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- Personalized Services | Diagrid Advisors
Personalized Services You tell us what your business needs are and we connect you with one of our professionals who has the skillset and background to match it. Yes – it’s that easy. Accounts Payable Accounts Receivable Credit Card Management Bank Reconciliations Basic Financial Statements Expense Monitoring Revenue Monitoring Accounting & Payroll contract CFO Dynamic Budgeting & Forecasting Customized Performance Dashboards Development / Calculation of Objectives and Key Results (OKRs) Product & Pricing Analysis Full Funnel Customer Analytics Calculation of Key Metrics M&A Transaction Support strategic finance & contract cfo 1096 a nd 1099 Forms Prompt and accessible for addressing any inquiries Dispatching recipient copies via US Mail services business personal Property Tax forms Providing guidance and support throughout the acquisition of necessary informat ion draft for cl ient review Timely filing in accordance with the specific standards of the client's state 1099 & PPT Tax PrepAration integrated marketing plan development photo, graphic, and video content generation merchandise planning search engine optimization website design and launch marketing advising *Service is being newly launched - outline it to client need(s) marketing (coming soon) HR Concierge Service Legal and HR Compliance Employment Practices Employee Handbook Employee Pay Practices Recruiting and Talent Acquisition HR Management & ADA compliance strategic business consulting strategic business consulting purpose, Strategy and culture establishment strategy development leadership development business operations coaching services non-profit corporate team one-on-one executive strength-based featured Hourly Services Functionality You Will Love HR Concierge Service If you have a question or concern you need answered, we have HR associates who are available to give their professional opinion and help you gain the confidence to address your important HR matter. Contract CFO Focusing on strategic finance and financial planning, our contract CFO is available to offer their expertise at an hourly rate. Based on the client’s needs, this could range from dynamic budgeting and forecasting to calculation of OKRs and key metrics. Our full list of offerings is available on our personalized services page on our website. Phone 619-752-0885 Mail clientrelations@diagridadvisors.com facebook.com/Diagrid.Advisors linkedin.com/company/diagrid-advisors/
- Consulting Services | Diagrid Advisors
Welcome to the GriD Accounting / HR / Strategic Finance / Executive Coaching / Marketing (New!) Where Service Meets Purpose Providing Business Services & Impacting our Community Get Started We exist to serve Our commitment is to your success; watch this short video to hear more. Discover Diagrid Advisors: Your Partner in Success At Diagrid Advisors, we prioritize reliability, personalization, and responsiveness in everything we do. We believe in building lasting relationships with our clients and giving back to underserved communities by donating profits. Our services are designed to equip businesses with essential operational support, reducing staffing overhead while fostering growth and prosperity. With us, our clients benefit from our team approach with our professionals dedicated to their success, ensuring comprehensive support and expertise. Join our community and experience the difference of a trusted partner dedicated to your success. Meeting Unique Needs We take pride in our ability to craft services that are uniquely tailored to match the individual needs, goals, and challenges of each client. We offer a range of business operational services that not only meet but exceed your expectations. Strategic Partnerships We don’t just provide services; we forge strategic partnerships with our clients. This means understanding their goals, challenges, and aspirations on a deep level, working collaboratively to unlock their full potential. Investing in the Community We operate as a social enterprise, committed to donating 100% of our profits to charitable organizations. We aim to shift the paradigm of a profit-centric mindset and inspire others to create positive change by actively investing in their community. What We Value By joining our community, clients gain a trusted team of partners dedicated to their success through personalized quality services and resources for their satisfaction. At Diagrid, we're not just advisors; we're allies in your journey toward achievement and impact. Building Relationships through Customer Service Employee Engagement and Personal Satisfaction Transparency with our Financial Goals and Support Reinvesting in our Global Community “Once in a while, you come across a person, group, or organization that not only exceeds expectations but also exceeds metrics that you didn’t even realize you had! Each person we’ve dealt with at Diagrid Advisors has exceeded our typically very high expectations and hopes. Diagrid staff are very competent in their core functions and always act with great professionalism. That’s usually all that can be expected of a company. But Diagrid also view themselves as partners with us in helping achieve our goals as a business. This is truly exceptional in today’s business world! It’s always a blessing when we can look at any area of our business and say, 'That’s covered – no need to worry!' We can do that without reservation with Diagrid Advisors.” Margaret Yova, CEO SolutionsXYZ Personalized Services Accounting and Payroll Human Resource Management 1099 and PPT Tax Preperation Strategic Finance Strategic Business Consulting Phone 619-752-0885 Mail clientrelations@diagridadvisors.com facebook.com/Diagrid.Advisors linkedin.com/company/diagrid-advisors/
- Our Partners | Diagrid Advisors
Our Partners At the heart of our success are the incredible relationships we've built with our trusted partners—visionaries and experts who join us in a shared mission. Together, we craft exceptional experiences, driven by a genuine commitment to excellence and collaboration, all for the benefit of our valued customers. Amor Ministries Amor's mission is to keep families together. They partner with local communities throughout Mexico and around the world to build houses alongside families in need. They offer a diverse range of volunteer trips tailored for individuals, groups, families, and businesses alike. Amor.org Blue Eddy LLC Blue Eddy provides accounting, FP&A, strategic finance, EPM/MDBMS system implementation (Oracle Essbase, SAP BPC, etc.), and contract CFO services to businesses of all sizes -- from early-stage companies seeking part-time finance support to large, multinational firms, both publicly and privately held. LinkedIn: Blue Eddy ManageCasa ManageCasa’s software is designed to manage commercial, residential, apartment, detached rental housing, student housing, mixed use retail properties, storage units, and marinas by integrating essential SaaS apps via cloud infrastructure and a secure rent payment gateway. Managecasa.com
The Grid Posts (129)
- Boost Employee Moral
Do you know your work neighbors? Several years ago, our partners, Amor Ministries, had a BBQ for the tenants in their building. It gave them the opportunity to meet the people they saw in the parking lot every day. After the BBQ, the whole feeling around the building was different. Establishing a connection with your employees and your work neighbors can be invaluable to your business’ future. Consider planning one of these events for your company over the next few months and watch how moral changes.
- Know Your Fly Rights
Anything can disrupt your flight plans, whether it's a cyber outage or weather. Be prepared and know your passenger rights. Visit your airline’s consumer rights page and the Department of Transportation’s website to save a copy of potential scenarios you might encounter. Some situations may qualify for compensation, so it's worth being informed. Check out the DOT's website: https://www.transportation.gov/airconsumer/fly-rights #traveling #consulting #smallbusiness
- AI FOR YOUR BUSINESS
A new report from the Small Business and Entrepreneurship Council (SBEC) says that nearly half of all small businesses have started using AI tools in the past year. They are using them to automate routine tasks, enhance customer experience, optimize inventory management, improve marketing strategies, and streamline financial management. Here a few worth looking at: Upmetrics —Tool for writing business plans with 400 templates to choose from. ClickUp —Cloud-based project management tool. Jasper —Content generator for articles, blogs, social media posts, and marketing copy. Zoho's Zia —Sales tool for lead generation, lead management, data collection, and writing sales copy. ChatSpot by HubSpot —Free sales and marketing tool, even if you’re not a HubSpot user Manatal —HR recruitment tool. Motion —Calendar tool to track your time and build itineraries. Lumen5 —Video creation tool. Otter.ai —Meeting assistant tool that re cords conversations, takes notes, transcribes interviews, and generates summaries.