The following are some of the key deliverables and action steps from the Executive Briefing session. These deliverables are key components that will be used as the foundation for the next phases.
• Summarize Son Management and its services
• Ask preliminary questions
• Identify key stakeholder
• Do a fit analysis to determine synergies
During the preliminary consultation, a team of specialists is identified from our national roster. They perform a two-way analysis with key management to determine the best course of success.
• Interview with key management
• Compare like organizations
• Explore obscure and complex areas in legislation
Working with the organization’s internal team for a limited time to uncover this information will be essential. The team then develops a strategy to effectively and efficiently compile the claim and start the process of recovery.
At this point, as a result of what we have determined from the Detailed Diagnostic, training is provided to your key staff who will be implementing new processes to capture all future savings.
The facilitation of the claim recovery requires a specialized skill to ensure that the process is carried through to successful and hassle-free results.
A final report is completed, which summarizes the process and identifies the areas that were realized, including worksheets. It summarizes recommendations for best practices that the organization can implement to ensure it achieves optimal results in the future.
As a bonus, we provide two years of ongoing support for those who may have day-to-day questions about application of commodity tax laws.