Is It Time? How A Growing Business Knows When Its Systems Need to Change
Tell a busy season from a real ceiling.
A 45-minute session for owners, CFOs and controllers of growing service firms and multi-location businesses who want a clear way to decide if their systems still fit.
What you’ll walk away with
- Run The Ceiling Test: four questions that separate a busy stretch from a system that has hit its limit.
- See the slow-month check that shows whether month-end delays come from volume or from your systems.
- Learn why the same number showing different answers across departments or locations is one of the clearest signals, and what it means.
- Discover what doesn’t need to change yet, so you fix what’s holding you back and leave alone what isn’t.
- Get the one-page “Is It Time?” readiness checklist to use with your leadership team after the session.
Who it’s for
Growing service firms: professional services, agencies, IT/MSP, engineering and consulting firms where growth shows up as more clients, more projects and more people, and profitability gets harder to see.
Multi-location and multi-entity businesses: franchise groups, restaurant and hospitality groups, retail chains, property management and healthcare networks where growth shows up as more locations and entities, and consolidated numbers arrive later every month.
What to expect
You’ll leave with The Ceiling Test, four practical questions for telling a busy stretch from a real systems ceiling, plus a one-page readiness checklist to use with your leadership team. We won’t be demoing software or asking you to commit to anything; the session is built around a decision, not a product. The one thing you’ll be able to do differently: decide whether to evaluate your systems now or wait with confidence, based on clear signals instead of frustration.
Agenda
- Why this question is harder than it looks: the familiar signs, and why “busy” hides them
- The Ceiling Test: four questions that separate growing pains from a real ceiling
- What evaluating readiness looks like: a walkthrough of the Business Systems Assessment
- What happens after you decide it’s time: what a readiness review actually involves
- Live Q&A with Mario and Keith
Tuesday, November 3 | 1:00 pm ET | Live on Zoom | Recording sent to all registrants
45 minutes + 15 minutes live Q&A. Can’t make it live? Register anyway and we’ll send the recording and checklist.
Mario Nowogrodzki, CPA.CITP
Founder and CEO,
Mendelson Consulting
Named an Insightful Accountant Top 100 ProAdvisor every year since the award began, Mario has helped growing businesses make systems decisions since 1992. As a CPA.CITP with deep expertise in QuickBooks and Intuit Enterprise Suite, among other financial solutions, he brings both the accounting and the technology perspective, so clients get recommendations built around how their business actually runs.
Named an Insightful Accountant Top 100 ProAdvisor every year since the award began, Mario has helped growing businesses make systems decisions since 1992. As a CPA.CITP with deep expertise in QuickBooks and Intuit Enterprise Suite, among other financial solutions, he brings both the accounting and the technology perspective, so clients get recommendations built around how their business actually runs.
Keith Fileccia
COO,
Mendelson Consulting
Keith Fileccia is Chief Operating Officer at Mendelson Consulting, where he oversees operations, strategic partnerships and client engagement across the firm's accounting technology and cloud services divisions. Over more than 25 years, Keith has held leadership roles at Intuit, OMT Technologies and Sidus Systems, focused on sales management, process optimization and customer experience. A Six Sigma Black Belt and Avalara Certified Implementation Partner, he helps growing businesses use data, automation and cloud technology to remove manual work, streamline operations and scale with confidence.
Keith Fileccia is Chief Operating Officer at Mendelson Consulting, where he oversees operations, strategic partnerships and client engagement across the firm's accounting technology and cloud services divisions. Over more than 25 years, Keith has held leadership roles at Intuit, OMT Technologies and Sidus Systems, focused on sales management, process optimization and customer experience. A Six Sigma Black Belt and Avalara Certified Implementation Partner, he helps growing businesses use data, automation and cloud technology to remove manual work, streamline operations and scale with confidence.
Event Date
Join us for a focused discussion offering clear takeaways and strategic guidance.
Is it time, or is it a busy season?
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