Achieving Fiscal Best Practices Engagement

In this engagement, we help your agency achieve Best Practices For Fiscal Performance, based on commonly accepted industry standards.

Fiscal Practices Questionnaire

We start with a Fiscal Practices Questionnaire that helps me understand your agency’s fiscal performance, and how close or far you are to achieving “Best Practices” over the past year and 18 months. We also see where you’re heading around key Fiscal Best Practices over the next six months.

Fiscal Best Practices Recommendations

Fiscal Best Practices Recommendations Next, using a variety of tools, we’ll home in on the gaps between your current status and recommend the actions you’d need to take to achieve Fiscal Best Practices. Our recommendations will help you fill the gap, while still delivering the highest-quality client service.

In addition to a Recommendations Memo, we’ll hold a Zoom session to walk you through our recommendations and answer any questions you may have.

Fiscal Best Practices Coaching

Fiscal Best Practices Coaching: We then have a phone or Zoom session every other week, preferably for six months, to determine what Fiscal Best Practices are working (and you’ll do more of them), what’s not currently working (let’s keep an eye on them and fine-tune or modify) and what’s clearly not working, despite modification, (so let’s find another way to meet those standards)

– Testimonials –

  • "Since crossing paths with Ken Jacobs at the PRSA Counselors Academy in Puerto Rico back in 2016, I have had the pleasure of knowing him. At that time, I was working for another PR agency. In 2020, I decided to establish my own PR firm, Jmac PR. Recognizing the need for expert guidance in business development, I turned to Ken for support. Ken's insights and teachings have been transformative. His expertise in business development has provided me with invaluable knowledge and skills, helping me excel in areas that were once challenging. Our collaboration has clarified implementation strategies and identified key areas for growth. I sought Ken's guidance again for fiscal best practices, and once more, his mentorship proved invaluable. His coaching style, which is approachable yet insightful, has empowered me to implement sound financial strategies, putting me in a strong position for sustainable growth. Ken's phenomenal coaching abilities make him an invaluable resource for PR agency owners and stakeholders. His supportive yet challenging approach fosters personal and professional development in a motivating and effective manner. Confidently, I have referred fellow PR professionals and agency owners to Ken, knowing they will greatly benefit from his expertise. As I continue to evolve and grow, I wouldn't hesitate to engage Ken's services again in the future. If you're seeking guidance and mentorship to propel your PR endeavors forward, Ken Jacobs is undoubtedly the person to turn to."
    John McCartney
    John McCartney Principal at Jmac PR LLC
  • "Jacobs Consulting & Executive Coaching has proven to be an invaluable asset to our PR agency, JPW Communications. Ken provided a comprehensive review of our fiscal situation that was not only thorough but was also delivered with a level of clarity and insight that exceeded our expectations. From the outset, Ken demonstrated a deep understanding of our industry, allowing him to quickly identify areas where we could improve our financial standing. What truly sets him apart, however, is his ability to translate complex financial data into meaningful and easy-to-understand recommendations. This was a game-changer for our team, as it made the decision-making process much more efficient and effective. Ken didn't just stop at pointing out our financial strengths and weaknesses. He worked closely with us to develop a tailored strategy to address our specific needs and goals. His guidance was not only practical but also forward-thinking. Overall, Jacobs Consulting & Executive Coaching has played a pivotal role in helping our PR agency achieve greater financial stability and success. We highly recommend his services to any organization seeking expert financial guidance that is both insightful and easy to comprehend."
    Jenny Windle, MPA
    Jenny Windle, MPAFounder and CEO at JPW Communications