve results and return on investment.

Improving Cash Flow		Cash flow is often impacted by the number of days of accounts receivable outstanding and how consistently employees adhere to a payment policy. Graystone has developed a method to internally accelerate payment and collections, which has a dramatic impact on the bank account.

Increasing Net Worth		Increasing the value of an organization is an important derivative of the work Graystone does with each client. Firms that reinvest in their employees and fixed assets are the ones that grow in value over the years. We form long term relationships that help clients build their own and their firm's net worth.