Full Sail Advisors

We answer questions your CPA is unequipped for.

Full Sail Advisors has the experience & expertise to help you transform your business in ways traditional CPA firms cannot.

Let us help you achieve your business & professional goals, by partering with you to turn challenges into opportunities.

Our method fits into four basic categories, and we tailor our services to address whatever needs you have.

Strategy

Strategy comes first. Whether you’re starting up your business from zero or already have a steady business in place, creating a strategy is critical.

Strategy in this sense means more than a business plan. You’ll need to strategize how you’ll enter (or gain ground) in your market by understanding your customers and what products you’re able to create that add value for those customers.

Lastly, building other parts of your business to support your “go to market” strategy is another important planning step: people/teams, equipment, systems, and finances are just a few areas that need constant attention.

Operations

Good Operations planning will help support your Strategy - and is a continuous building process.

While your Strategy will help you decide where to invest in acquiring the various tools you’ll need, and which people to hire, etc. - organizing & deploying those resources in the most efficient ways possible will help you earn the highest return on those investments.

Full Sail Advisors has years of experience building & scaling operations, and we have specialized experience in systems & controls: ERP (NetSuite), expense & credit card management, HR/payroll, travel, and contract management tools.

Measurement

The various parts of your business must have a way of being measured. Without understanding the results of your business - both financially and operationally - you’ll be sailing without a compass & heading.

Each investment you make to build out your operations, should have a way to be tracked and measured in order for you to know if you’re getting the best use out of that equipment, or have people assigned to roles where they’re able to produce their best work.

We specialize in helping you create metrics and other tools to let you measure successes as well to help find any vulnerabilities.

Valuation

Valuation in our view, is the culminating step after you’ve formed a solid strategy, have made the right investments to meet your goals, and have systems & tools in place to help you measure your results.

Valuation - a measurement of your financial results - can focus on your business as a whole, or specific products/regions/etc. and answer this key question: Are you generating cash flows & returns on your investments that align with your targets?

Valuation is important for future strategic decisions and to help inform bankers & investors on your ability to achieve your goals.