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Services

 

CNE Business Management helps small businesses build structure, clarity, and consistency so your operation runs smoothly and your decisions are backed by organized information.

 

Our work is built on three core pillars: Process Management, Strategic Planning, and QuickBooks Online Support (Non-CPA).

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Whether you’re building systems for the first time, trying to grow without chaos, or tightening up how your business operates day-to-day, we create practical tools your team can follow: role-based SOP handbooks, focused 90-day execution plans, and clean QuickBooks workflows that are reconciliation-ready. The result is less guesswork, fewer dropped balls, and a business that can scale with confidence.

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Process Management
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CNE Business Management builds role-based SOP handbooks and a complete operations playbook so your business runs consistently. We document how each position operates, create step-by-step procedures, templates, and checklists, and implement a simple operating system for communication, file organization, approvals, and accountability. The result: fewer mistakes, faster training, smoother handoffs, and a business that doesn’t rely on one person to keep everything in their head.

Strategic Planning
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CNE Business Management helps you clarify priorities and turn them into a realistic plan your team can execute. We build simple strategic roadmaps, align goals to weekly actions, and create an accountability rhythm so progress doesn’t stall after the meeting.

QuickBooks Online Support (non-CPA)​
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CNE Business Management helps small businesses get organized in QuickBooks Online with clean setup, consistent workflows, and reconciliation-ready systems. We focus on structure, accuracy, and usability so your books are easier to maintain and your reports are actually helpful.

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What's Included 
What You Receive
Process Management
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  • Process Discovery + Workflow Mapping

  • Role-based SOP Handbooks for Each Position

  • Step-by-step Procedures, Checklists, and Templates

  • Handoff and Escalation Rules

  • File Organization + Naming Conventions 

  • Communication and Request-Tracking System 

  • Training + Rollout Support

  • Optional Add-on: Ongoing updates and Quarterly Process Refresh

You’ll receive a complete Process Toolkit, including:

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  • Operations Manual (Master Playbook)

  • SOP Handbook(s) by Position

  • Templates + Checklists Library

  • Process Coverage Checklist

  • Training & Adoption Guide

Strategic Planning
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  • Business/Operations Intake

  • Clarity on Goals, Constraints, and Top Priorities

  • Strategic Framework

  • 90-day Execution Plan

  • KPI Scorecard

  • Meeting Cadence + Agendas (optional)

  • Risk/Roadblock Planning

You’ll receive a complete Strategic Planning Toolkit, including:

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  • 1-Page Strategic Plan

  • 90-Day Execution Roadmap – goals → projects → weekly actions

  • Project/Initiative Tracker

  • KPI Scorecard

  • Meeting Rhythm + Agendas (optional)

  • Risk & Decision Log

  • Optional Add-on: Annual plan + Quarterly Planning Templates

QuickBooks Online Support (non-CPA)​

 

  • New QuickBooks Online Account Setup and Configuration

  • Chart of Accounts Organization

  • Customers, Vendors, Products/Services Setup

  • Bank and Credit Card Connections + Rule Setup to Reduce Manual Work

  • Invoicing Workflows

  • Receipt/Document Organization Workflow

  • Monthly “Reconciliation-Ready” Close Checklist and Routine

  • Optional Add-on: Accounting-Ready Bookkeeping Operations Support

You’ll receive a complete QuickBooks Support Toolkit, including:

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  • QuickBooks Online Setup Checklist

  • Chart of Accounts Structure

  • Workflow Playbook

  • Rules + Automation Setup

  • Invoice/Estimate Templates

  • Monthly Close Checklist

  • Optional: Handoff notes for your CPA/bookkeeper

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