Region: Philadelphia
Industry: Healthcare
Service Line(s): Accounting Services
Established strategic planning process, developed long-range business and financial planning procedures, and provided critical executive guidance to fill management gaps.
Company Background:
Healthworks, Inc. is a multimillion dollar healthcare firm offering a wide spectrum of specialized, clinical cardiology staffing, education, and consulting services.
Business Challenge:
After several years of highly successful transformation from a start-up to a thriving mid-stage company with a sustainable business model, Healthworks needed strategic counsel to develop a cohesive and executable growth strategy and financial plan to continue its expansion. A limited budget prevented the company from bringing in additional executives on a full-time basis.
AC Lordi Consulting Solution:
AC Lordi designed, defined, and led a strategic planning process for Healthworks, including the development of solid long-range business and financial planning procedures and tools. We implemented a complete redesign of the firm’s business reporting hierarchy and general ledger structure. The company was able to meet its strategic objectives, and accounting and finance needs by affordably filling critical management gaps with high-level executive guidance and advisory.
Value Delivered:
The strategic planning process established by AC Lordi enabled Healthworks to expand its staffing services into new geographic markets in the Northeast. The company secured the participation of a nationally-recognized healthcare executive to head up its education business. By applying a solid growth strategy, Healthworks is now poised to greatly increase its practice and profile in its key markets and take the next steps in its transition into a leader within the healthcare staffing and consulting industry.