Accounting Management Solutions

We provide strategic and advisory services to AMS, one of Massachusetts’ fastest growing companies and a leading supplier in New England and New York of accounting staffing services. Jack is a board member of AMS.

The Alliance Companies
We provide strategic planning and advisory management services to The Alliance Companies which is a recognized leader in partnership development and advisory services to the payments industry.

Armory Revival
We provide strategic planning services to this leading restoration and real estate development company focused in Providence Rhode Island.

Association of Corporate Growth
We have provided strategic coaching and facilitation services to the board of directors for the Boston Chapter of the Association of Corporate Growth and to the Global Headquarters of ACG. ACG is the premier professional organization focused on corporate growth, corporate development and mergers and acquisitions and other topics relevant to corporate growth. With 1.000 members, the Boston Chapter, where Jack Derby is Chairman is the largest of 31 ACG chapters in North America. Jack has also been a Director of the Global Headquarters

Associated Industries of Massachusetts
We provide a variety of strategic planning and sales management services to the largest nonprofit, nonpartisan association of Massachusetts employers. Jack is a Director of AIM and assisted management in creating the company’s mission which is to promote the well- being of its members and their employees and the prosperity of the Commonwealth of Massachusetts by

Boston Police Department
We provide long term strategic planning and advisory services for the senior leadership of the Boston Police Department.

Christmas in April- Boston
We have worked as strategic advisors for the directors of the Boston chapter of this national not for -profit organization, creating their first business plan and providing strategic direction. Christmas in April is Boston's largest provider of volunteer services to rehab houses for low-income families and nonprofit facilities such as schools, shelters, and daycare centers.

GreenZebra
We provided management advisory and coaching services in the areas of business planning, strategic focus, and fund-raising. GreenZebra provided green industry commercial companies with a central access point for the business tools, information, and products that they need to grow their businesses.

John Hancock
We have worked on a large number of assignments for John Hancock over the years, including strategic coaching for a number of divisional presidents and general managers, including the restructuring of several business segments. We also acted as the strategic facilitators for the strategic planning for John Hancock's Signature Services Group.

Kahn, Litwin, Renza
We have provided strategic planning and advisory merger services to this leading public accounting firm, which is the largest accounting firm in Rhode Island and one of the largest firms in New England.

Loss Prevention Inc (LPI)
We provide a variety of strategic advisory and sales management skills to this leading provider of loss prevention services to the retail industry.

Lake Sunapee Bank
We provide a variety of sales, sales management and advisory planning services to this leading New Hampshire-based regional public bank.

Massachusetts Association of Mortgage Brokers
We provided the strategic planning process for the directors of Massachusetts' leading association for mortgage brokers. Today the association has rapidly grown, is financially stable, and has been able to successfully adapt its strategies to work within a rapidly evolving Internet-driven environment of mortgage banking.

Massachusetts Bay State Skills Corporation
We assisted the senior management of this quasi-public state agency in defining its business strategies and in aligning its tactical planning. We additionally provided BSSC with Customer Voice and market research services regarding a number of its planned training programs.

Massachusetts Center of Education Training
We have provided the strategic planning for the senior management of Massachusetts' leading public agency that provides educational services to the K-12 public schools in the Commonwealth.

Massachusetts Finance Development Association
We provided the strategic planning and advisory coaching services for the senior management of the Commonwealth's largest financing agency. MassDevelopment serves the communities of the Commonwealth as their state investment bank and real estate development agency. Agency customers include manufacturers, business enterprises, health and elder care providers, and educational and cultural institutions.

Massachusetts Mortgage Brokers Association
We provide strategic planning and management advisory services for the board of the Massachusetts Mortgage Brokers Association, the state largest non-profit association of independent mortgage brokers.

Massachusetts Office of Business Development
We have provided a wide variety of strategic and training processes for the Massachusetts Office of Business Development and its quasi-public agencies that provide economic development within the Commonwealth of Massachusetts. The primary agencies with whom we have worked are:

Massachusetts Technology Development Corporation
We work as the strategic planning coaches and management advisors for the management of MTDC, a leading early stage venture capital firm that addresses the "capital gap" for start-up and expansion of early-stage technology companies operating in the Commonwealth of Massachusetts. MTDC has invested in many of the State's most promising new technology-based companies.

Massachusetts Quasi Public Planning Agency
We initiated the strategic planning process for the QPPA, which formulated many of Massachusetts' public policies on formulating decisions to support entrepreneurship in the State of Massachusetts.

MIT Enterprise Forum
We have provided strategic management and facilitation services for the MIT Enterprise Forum of Cambridge during its transition from a small association focused on event management to its evolution to the premier business association in Boston providing management services to assist the entrepreneur. Over the past 20 years, the MIT Enterprise Forum of Cambridge has assisted approximately 1,000 companies by making their business plans more attractive to financial resources, building management teams, focusing on specific markets, developing strategic alliances, and increasing profits. Jack served as a board member and as Chairman of the Forum for 12 years.

MFS
We provide a variety of sales and sales management skills and advisory services to this leading investment bank, mutual funds and investment firm.

Mirus Capital Advisors
We provide strategic planning and advisory services to Mirus, a leading mid market investment banking firm that delivers merger advisory, financings, valuation and consulting services to middle-market public and private technology and business service companies and family-owned businesses.

Product Genesis
We have provided strategic planning and management coaching services for this rapidly growing provider of industrial design and commercial product development services. Product Genesis is an award-winning supplier to a wide variety of industry leaders in the medical, telecommunications, and capital equipment markets.

Providence Chamber of Commerce
We provide a variety of services to the Chamber and to the City of Providence-all focused on building entrepreneurship and a knowledge-based economy within Rhode Island and Southeast Massachusetts. We provide the content for the Chamber’s highly successful Launchpad Series of Boot Camps and angel and venture capital-focused programs.

Rochester, New York, The Entrepreneurs’ Network
We provide a variety of services to The Entrepreneur’s Network, located in Rochester, NY and focused on building entrepreneurship in Monroe County and Upstate, New York. We provide the content for TEN’s highly successful Boot Camp Programs.

SBANE
We have provided strategic coaching and facilitation services to the board of directors and to the senior management of SBANE. The Smaller Business Association of New England is a nonprofit organization established in 1938 to promote and protect small businesses. Its 1200 member companies in six states range from sole-proprietorship service businesses and growing high technology firms to 500-employee manufacturing plants.

Trinity Communications
We provide strategic coaching and facilitation services to the senior management of this rapidly growing Integrated Marketing Communications firm. Trinity's growth is based on a new set of strategic implementation models that have resulted in highly integrated customer solutions incorporating strategic positioning, branding PR, advertising, media, and interactive components.

UHY Advisors
We are the strategic advisors for sales and marketing management to the senior leadership in the New England Region of this rapidly growing international accounting and financial services firm ranked among the top 12 firms in the United States.

>>printable version<<