Executive Summary

Strategic Finance

Navigating the complexities of strategic finance can be daunting for many businesses, and this is where our consulting services steps in to make a real difference.

Companies often face challenges with financial visibility, leaving them without a clear picture of their financial health. This lack of insight can lead to poor decision-making and missed opportunities. Our service provides precise financial reporting that transforms uncertainty into clarity, empowering businesses to make informed decisions.

Cash flow management is another critical area where businesses struggle, and poor management can disrupt daily operations. By implementing tailored cash flow strategies, we help ensure that businesses maintain optimal liquidity, reducing stress and enhancing stability.

Inadequate financial planning and forecasting often leave companies unprepared for market changes and unable to capitalize on growth opportunities. Our approach to strategic finance involves crafting detailed financial plans that align with your business goals, equipping you with the foresight needed to navigate uncertainties confidently. High operational costs that erode profitability are another pain point, and we work to identify inefficiencies and recommend practical solutions that drive cost savings and enhance profit margins.

Risk management is essential yet often overlooked, leaving businesses exposed to unforeseen financial pitfalls. We can introduce robust internal controls and risk management processes that protect your business’s assets and strengthen financial health. Navigating compliance and regulatory demands can be overwhelming, with constant changes posing a significant challenge. Our service ensures your business stays compliant, reducing risks and alleviating the burden of navigating complex regulations.

Building trust with stakeholders requires accurate and transparent financial communication, but many businesses struggle with this, resulting in strained relationships. Let’s work on establishing reliable reporting practices that build confidence and trust among all stakeholders.

Aligning financial strategy with the broader business objectives is crucial, yet many companies find themselves misaligned, wasting valuable resources. We integrate financial planning with your strategic goals, ensuring every financial move supports your overall business direction.

Through our strategic financial consulting, we address these pain points head-on, delivering solutions that not only resolve immediate challenges but also set your business on a path of sustainable growth, operational excellence, and strategic clarity.

Let’s turn your financial complexity into a powerful, strategic asset that propels your business forward.

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Service Methodology

A structured and tailored methodology that combines strategic planning, in-depth analysis, and continuous improvement is imperative to ensure positive change for your organization!

This methodology addresses your company’s service objectives comprehensively, ensuring that financial operations are strategically aligned, compliant, cost-efficient, and well-prepared for future growth and challenges.

The process begins with a thorough review of the current position and business objectives. This involves detailed interviews with key stakeholders, analysis of financial and operational data, and a review of internal and external reports. This diagnostic review helps to establish a baseline understanding of the organization.
Next, benchmarking against industry standards is conducted to identify best practices and areas for improvement. A comprehensive framework is then designed to meet management requirements, developing appropriate financial strategies and process improvement methodologies.

Collaboration with your team is crucial to execute the strategy, ensuring alignment with overall business goals. This involves close cooperation with process owners to integrate changes into existing workflows. Key performance indicators (KPIs) are established, and performance is regularly reviewed against targets to make necessary adjustments.

A culture of continuous improvement is fostered with regular reviews and updates to management practices. Ongoing training is provided to staff on reporting standards and compliance requirements, ensuring that the organization remains agile and responsive to evolving challenges.

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Service Options

Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.

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Service Mission

Dedicated to empowering businesses with a comprehensive suite of financial solutions designed to drive sustainable growth, operational excellence, and strategic success!

This service is committed to crafting financial plans that not only align with your company’s financial goals but also position your business for ongoing prosperity. With a steadfast commitment to precision in financial reporting and compliance, the aim is to establish trust and reliability with all stakeholders.

Expertise in financial strategy and planning ensures that your business thrives through insights and robust plans that align with your long-term goals, building trust and credibility along the way. Unlock your company’s hidden value and enhance profitability through the identification of inefficiencies and the implementation of best practices tailored to your organization.

With a strong skill set in risk management and internal controls this will assist in safeguarding your assets and fortify your financial health by identifying potential risks and implementing robust control systems. Our unique service proposition is to be your trusted ally in transforming financial complexity into strategic clarity.

We are committed to enabling your business to achieve its goals by optimizing performance and unlocking its full potential, ensuring your business not only survives but thrives in today’s competitive landscape.

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Service Objectives

The following list represents the Key Service Objectives (KSO) for the Appleton Greene Strategic Finance service.

1. Financial Strategy and Planning
   This service focuses on developing a robust financial strategy that aligns with your company’s long-term vision. It includes creating comprehensive financial plans that outline the path to achieving your business goals, ensuring sustainable growth and success. This will help clients align their financial resources with business goals, optimize their capital structure, and make informed investment decisions to drive growth.
2. Financial Reporting and Compliance
   Ensuring accuracy and transparency in financial reporting is crucial. This objective covers the preparation of detailed financial statements and reports that building trust and credibility among stakeholders, assisting clients in enhancing their financial reporting processes, ensuring compliance with regulatory requirements, and improving transparency for stakeholders.
3. Cost Management and Efficiency Optimization
   This area is dedicated to identifying areas where costs can be reduced without compromising quality. It involves analysing current expenditures, streamlining processes, and implementing best practices to enhance operational efficiency and profitability.
4. Mergers and Acquisitions (M&A) Advisory
   From conducting thorough due diligence to advising on post-merger integration, this service aims to ensure smooth transitions and strategic growth through acquisitions, supporting clients in making informed M&A decisions, maximizing transaction value, and ensuring smooth post-merger integration.
5. Risk Management and Internal Controls
   The focus here is on safeguarding your company’s assets and financial health. It includes assessing potential risks, designing and implementing internal control systems, and developing strategies to manage and mitigate those risks effectively.

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Testimonials

InterCorp UAE

“I had the pleasure of working closely with Ms. Bjelanovic during her tenure as the Chief Financial Officer at Intercorp. Her strategic mindset and keen financial acumen were instrumental in steering our company through complex financial challenges. Joanne’s ability to analyse data, identify key insights, and make informed decisions greatly contributed to the overall success of our financial operations.

What truly sets Joanne apart is her unwavering commitment to excellence and her knack for fostering a collaborative and results-driven work environment. Her leadership style is characterized by a rare blend of decisiveness and empathy, making her not only an effective leader but also a trusted mentor to her team.
Beyond her professional capabilities, Ms. Bjelanovic is a genuinely kind and supportive individual. In addition to her technical skills, Joanne’s interpersonal skills are commendable. She consistently demonstrated effective communication and relationship-building abilities, both internally with colleagues and externally with stakeholders.

Her professionalism, expertise, and dedication make her an invaluable asset to any organization fortunate enough to have her on board.”

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Santra

“I had the pleasure of working closely with Ms. Bjelanovic as my invaluable CFO advisor, and I cannot recommend her highly enough. She is a strategic visionary with an exceptional ability to navigate complex financial landscapes and provide insightful guidance.

Her deep understanding of financial strategy has been instrumental in shaping our company’s success.

Her dedication to building a solid and internationally recognized finance and accounting structure has been a game-changer for our startup. Ms. Bjelanovic brought a wealth of knowledge and experience to the table, ensuring that our financial operations not only met but exceeded industry standards.”

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Rexel Australia

“I had the privilege of working with Ms. Bjelanovic during a challenging period when Rexel was integrating the back office of a number of acquired companies, each previously having its own support functions. Ms. Bjelanovic demonstrated great pragmatism and successfully forged through with what had to be done to create s single back office supporting a significant business. Post integration Ms. Bjelanovic could be relied upon for exceptional financial advice which assisted myself and my team to take the business forward to great results. I highly recommend Ms. Bjelanovic as a capable financial partner who will passionately work alongside you to achieve great results.”

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FitnGlam

“As an integral member of our executive and senior team during our tenure at FitnGlam, Ms. Bjelanovic has consistently demonstrated exceptional financial stewardship and strategic foresight. Ms. Bjelanovic possesses a remarkable depth of financial acumen, evidenced by her ability to navigate complex financial landscapes with precision and insight.

As a senior leader, she fosters a culture of collaboration and accountability not just within her team but towards everyone. She inspires excellence and innovation, empowering her colleagues to excel in their roles and contribute meaningfully to our collective success. Ms. Bjelanovic effective communication skills and ability to translate complex financial insights into actionable strategies have earned her the respect and admiration of both peers and stakeholders alike.

Although Finance department was not my minion however along with my other peers in FitnGlam and especially with such a great leader like Ms. Bjelanovic I enjoyed working on financial functions as she uplifted my knowledge with great perspectives.

I wholeheartedly recommend Ms. Bjelanovic for any organization seeking strategic CFO services who can navigate complexity, drive growth, and deliver sustainable value.”

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D2A

“Joanne was a key player in managing Rexel South-East Asia through an extraordinarily difficult period, resulting in a sale to private equity (D2A). Ms. Bjelanovic demonstrated great professionalism throughout the period, managing a complex set of critical strategic as well as operational issues in a very compressed time scale. With her drive, dedication and personality Ms. Bjelanovic is a great asset to any organization!”

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More detailed achievements, references and testimonials are confidentially available to clients upon request.

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Industries

This service is primarily available to the following industry sectors:

Hypermarkets & Supermarkets

This sector is characterized by intense competition and a constant push for innovation, and the rise of e-commerce and digitalization has significantly impacted traditional brick-and-mortar supermarkets, forcing many to adopt online shopping platforms and enhance their delivery services. This was accelerated by the COVID-19 pandemic which saw consumers increasingly prefer contactless shopping options. Additionally, there is a growing demand for healthier, organic, and locally sourced products, prompting supermarkets to focus on sustainability. Price sensitivity remains high among consumers, leading to aggressive pricing strategies and promotions.

Advancements in artificial intelligence and data analytics will enable supermarkets to offer personalized shopping experiences, optimize supply chain management, and improve inventory accuracy. The trend towards sustainability will continue to grow, with supermarkets adopting more eco-friendly practices and increasing their range of sustainable products. Furthermore, the expansion of online grocery shopping will only continue, and only Supermarkets that can adapt to these technological changes, meet consumer demands for sustainability, and maintain competitive pricing will thrive in the evolving market.

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Construction

The construction industry is experiencing a period of transformation driven by technological advancements and increasing environmental awareness. There is a heightened focus on sustainable building practices and the use of eco-friendly materials.

The construction industry is experiencing significant growth in certain regions, with some countries poised to be booming markets in the future. The areas that are expected to drive future construction are sub-Saharan Africa as well as parts of Southeast Asia and the Middle East.

These areas are expected to grow significantly driven by both government and private sector investment. So, whilst digital technologies like Building Information Modelling (BIM), drones, and 3D printing are being looked at as options for the sector to improve project efficiency and accuracy, the industry faces basic challenges such as labour shortages, rising material costs, and regulatory complexities in many of these new growth areas.

The push for sustainable construction will drive the development of green buildings and the use of renewable energy sources, with modular and prefabricated construction methods expected to gain traction, as they offering faster and more cost-effective building solutions.

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Fast Moving Consumer Goods

The FMCG sector is characterized by high consumer demand and rapid product turnover. Companies in this industry face intense competition and must continuously innovate to stay relevant. Brand loyalty is crucial, but consumer preferences are shifting towards healthier and more sustainable products. After the impacts of the COVID-19 pandemic and with changes in consumer behaviour, E-commerce has become a vital sales channel, with many FMCG companies investing heavily in their online presence.

The FMCG industry will be shaped by ongoing consumer trends towards health, wellness, and sustainability. Companies will need to innovate by offering products that cater to these preferences, including organic and eco-friendly options. Technology will play a critical role, with data analytics helping companies understand consumer behaviour, optimize supply chains, and personalize marketing efforts. The growth of e-commerce will continue, and direct-to-consumer models will become more prevalent. Sustainability will be a major focus, with companies striving to reduce their environmental impact through sustainable sourcing, packaging, and production practices.

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Retail

The retail industry is undergoing significant changes driven by digitalization and shifting consumer preferences. The COVID-19 pandemic accelerated the shift to online retail, with many consumers opting for contactless shopping options. This has enabled E-commerce to grow rapidly, with online shopping becoming a central part of the retail experience now. Brick-and-mortar stores are reinventing themselves to provide more experiential and personalized shopping experiences. Retailers are also focusing on sustainability, with an increasing demand for ethical and eco-friendly products.

Retail is being dominated by companies whose strategies seamlessly integrate online and offline shopping experiences. Retailers will have to continue to invest in technologies to enhance the customer experience and provide personalized services. Small retailers are now struggling to compete with larger companies that have the resources to implement sophisticated online strategies. They are turning to platforms like Amazon to provide them with access to a vast customer base, which can be difficult to reach independently. They can then also leverage the technology provided by these platforms to optimize their sales, distribution and analytics.

The importance of sustainability will continue to rise, with retailers adopting eco-friendly practices and offering more sustainable product options. E-commerce will keep growing, but brick-and-mortar stores will remain relevant by evolving into experience centres where consumers can engage with brands in unique ways. Retailers that can successfully blend digital innovation with sustainability and customer-centric strategies will thrive in this very competitive landscape.

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Oil & Gas

The oil and gas industry is facing significant challenges and opportunities. The transition to renewable energy sources and the push for decarbonization are reshaping the sector. The is forcing the industry to explore new technologies and strategies to enhance efficiency and reduce environmental impact. Oil prices are influenced by geopolitical factors, for example the Organization of the Petroleum Exporting Countries (OPEC) has a substantial influence on oil prices and their decisions to cut or increase oil production targets have historically affected oil prices.

The expansion of BRICS could have important implications for energy investment and trade, as it brings together large mineral resource holders and major oil producers, as well as some of the fastest-growing energy consumers. With the addition of Iran, Saudi Arabia, and the UAE, BRICS+ member states account for around 43% of the world’s output of crude oil, and if other countries like Kazakhstan, Kuwait, and Bahrain join, those shares will rise even further.

The future of the oil and gas industry will be defined by its ability to adapt to the global energy transition. Companies will need to diversify their energy portfolios by investing in renewable energy sources such as wind, solar, and hydrogen. The industry will also focus on reducing carbon emissions through carbon capture and storage (CCS) and other sustainability initiatives. Collaboration with governments and other stakeholders will be essential to navigate regulatory changes and align with global climate goals. The oil and gas sector that can balance traditional energy production with a commitment to sustainability and innovation will be well-positioned for the future.

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Locations

This service is primarily available within the following locations:

Dubai

Come to Dubai Habibi! We have all heard this saying, but did you know that Dubai is a global business hub renowned for its strategic location, state-of-the-art infrastructure, and business-friendly environment.

The city has diversified its economy beyond oil, focusing on sectors such as tourism, real estate, finance, and technology. The government’s proactive policies and investment in innovation have positioned Dubai as a leading destination for international business and trade.

Dubai’s strategic location bridges the East and West, providing access to markets across the Middle East, Africa, and South Asia. The city also boasts state-of-the-art infrastructure, including world-class airports, ports, and a well-developed transportation network, and the UAE ranks high for ease of doing business, with streamlined processes for business setup and operation.

Dubai’s continued emphasis is on innovation and sustainability and the city aims to become a global leader in technology and smart city initiatives, with significant investments in artificial intelligence, blockchain, and other emerging technologies.

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Sydney

Sydney is more than its iconic bridge and opera house! It is Australia’s financial and economic powerhouse, known for its strong service-based economy, particularly in finance, education, and tourism.

The city boasts a stable economic environment, high quality of life, and a skilled workforce, making it attractive to businesses and investors. Infrastructure projects, such as the Western Sydney Airport, are set to further enhance connectivity and economic growth for this city.

Sydney is geared towards continued investments in infrastructure and technology. The city’s commitment to becoming a global technology hub is evident in initiatives to attract tech startups and foster innovation such as the Tech Startups Action Plan, Sydney Startup Hub, and the city also offers various programs to encourage tech startups, including knowledge exchange sponsorship programs, business seminars, and workshops as well as a tech start up festival.

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Singapore

Singapore is known for its vibrant culture and diverse attractions, but it is also a leading global financial centre and a hub for trade, logistics, and innovation.

The city-state’s strategic location, business-friendly policies, and highly developed infrastructure make it a preferred destination for multinational corporations. Singapore demonstrated its resilience during the COVID-19 pandemic, being able to leveraging its strong healthcare system and digital infrastructure to maintain economic stability. Key sectors such as finance, biotechnology, and information technology continue to thrive, driven by strong government support and strategic initiatives.

Singapore’s future outlook has a focus on digital transformation and sustainability. The government’s Smart Nation initiative aims to harness technology to improve urban living, enhance business efficiency, and promote innovation. The Smart Nation initiative is led by the Ministry of Digital Development and Information (MDDI) and represents Singapore’s vision for a future where technology is seamlessly integrated into all aspects of life, creating endless possibilities for residents and businesses alike.

Singapore is positioning itself as a leader in sustainable development, with ambitious targets for reducing carbon emissions and increasing the use of renewable energy. The city-state’s emphasis on innovation, coupled with its strategic location and business-friendly environment, will ensure continued economic growth.

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Shanghai

Shanghai’s energy is what makes it one of the greatest cities around where everything and anything is still possible!

Shanghai is China’s undisputed financial hub and its global centre for commerce and innovation. The city plays a pivotal role in China’s economic landscape, with a strong presence in finance, manufacturing, and technology. Shanghai has benefited from China’s rapid economic growth and urbanization, attracting significant foreign investment. Despite challenges such as trade tensions and the COVID-19 pandemic, Shanghai remains a dynamic and resilient economy, supported by robust government policies and strategic initiatives.

The future of Shanghai is closely tied to China’s broader economic strategies, including the Belt and Road Initiative and the focus on high-tech industries. Shanghai aims to enhance its position as a global financial centre through financial reforms and the development of the Shanghai Free Trade Zone (FTZ) – the first free-trade zone in mainland China. The FTZ is designed to optimize the business environment with targeted policy relaxation in specific industries and reduced foreign exchange controls.

The city is also investing in innovation and technology, particularly in areas such as artificial intelligence and biotechnology. Sustainable development will be a priority, with efforts to reduce pollution and promote green urban living.

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Auckland

Auckland is a city with a lot of character and is commonly known as the City of Sails due to its iconic location – it is located on a small land tongue locked in by the Tasman Sea in the west and the Hauraki Gulf in the east, so it has plenty of access to the water!

Auckland is New Zealand’s largest and most diverse city and a key economic hub, known for its diverse economy and high quality of life. The city’s economy is driven by sectors such as finance, technology, tourism, and agriculture. The city’s strategic location and well-developed infrastructure make it an attractive destination for business and investment.

The city is investing in infrastructure projects such as the City Rail Link, which will enhance connectivity and support economic development. Auckland aims to become a leader in sustainability, with initiatives to reduce carbon emissions, promote renewable energy, and enhance urban green spaces. The city’s commitment to innovation is evident in its support for tech startups and digital transformation. Auckland’s investments and focus on sustainability and innovation will drive its economic growth for the future.

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Clients

This service’s current clients or employers include:

Rexel Group

Rexel’s mission is to offer their customers worldwide innovative and sustainable solutions to improve the comfort, security and energy performance of installations, infrastructure and buildings.

They are a worldwide expert in the professional multichannel distribution of products and services for the energy world. The proximity and flexibility of local networks paired with the scale of a worldwide expert!

They design innovative and sustainable solutions for the world of energy and are the preferred partner of electricity professionals. Rexel offers the industrial, residential and commercial markets comfort, security and energy efficiency solutions and services.

In an energy world undergoing transition, Rexel develops innovative, sustainable and custom solutions to respond to all its customers’ needs, every day. By putting customers at the heart of its value-added model, Rexel assures they can access its advice and solutions at any time, through every commercial channel, around the world.

For Rexel, being your partner means helping you save time and improve performance, no matter where you are.

https://www.rexel.com/en/group/

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FitnGlam

UAE’s premium women-only club, FitnGlam was founded to transform the landscape of women’s fitness in the UAE; a concept built to champion female minds and bodies. Created for women, by women.

Born out of a vision to create an environment that champions female minds and bodies, FitnGlam is set to change the exercise and wellness landscape for good. This is a community of empowered women who are embarking on a journey of transformation and better health.

FitnGlam is part of the Wellness Forward Group that also has brands Platform Studios and Fitcode.

https://fitnglam.ae/

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Motion Asia Pacific (formerly Inenco Group)

Motion Asia Pacific is part of Genuine Parts Company (GPC headquartered in USA), and the business delivers quality engineered products and services essential to Australasian industries.

Its customer value philosophy has firmly established Motion’s companies as the best-option providers of engineered products and related services for industry. Their core product lines include bearings, power transmission, sealing, fasteners, driveshafts, drives and motors, belting, fluid power, engineering services, lifting and safety equipment, tools, and maintenance products with a presence in almost all industrial and trade sectors, from agriculture and automotive to mining and transport.

The emphasize is on tailored solutions to meet the specific needs of industrial customers, providing not just products but also specialized services. There is also a focus on integrating the latest technologies in automation and predictive maintenance to help industries improve operational efficiency, and they are committed to promoting safe and sustainable practices in their operations and those of their customers.

Motion employs over 1,600 people across 14 core businesses, with over 180 branches reaching across Australia, New Zealand, Indonesia, and Singapore, providing local service where and when it is needed. An essential part of Motion’s success is their enduring focus on exceptional customer value delivered by their group of businesses: Reliable / Efficient / Local / Yes Can Do service!

https://www.motionasiapac.com/

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Rexel China

Rexel China supports its customers to be the best in running their business, by providing a broad range of sustainable and innovative products, services and solutions in the field of industrial automation, commercial lighting and electrical supply. Over the past 20 years, Rexel China has built a solid distribution network to serve industrial and commercial customers wherever they are based. With 36 branches and 17 sales offices all across China, there is always someone close by to support you.

Rexel China has its headquarters in Shanghai and its 6 entities are based in Shanghai (Rexel Electric and Zhonghao Technology), Beijing (Beijing Zhongheng and Ouneng), Suzhou (Suzhou Xidian) and Hangzhou (Huazhang Automation); there’s also a support center in Jinan, and branches and sales offices in all but a few of the provinces. The 2 distribution centers in Tianjin and Suzhou are well positioned to get orders to customers when and where they need them.

https://www.rexel.com.cn/en/

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Ideal Electrical New Zealand

Rexel’s mission is to support its customers – in residential, non-residential as well as industrial markets – to be at their best in running their business, by providing a broad range of sustainable and innovative products, services and solutions in the field of technical supply, automation and energy management related to construction, renovation, maintenance and production.

They are your local lighting design specialists. Rexel Lighting is the lighting solution of Ideal Electrical Suppliers, the company was founded in 1936 by a dedicated and experienced team of homegrown industry professionals. Their vision was to set an industry benchmark for outstanding customer service in the New Zealand electrical wholesale sector.

Their mission has evolved out of supporting customers around New Zealand by providing value to a broad range of sustainable and innovative products and services for automation, technical supply, and energy management.

Because of their history, experience, and expertise, they really do understand what customers need from their electrical supplier. With over 380 staff including project managers, estimators, technical advisors, lighting specialists, and trade qualified personnel, they have the expertise and resources to give your business and customers what you need when you need it.

Their 48 branches are in easy reach of all New Zealand cities and towns. From Whangarei in the North to Invercargill in the deep South we have branches manned by our friendly, knowledgeable staff to help you with your project.

With over 100,000 products, it’s very likely they will have exactly what you are looking for. If not, they will do our very best to get it for you. Whether your project is commercial, residential or industrial their team will go out of their way to look after YOU as a valued customer.

https://www.rexellighting.co.nz/about-rexel/ideal-electrical

https://www.rexellighting.co.nz/

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Service Benefits

Bronze Service

Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months

Bronze service includes:

01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management

SERVICE DESCRIPTION
The Bronze Client Service (BCS) for Strategic Finance provides clients with an entry level option and enables client contacts to become personally acquainted with Ms. Bjelanovic over a sustainable period of time. We suggest that clients allocate up to a maximum of 5 Key Employees for this service. Your Key Employees can then contact the consultant via email, whenever they feel that they need specific advice or support in relation to the consultant’s specialist subject. The consultant will also be proactive about opening and maintaining communications with your Key Employees. Your Key Employees can list and number any questions that they would like to ask and they will then receive specific answers to each and every query that they may have. Your Key Employees can then retain these communications on file for future reference. General support inquiries will usually receive replies within 48 hours, but please allow a period of up to 10 business days during busy periods. The Bronze Client Service (BCS) enables your Key Employees to get to know their designated Appleton Greene consultant and to benefit from the consultant’s specialist skills, knowledge and experience.

Silver Service

Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months

Bronze service plus

01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis

SERVICE DESCRIPTION
The Silver Client Service (SCS) for Strategic Finance provides more time for research and development. If you require Ms. Bjelanovic to undertake research on your behalf, or on behalf of your Key Employees, then this would understandably require more time and the Silver Client Service (SCS) accommodates this. For example, you may want your consultant to undertake some research into your management, performance, business, or training processes, with a view towards providing an independent analysis and recommendations for improvement. If any research and development, or business analysis is required, then the Silver Client Service (SCS) is for you.

Gold Service

Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months

Bronze/Silver service plus

01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training

SERVICE DESCRIPTION
The Gold Client Service (GCS) for Strategic Finance is intended for more detailed evaluation and assessment, that may require your Key Employees to have monthly meetings or interviews with Ms. Bjelanovic. These meetings and interviews can be conducted over the telephone, Skype, or by video conference if required. The consultant can also attend your business premises, an Appleton Greene office, or another mutually beneficial location, but please note that clients are responsible for the costs of any disbursements separately, including travel and accommodation. This service enables you to integrate the specific skills, knowledge and experience of your designated consultant into your Key Employee management team. The Gold Client Service (GCS) can also incorporate training workshops, business presentations and external meetings with customers, suppliers, associations, or any other business-related stakeholders.

Platinum Service

Monthly cost: USD $6,000.00
Time limit: 20 hours per month
Contract period: 12 months

Bronze/Silver/Gold service plus

01. Project planning
02. Project development
03. Project implementation
04. Project management
05. Project review

SERVICE DESCRIPTION
The Platinum Client Service (PCS) for Strategic Finance is our flagship service and will be required if you need Ms. Bjelanovic to facilitate the planning, development, implementation, management, or review of a particular project relating to his specialist subject, which would obviously require more time and dedication. This service enables you to reserve up to 12.5% of the consultant’s working month and provides a more hands-on service as and when required. If you need more time than this, then this can always be arranged, subject of course to the consultant’s ongoing availability. The benefit of having an external consultant involved in projects is they provide an independent perspective and are not influenced by internal politics, day-to-day responsibilities, or personal career interest. They provide objectivity, specific knowledge, skills and experience and will be entirely focused upon the tasks at hand. The Platinum Client Service (PCS) will provide your organization with a valuable resource as and when you need it.