Our Services

At AWB Associates, we help organizations operate smarter, scale faster, and perform better through the integration of financial leadership, intelligent automation, and process excellence.
Our services span fractional executive leadership, consulting, digital systems, and creative solutions—all designed to help our clients grow with confidence.

🔹 Fractional Leadership Services

Fractional CFO & COO Services

We provide seasoned executive leadership on a fractional basis—delivering the financial insight and operational discipline needed to run your organization at a higher level. Our CFO and COO services bring clarity to financial performance, strategy execution, and day-to-day management.
Key capabilities include:

• Financial forecasting, budgeting, and modeling
• Profitability and cost analysis
• Strategic planning and KPI alignment
• Performance dashboards and board reporting
• Operational process optimization and team accountability

Bookkeeping and Payroll

We combine traditional bookkeeping precision with automation and AI-enabled tools that eliminate manual effort and reduce error. From daily transactions to monthly close and payroll, we keep your books clean, compliant, and actionable.
Our bookkeeping includes:

• Accounts payable and receivable management
• Bank and credit card reconciliation.
• Payroll processing and compliance
• Monthly close and financial statements
• Cleanup work
• Tax preparation support and coordination with CPA partners.

Cash Flow, Dashboards & Management Reporting

Every AWB client gains access to custom-designed dashboards and management reports built for real-time clarity. We track cash flow, financial ratios, and key metrics so decision-makers can act quickly and confidently.
Deliverables may include:

• Power BI and Excel-based dashboards
• Cash flow forecasting and scenario modeling.
• Management reporting packages for executives and boards
• Variance analysis and performance tracking

🔹 Consulting & Advisory Services

AI Strategy & Implementation

We help organizations harness artificial intelligence to work smarter, not harder. From AI readiness assessments to automation of financial and operational workflows, AWB brings real-world experience in aligning AI tools with measurable business outcomes.
Services include:

• AI workflow design and automation strategy
• ERP and custom AI project implementation
• Process mining and intelligent document processing.
• AI maturity assessments and staff training

Performance Improvement

As certified Lean Six Sigma Master Black Belts, our consultants specialize in process excellence and measurable improvement. We identify inefficiencies, eliminate waste, and create sustainable gains in productivity and profitability.
Areas of focus:

• Process mapping and reengineering.
• Root cause analysis and problem-solving
• KPI development and performance dashboards
• Continuous improvement systems

Change Management

Transformations succeed only when people come along for the journey. We help clients manage transitions with structured change frameworks that engage teams and minimize resistance.
Support areas include:

• Organizational readiness assessments
• Communication and stakeholder engagement planning
• Training and reinforcement programs
• Change adoption measurement.

Business & Operational Consulting

We deliver cross-functional consulting that bridges strategy and execution, whether optimizing departments, redesigning budgets, or analyzing new market opportunities.
Our consulting expertise includes:

• Business and operational analysis
• Budget and capital acquisition strategy
• Enterprise architecture and systems design
• Office Automation and workflow optimization

🔹 Digital Systems & Proprietary Applications

We believe our clients should not have to purchase multiple external systems to run their businesses efficiently. That’s why we’ve developed a suite of proprietary, fully integrated applications built on the Microsoft Power Platform—each tailored to small and mid-sized organizations.

Available systems include:

• AWB Learning Management System (LMS Lite): A training and certification platform for employee development.
• Program Management Office (PMO): A complete project tracking, issue/risk/change management solution.
• Fixed Assets & Depreciation Manager: Automated asset lifecycle and accounting module.
• HRIS & Onboarding: Tracks employees, roles, compliance, and provisioning.
• Smart Hire (Recruiting): Streamlines requisition, approvals, and hiring pipelines.
• Inventory Management System: Real-time stock tracking and reorder automation.
• CRM & Client Management: Customer lifecycle, sales, and service management.
• Time Tracking & Billing: Monitors project time, utilization, and cost recovery.
• Continuous Improvement: Formalizes the management of Continuous Improvement

All systems are customizable, fully integrated with Microsoft 365, and come with training and reporting dashboards designed by AWB Associates.

🔹 Digital Media & Training

Digital Media & Graphic Arts

We offer creative support to help businesses present a professional, cohesive brand image. Our in-house digital media services include brand design, visual storytelling, and marketing collateral development.
Capabilities include:

• Logo and brand design
• Marketing collateral and pitch deck creation
• Video and multimedia content
• Website visuals and presentation design

Leadership & Professional Training

AWB Associates has developed a comprehensive library of 13 training programs focused on leadership, operations, and technology. Courses can be delivered online, in-person, or via our AWB LMS Lite platform.

Training topics include:

• Leadership 100–300 Series
• Time Management and Productivity
• AI for Managers
• Change Management and Continuous Improvement
• Diversity, Equity & Inclusion (DEI) for California organizations

Why Clients Choose AWB Associates

• Integrated financial, operational, and technology expertise under one roof.
• Proven systems and dashboards that eliminate software costs.
• Deep experience across multiple industries and growth stages
• Certified experts in finance, process improvement, AI, and change leadership.
• Measurable results—improved performance, scalability, and profitability