Our Process

Specializing in Business Systems and Personal Finance

Home Our Process


Entrepreneurs, Educators and most of us in general that have solutions, processes and objectives that we’re passionate about sometimes go on to create services, products and advocacy around them. Being an excellent teacher or product developer doesn’t guarantee success at effectively managing business processes, however. This is where Bali Business Management comes in.

Our Process

"Having a successful business involves more than having a product or service in high demand. Effective business planning and processes are the foundation that supports the business that supports the product."

At Bali Business Management we understand how frustrating it is for entrepreneurs and service providers who’ve already spent significant time and resources bringing products and services to market suddenly being¬† forced to now learn and implement business process and planning.

Driving the need to implement effective planning, documentation and analysis often is the need to meet regulatory obligations. While this can seem intimidating with knowledgeable assistance business owners can meet these requirements with ease.

Management Services & Business Process Support

Whether tasked to manage your business directly or providing technical consulting and capacity building, Bali Business Management has a range of services to take your business to the next level.

Custom Consulting & Implementation

Every business has its own culture and challenges. We find solutions that complement the leadership while meeting unique regulatory challenges.


The first phase of our process is a thorough assessment of what’s needed to help you meet your objectives regulatory and otherwise.


Chances are you already have quite a few things you’ve got right. Our goal isn’t to fix what already works but identify areas for improvement and design linkages to what works.

Systems Implementation

In the final phase we design a digital approach that seamlessly achieves your financial and regulatory objectives.

Certified for Tax and IRS Representation

When dealing with tax disputes and resolution, having a partner present who can advise and represent you is paramount to success. Bali Business Management, is that partner.

Financial Technical Support

Most starting a new business know their product but experience a skills gap in managing finances, marketing, personnel and other aspects of business process. We not only provide the means to fill that gap but also provide the training and mentoring needed to enable confident effective leadership and decision making.

The Bali Business Management Process

Our Mission and Vision

Taking business to the next level by enabling managers and entrepreneurs to bridge the gap between product expertise and business process mastery. This sets the stage for managing with confidence and its what we do.

Let Our Experience Be Your Guide

With over 30 years managing other businesses and business process, we’ve identified several of the most common pitfalls of those just starting out. Addressing trouble spots is a good start but our passion is in the transference of business intelligence and capability.

Have tax Issues? Need a second opinion or
to be Represented with the IRS!

We're qualified to explain Tax Law and Represent You or Your Business
with the IRS.

Competent Experience
Unparalleled Professionalism

Knowing procedures and forms is only part of the business process puzzle. Tone, demeanor and modality also come into play strengthening teams and partnerships.

Effective decision making conveys professionalism and strengthens positive uptake of habits that work. We encourage this, live this and model this. The saving grace of many businesses often comes down to relationship building and maintenance and this is a core focus of the Bali Business Management process.