business solutions image

You may be an expert in your business, but it’s possible that office procedures is your weakest skill. That’s why we offer customized Business Operations Solutions.

Do you need an extra hand at peak invoicing times?
Knowing you and your business allows us to seamlessly provide occasional operations assistance for data entry, invoicing, expense tracking, purchase order tracking, and other financial record keeping tasks.

Are there bottlenecks in your business operations?
As an unbiased outside professional we can recognize the cause of operations bottlenecks and suggest procedures that will streamline workflow.

Is an operations manual needed to standardize procedures?
Comprehensive documentation of the day-to-day procedures for operating your business will facilitate training of new employees and cross training of existing employees.

If selling your business is a consideration, an operations manual can reinforce — or even increase — your asking price. Additionally, this documentation will provide new management with a smooth transition.

Or maybe you need an employee handbook?
An employee handbook is a shorter document outlining conditions of employment with acceptable behavior policies. An employee handbook is also used to describe corporate culture.

Will an SOP document be all that you need?
We have published Standard Operating Procedures for various business categories. These are procedures specific to your operation that describe the activities necessary to complete tasks following industry regulations. An SOP could be used just to document your standards for running your business, or it could be used to address provincial laws.

These are just some of the specialized projects and services we have provided for our clients. Call us at 786.925.3579 and see how we can make your office procedures more efficient.

About YZ & Associates

As each client relationship grows, our dedication shines through.  Our guiding principles are:

  • Professionalism
  • Responsiveness
  • Quality

Call us at 786.925.3579 and let us show you how we can help your business.

Policy on Disclosure of Your Personal Information

1. We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer reporting agency.

2. Personal information is information that we collect from you that is not otherwise available from public sources.
The categories of personal information we collect include the following:

a. Information we receive from you on applications or other forms, such as your name, address, social security number, names of family members, assets, and income.
b. Information about your transactions with us, our affiliates, or others, such as your account balances, investments,current and prior tax information, and credit card usage.
c. Information we may receive from a consumer reporting agency pertaining to your creditworthiness and credit history, including loan or mortgage payments made.

3. We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order.Also, we may disclose personal information about you to our affiliated financial planning and investment adviser firms.

4. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. We maintain physical and procedural safeguards to guard your personal information.

5. We do not share your personal information with companies that perform marketing services.