We have designed our services as
a suite of offerings that can be applied at various
levels across the organization, depending on our
clients' needs.
Strategy Services
Strategic Planning
Business Planning

Analysis & Implementation Services
(Financial and Operational)
Strategic Sourcing
Business Process Improvement
Financial Consulting Services
Operational Assessment
Accounting Process Outsourcing
Risk and Internal Control Reviews
Systems Implementation Support

Best Practice Methodologies
Project Management
Change Management
STRATEGY SERVICES
Planning is a critical part of ensuring the long term
success of any organization. PM&A assists clients in
creating or refreshing strategic plans and supporting
business plans to address ever-changing marketplace
dynamics.
Strategic Planning
- Strategic planning is an effective way for an
organization to establish its vision and goals, and
chart a future course for the mid to long-term. A
well-crafted strategic plan will enhance the ability of
an organization to meet the challenges of the future and
benefit from opportunities provided.
Business Plan Development
- For organizations that have already established a
clear strategic vision, business planning is an
effective way to align and improve its operations. A
business plan aids in focusing the activities of the
organization to support the existing strategic plan.
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ANALYSIS AND IMPLEMENTATION SERVICES
(Financial and Operational)
When assisting with analysis and implementation, PM&A
focuses on financial and operational issues impacting
the organization. We ensure that the goals and
objectives align with the overall organizational
strategy.
Strategic Sourcing- Strategic sourcing is a highly
focused, organized and targeted approach to leveraging
an organization’s expenditures to create both savings
and procurement efficiencies.
Business Process Improvement
- Whether re-engineering is required in conjunction with
a systems implementation or simply to improve existing
business practices, PM&A has the experience and
expertise.
Financial Consulting Services - Our firm has assisted
numerous clients requiring assistance with budget
analysis and projections, economic impact studies,
financial forecasting, user fee/rate analysis, financial
feasibility studies, and documentation of policies and
procedures.
Operational Assessment and
Review - To maintain a competitive
advantage, organizations periodically need to review
their operations to identify opportunities for cost
savings, increased efficiencies, and enhanced
profitability. PM&A can assist your organization in this
effort by conducting a performance review or
program/operational assessment.
Accounting Process
Outsourcing
-
Our
dedicated team of CPA’s has a vast knowledge of
accounting experience combined with over 30 years of
consulting services to assist our clients in improving
their performance and creating new business
opportunities.
We have developed cost-effective and efficient
Accounting Process Outsourcing (APO) services that
encompass all aspects of financial management –
financial analyses, payroll, financial reporting and tax
preparation. We
recognize that APO is not
just about cutting costs but more importantly the
transfer of service functions to the best-in-class
performers to ensure that our clients gain an
competitive advantage by acquiring third party
expertise, increased market flexibility and improved
scalability.
Risk and Internal Control
Reviews - Every organization is exposed to
risk. Some risks are random while others can be
anticipated. Identifying risk, implementing mitigation
plans, and exercising industry leading control practices
provide organizations with insight on increasing the
level of efficiency and effectiveness for the
organizations.
Software Implementation
- PM&A has extensive experience in providing client
support in selecting and implementing commercial
software packages, as well as custom solutions. These
services include: requirements definition, functional
capability analysis, data integration, procedure
documentation, and policy alignment. PM&A has
successfully assisted clients in implementing JD
Edwards, PeopleSoft, Oracle, and others.
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BEST PRACTICE METHODOLOGIES
Regardless of the type of engagement, PM&A consistently
utilizes best practice methodologies.
Project Management
- Today's organizations are required to implement
increasingly complex projects more effectively and
efficiently. Many organizations are challenged by time
and/or skill set constraints when managing large-scale
projects. PM&A integrates project management practices
into all of its engagements. PM&A also has project
management personnel available to assist clients with
other discrete implementation activities.
Change Management -
Critical to the success of any new broad-scale process,
procedure or business venture is the change management
process that surrounds it. Too often implementation
activities fail or do not reach their full potential due
to a lack of up-front planning, lack of buy in across
the organization, low level of stakeholder engagement
and management, slow adoption rate and/or lack of tie
back to a broader business plan. PM&A assists
organizations with navigating change to maximize
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