On-Site Financial Accelerating Growth With Management Outsourcing

On-Site Financial is an accounting and finance outsourcing firm providing clients with professional level talent for projects, direct placement, and contract staffing. Based in Portland, Oregon, the company has grown steadily over the last 9 years, winning several local and national growth awards in the process.

“Our company has successfully pursued an organic growth model, and avoided raising outside capital,” comments Hank Heath, founder and CEO. “To compete against much larger and better capitalized national firms, we outsource several functions that bigger companies have in-house, and focus our resources on core business operations. During the past 18 months, we’ve drawn on Cube Management’s expertise to meet a variety of needs.”

Cube Management has provided a full spectrum of sales and marketing services that have helped On-Site Financial to continue growing, and to manage their expansion into providing a full spectrum of recruiting services for clients. Cube’s experts have provided critical support to the following initiatives:

  • Developing a new strategic sales & marketing plan
  • Refreshing the company’s messaging and positioning
  • Revamping On-Site Financial’s website, collateral and advertising
  • Fine-tuning and monitoring the company’s sales processes
  • Laying the groundwork for a new CRM system to improve On-Site Financial’s workflow

In addition to project work, On-Site Financial relies on Cube Management for ongoing sales management, coaching and team building support. This has led to the development of a sales performance management system, improved accountability, and hiring of new sales talent.

“Cube Management provides us with first-class strategic sales and marketing leadership on a fractional basis–and at much lower cost than hiring a full-time executive. Outsourcing this work to Cube allows us to focus more of our resources on front-line sales producers, while making sure they are well managed. We’re very pleased with the results that Cube has delivered, and our progress is clearly illustrated by our growth,” says Heath. “2004 was another great year for us, and we’re very confident that we will continue the trend in 2005!”

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