Ken Lacroix Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, Us

Simplify your Data for Better Business Decisions.We offer simplified solutions to observe, analyze, and understand your company’s financial data across departments to give you the relevant and actionable information you need to keep your business growing, achieving goals, and executing strategy.Dashboard and Key Performance Indicator DevelopmentDevelopment of cloud-based reporting platforms, utilizing dashboards, drill downs, and summary reporting packages. We work with you to develop your business and team goals and objectives, a roadmap of steps to get there, KPIs to measure progress, and create the dashboard reporting platform.We work with most accounting and operating platforms, whether that is QuickBooks, Sage, NetSuite, Dynamics, or industry specific solutions. We measure it so you can get it done!Monthly Meetings as a Service (MMaaS)Our cloud-based dashboards and collaboration tools, along with best practice facilitation, make reviewing financial results efficient and effective, keeping everyone focused on the meaning behind the results. We wrap it all up with a summary report and action plan for the next 30 days.Accounting Technology and Process UpgradesRealize the benefit of today’s paradigm shift from manual accounting processes and two-dimensional business reporting to full automation and real time, key three-dimensional business intelligence.We are specialists in all things QuickBooks, including migration from desktop to online. We continuously evaluate apps that attach to QuickBooks, allowing more flexibility in your operations and team. We also advise on migrating to other platforms as well, depending upon the business needs.

Los Angeles, Ca, Us

Member, Executive Committee and Troika Master, M$A3 Irvine, Karen Calhoun, Group Leader.Home group that acts like an affinity group for professionals specializing in Mergers and Acquisitions.

San Diego, California, Us

Member Trusted Advisor Group 1182-SAND, Tom Hardesty, Chair | Former - CEO 4797, Marshall Krupp, Chair | CEO 442, KEY 9025 and KEY 717, Linda Hughes, Chair

San Diego, Ca, Us

Signature Analytics is an outsourced accounting firm providing ongoing accounting support and financial analysis to small and mid-size businesses. Our team of highly experienced accountants will act as your entire accounting department (CFO to staff accountant), or complement your internal accounting staff, to provide the ongoing accounting support and financial analysis necessary to effectively run your company, analyze operations, and guide business decisions.

At TrackPoint, we subscribe to the mantra: “What Gets Measured, Gets Done.” You are busy working IN your business, and you know you should be working ON your business, but the day to day burden of an entrepreneur / business owner / manager can be overwhelming. Traditional accounting systems and reports, while helpful, do not offer true visibility into your business. That is where we come in.With our proven service packages, we provide analysis for making strategic decisions, we help monitor your business and support you to reach your goals, and we review accounting data to offer a better view of trends, forecasts and industry benchmarks. We use a combination of online dashboards to track metrics for success, specific determination of key performance indicators custom-tailored to your specific business and industry, and a single page business plan to drive execution and results.

Working with growing small to mid sized businesses to bring CFO level finance strategy to the accounting function. We have a particular interest and expertise in accounting technology, making process and reporting streamlined and scalable. Our specialty is QuickBooks stabilization and/or migration.

Tempe, Arizona, Us

Part of a dynamic team that grew the business rapidly and recapitalized with sale to private equity.

Led investor purchase of mobile phone remanufacturer and wholesaler. Relocated manufacturing facility, stabilized production process and opened new sales channels. Business closed due to seller mis-representations and ensuing investor litigation. A definite eye-opener!

Corona Del Mar, California, Us

Implemented complete inventory control system, streamlined purchasing and receiving operations, opened second retail store location, stabilized and migrated legacy information systems to Microsoft Great Plains.

Improved financial reporting process, implemented Fourth Shift manufacturing and ERP system, relocated facilities, developed computerized job costing and estimating system.

Public Accounting experience, with an opportunity to participate in varied audit, tax and consulting engagements. Extensive financial modeling development and front line exposure to savings & loan bailouts / workouts.

Mba

Bs, Accounting

Progress Towards Degree, Business

Education record