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Management Consulting


Getting the numbers right is the foundation of any good accounting firm. But to be great, we believe a firm should go beyond compliance. As business-minded professionals, we roll-up our sleeves and work with you one-on-one, becoming an extension of your team by immersing ourselves in your issues and remaining available whenever you need us.

Our deep expertise and resources span across many business areas and are designed specifically to help you solve your problem, grow your business and generate significant value from our relationship.

We provide value in a variety of ways — from recommending more efficient and effective procedures to finalize month end, to facilitating off-site strategic business meetings, to recommending proven business ideas to help improve working capital. We think about your business almost as much as you do, so we can offer proactive and tenacious business planning ideas that will improve operations and profitability.

Clients can expect comprehensive and competitive consulting services from trusted S.P. Agarwal & Co. professionals.

Consulting philosophies

Significant business and organizational challenges evolve over time. They result from change and growth, and are a product of the complex interplay of people, processes, traditions and history. Their root causes mask themselves cleverly, making detection difficult. The key to successful consulting lies with clear and insightful problem diagnosis, without assumption, presumption or bias. Solving problems is easy; it's clearly defining the problem to be solved that's hard.


Strategic planning to reassess current positions and to articulate a clear direction and goals for the future. Strategic planning includes instituting detailed action plans to ensure strategic goals are met. These plans identify the specific actions to be taken, pinpoint responsibilities for those actions and establish timeframes for taking them

Facilitation of group decisions made by organizational leaders, business owners and others with shared decision making responsibility, or entities in which broad base decision support is essential to success. Facilitation typically includes planning meetings, preparing meeting materials, leading meeting discussions and decision making processes, and following up as needed to affirm decisions or to assure continuing support for them.

Implementation and project management assistance to help put strategic or management decisions in place. These services can include assistance establishing an implementation plan for a new initiative or change, defining significant progress milestones, monitoring progress and assessing the need for and making mid-course adjustments.

Customer relations management to identify customer needs and expectations so that informed business decisions can be made. These services usually involve researching customer needs and expectations through surveys, focus groups or a combination of both. They also include translating data into useful information to allow a better understanding of customers, and to enrich customer services.

Performance management to continuously improve results and outcomes. These services include assistance establishing or clarifying performance goals, and implementing systems to manage these goals. Performance management systems can be developed at employee, organizational unit or enterprise-wide levels.

Organizational assessments, management audits and operations reviews initiated to isolate problems, weaknesses and other issues that may be affecting performance, results or profitability. These services use analytical techniques such as benchmarking and best practice assessment to provide an independent perspective on ways to improve organizational performance.

Decision support to help organizational leaders and business owners address specific issues or concerns. These services include working closely with key individuals to pinpoint needs and to fashion solutions that accomplish specified goals.

Evaluation of program quality or the impact of new initiatives. These services include the collection and analysis of qualitative and quantitative data to identify how outcomes are affected by existing or modified program design. The services often include interviews, surveys and focus groups as methods to supplement the broader evaluation.

Executive recruitment and retention to assist clients in attracting and retaining quality employees in key organizational positions. These services include clarifying job responsibilities and duties, identifying essential and desired traits for candidates, recruitment, applicant screening, interviewing and developing a framework for ongoing performance evaluation.

Additional Areas of Business Assistance

  • Business Plans
  • Buy/sell Agreements
  • Cash Flow Management
  • Corporate Documents (Review and Update)
  • Corporate Finance
  • Employee Evaluation Systems
  • Estate and Gift Planning
  • Executive Search
  • Financing Alternatives and Venture Capital Consulting
  • Financial Reporting Systems and Design
  • Fraud Audits
  • Human Resources Consulting
  • Internal Control Procedures
  • Internal financial reporting
  • Insurance Analysis
  • Key Employee Evaluation/Compensation
  • Leveraged Buy-outs
  • Management/Organizational Structure
  • Mergers, Acquisitions and Joint Ventures
  • Ownership Succession Planning
  • Performance Measurement
  • Personal Financial Planning
  • Personnel Management
  • Profit Improvement Consulting
  • Qualified and Non-qualified Compensation Plans
  • Records Management and Retention
  • Strategic Planning