INVEST YOUR TIME AND EFFORTS ON RUNNING YOUR BUSINESS,
LEAVE THE ACCOUNTING TO ME

FREE CONSULTATION

INTUITIVE

Able to see where issues are in the financial and operational arenas.

INTEGRITY

High standard of ethics in both my professional life and in my personal life.

INSPIRATIONAL

Easy to connect with, share with and feel safe with tough conversations.

MY MISSION

IS YOUR SUCCESS

Is your company’s morale low? Has growth been stagnant, or worse, declining? Have you reached the end of your resources and have no clue where to go? Do you have a business plan for the future? Are you consistently billing all revenue on a timely and accurate basis? Do your profits exceed what is budgeted for? How do you measure your success? Are you sustainable in a changing economic culture? Do you have a pulse on the company and your teams?
FREE CONSULTATION

CFO FUNCTIONS AND CONSULTING SERVICES

for organizations that do not have a budget for a full-time CFO
DETERMINE THE FINANCIAL INTEGRITY OF MANAGEMENT REPORTING

Review the existing internal controls of the business and determine if and/or where any weakness lies. Review and determine if realized income and expenses are being reported accurately on a timely basis.

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DESIGN AND IMPLEMENT INTERNAL CONTROL POLICIES TO RESTRUCTURE WHERE APPLICABLE

Based upon the integrity of the financial position, new policies and procedures are designed to reduce excess costs and increase profitability. Review expenses and find ways to reduce overheads by bidding out expenses, determining the necessity of existing overheads and then make suggestions for reductions. Operational policies are developed and put into action.

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TEAM BUILDING WORKSHOPS

This starts with meeting the employees without management, making a safe environment for honest and open discussion about the culture of the company. This is not a blame game, this is an open forum for employees to share their thoughts. I interpret the data, and then create events that reduce the silo’s in the individual departments creating more teamwork mentality.

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FINANCIAL SUSTAINABILITY

This is done by creating budgets and setting goals for cash flow analysis, debt reduction if applicable, banking options, bidding of applicable overhead expenses to reduce costs, accounting software viability and employee review. We create a one page business plan (OPBP) with the overall company’s mission and vision statements. Then we construct the objectives, strategies and action plans to execute the OPBP for the company as a whole, and in addition for each department.

CFO FUNCTIONS AND CONSULTING SERVICES INCLUDE

Determination of Business Model; Mission and Vision Statements; Developing Business Plans; Financial Sustainability Planning and Goal Setting; Accountability Model for Leaders, Managers, and Employees; Coaching for Leaders and Managers in the Organization

MISSION & VISION

SUSTAINABILITY

CORE VALUES

INTERNAL CONTROLS

POLICY & PROCEDURES

WORK CULTURE

TESTIMONIALS

Sabine came into our lives at an extremely difficult time. We were in the process of restructuring and facing an economic downturn as well. Sabine literally came through the door with an illuminating clear perspective. She assessed the Company, interviewed us, to determine our goals, and quickly developed a game plan. Her positive attitude uplifted the morale of each of our employees. Going through major restructuring is very stressful but Sabines knowledge and calm demeanor guided us to meet achieve all our goals. I strongly recommend Sabine for any Corporate guidance, accounting, financial challenges, or managerial restructuring. After her help I discovered not only a great resource but also a great friend.

Jay Piper | GM for Bay Quality Roofing, Inc.

I have known and worked with Sabine Jakobs for more than 20-years. Sabine has been of vital
importance to several of our mutual small and mid-sized business clients in the areas of financial
management and consulting. Her familiarity with multiple software programs, generally accepted
accounting practices, financing strategies and dealing with economic growth and decline issues has been extremely helpful to clients over the years. I would recommend her to clients who need to move to the next level of accounting and reporting practices over the years and have seen the positive results that continue to occur with these companies.

Brian Kehoe | SVP/Commercial Loan Officer for Heritage Bank of Commerce

When we first reached out to Sabine, our company’s payables were $2mm and our receivables were $1mm to frame the situation. Thanks to SOS, we have the great pleasure of operating with a 2 to 1 A/R to A/P ratio now and we have even purchased our own building. In summary, our business would not have survived without your help, Sabine. We are so happy and grateful that we made that first phone call to SOS.

Doug Nakano | President for Fuel Oil Systems

I tell a lot of my business friends about my great accountant, I have known her for many years, she has saved us in countless ways and she works close with our bank and CPA’s. A great communicator, capable of bringing the best out of a company in need of help and always there for you. Sabine with the SOS plan will make a company shine, we are happy to have her as a part of our team.

Ronald A. Tinkey | Sales/Service for City Mechanical, Inc.

Our Firm has worked with Sabine Jakobs and more recently her Firm, Strategic Organizational Solutions
(SOS) Plan for over 25 years. Her focus and insight give her a unique ability in this industry to isolate
issues with management structure, corporate culture, back office structure and internal controls and
create a plan with realistic implementation potential. Beyond initial corporate management, Sabine also
offers a keen financial analysis with an eye towards managing cash flow and maximizing profitability.
In working with mutual clients, the feedback I receive from clients regarding her services reflects her
communication skills and dedicated professional approach.

Michael J. Gurr CPA, CVA

CONTROLLER FUNCTIONS

for regular review to validate the integrity of your numbers
  • Monthly Bank Reconciliations and cash projections.
  • Monthly reconciliation of AP & AR to subsidiary ledgers.
  • Allocation of expenses between divisions and/or departments.
  • Recognition of income
  • Insurance bidding for all applicable insurance including but not exclusive to General Liability, Umbrella, Auto & WC.
  • Developing bank relationships – maintaining ratios for borrowing basis’ if applicable.
  • Payroll Quarterlies for both the Federal and State Organizations.
  • State Sales Tax Quarterlies
  • Assistance with HR issues including hiring, terminating, goal setting, and reviews.
  • Temporary assistance with all accounting functions during transitional periods.
  • Implementation and execution of Budgets.
  • State of the Company Meetings.
  • Determining the financial integrity of managerial reporting.
  • Design and implement internal controls policies where applicable to increase efficiency and accountability.

INTERESTED IN A PERSONAL

COACH FOR YOUR LIFE OR BUSINESS?

SUBMIT

SABINE JAKOBS

I started SOS years ago because I recognized the need for small to medium businesses to get information
that was accurate and timely in order to make decisions about their business. I have discovered that
many businesses do not have immediate access to valid financial information that could be critical in the
decision making process. I really enjoy looking at internal controls and discovering if there are any
vulnerable places that a business could be losing money, or be a victim to fraud. I love helping owners
expand their business, improve operations and efficiencies, increase profitability, decrease levels of
stress and feel successful. The word successful has many different connotations and I enjoy the process
of figuring that out for each owner.

I have restructured, reorganized, and been at the start of many different types of organizations
especially in the construction industry. I love the service side of a business and implementing
procedures to maximize profits and then retain them. I enjoy coaching and assisting managers to
empower themselves, and then their team creating a positive work culture. I am passionate about being
helpful and making things less complicated – creating a more balanced life.

I am a good listener and enjoy the communication between leaders.

I look forward to meeting you!

STRATEGIC ORGANIZATIONAL SOLUTIONS – OWNER

  • Detailed analysis of current financial position along with current internal control policies and procedures.
  • Providing solutions and strategic plans for a variety of concerns.
  • Creating and implementing yearly budgets.
  • Validate the integrity of all financial reporting in compliance with GAAP and all government agencies.
  • Implement and train new procedures for operations, accounting, service, and HR departments.
  • Complete efficiency analysis for all departments within different organizations and make revisions to increase productivity and decrease redundant inefficient costs of operations.
  • Complete marketing and sales analysis and then create marketing collateral.
  • Create and implement business plans for strategic growth.
  • Develop business model strategies.
  • Facilitate team building workshops.
  • Achieve net profits after years of substantial losses.

CFO FOR AN HVAC CONTRACTOR

  • Evaluate all financial decisions for growth – company grew from $2.5M to $18M.
  • Maintained financial integrity of the business.
  • Manage accounting department employees with goals and objectives.
  • Team building and co-creating a positive culture for the organization.
  • Organize and facilitate yearly state of company meetings.
  • Implementation of all accounting software and controls.
  • Implementation and maintenance of corporate budgets.
  • Implement operational procedures while tracking financial benefits.
  • Implement and maintain internal controls.
  • Maintain banking relationships and debt instruments.
  • Maintain all federal & state tax reporting requirements.
  • Maintain all insurance requirements for all aspects of the business divisions.

ONLINE ACCOUNTING – OWNER

  • Implement and support various accounting packages.
  • Assistance in financial planning and budgeting.
  • Design and implement internal control procedures.
  • Assist and develop organizational development programs.
  • Training of employees for accounting functions necessary.
  • Strategic planning, business model design while maintaining core values.






GET IN TOUCH

Contact Us

Strategic Organizational Solutions Logo
PHONE: (408) 679-9850
EMAIL: thesosplan@gmail.com