PM Security Overview

Company: PM Security Solutions, Inc.
Industry: Security Services
Size: 85-100 employees
Engagement Duration: 6+ months

Challenges to Triumph

In the competitive security services industry, PM Security Solutions, Inc. struggled with financial oversight and leadership structure due to the lack of a dedicated CFO. To achieve sustained growth, they needed a proactive financial management and leadership development approach. This case study highlights how Here2Elevate’s BOS-UP framework transformed their operations, enhancing financial stability and organizational excellence.

The Challenges



  • Lack of structured financial management and reporting


  • Absence of a comprehensive business plan


  • Disorganized QuickBooks and accounting processes


  • No clear budgeting framework for different divisions


  • Limited leadership development opportunities

 

  • Undefined roles and responsibilities



  • Inefficient company-wide meetings and strategic execution



Tangible Results & Impact

inancial Clarity & Control

Cleaned up financial records, optimized QuickBooks, and established clear budgets for each business division.

Real-Time Financial Insights

Brady Barthole provides on-demand financial reporting, empowering the owner with data-driven decisions.

Operational Efficiency

Implemented Ninety.io to streamline meetings, track key metrics, and align teams with business objectives.

Stronger Leadership Pipeline

Leadership coaching is preparing internal talent for future promotions and succession planning.


Here2Elevate’s BOS-UP Solution & Implementation

Comprehensive Financial Overhaul

Conducted a 6-week financial deep dive to assess financials, streamline QuickBooks, and implement division-based budgeting.

Fractional CFO Support 

Appointed Brady Barthole as contract CFO, delivering customized financial reports, forecasting, and advisory support.

Strategic Execution System

Integrated Ninety.io software to structure company meetings, track progress, and align leadership with goals.

Leadership Development

Suzanne Hopson provided coaching and training for an internal employee preparing for promotion, strengthening leadership within the company.


Looking for similar results? Connect with Here2Elevate to elevate your business today.