Our Process
“What gets measured gets
managed.”
Designed With Key Decision Makers In Mind
Key decision makers in businesses of all sizes can benefit greatly from best-in-class operational support. We provide that support without the additional cost of a full-time employee. Our services are tailored to fit our clients’ needs, big or small.
Our Process
Deep Dive
Once you complete our confidential business evaluation, Take your financial health check-up and we’ll get to know each other and determine if partnering with us will be of value to your enterprise.
If so, we’ll dig through the books to dive into the nuts and bolts of your business. We’ll discuss where you are and where you see yourself headedwant to be. Our offerings are based on an intricate understanding of the possible options, the landmarks along the way, and the unmarked hazards that may arise.
S|A|B Framework
Based on the results of our deep dive, we’ll implement systems, build custom reporting & analysis, and provide you with a planning framework. The S | A | B framework is designed to be insightful, clear, actionable, and facilitate optimal decision making.
Our PACT of Excellence
We make a PACT to be your trusted partner, keeping the course charted in the direction of your north star. With mutual respect we ask for and provide:
PARTNERSHIP
ACCOUNTABILITY
COLLABORATION
TRANSPARENCY
Core Services We Provide
Month-end close
- Income Statement
- Balance Sheet
- Statement of Cash Flows
Customized financial reporting
- Budget development and monitoring
- Multi-division reporting
- Profit margin analysis by customer and product line
- Cash flow analysis
- Financial modeling and forecasting
Rolling Forecast
- Review of the company’s overall financial situation
- Review Balance Sheet
- Review Income Statement
- Review of Statement of Cash Flow
- Review of Key Performance Indicators (KPI’s)
Driving growth strategy
- Understand and increase business value
- Define owner goals and strategic plan
Does Your Business Need…
Virtual CFO Specialist and Partner support
Finance & Accounting (A/R & A/P) personnel coaching and executive financial leadership
Financial simplification plan and tracking
Recommended next steps to improve financial processes
Oversight of accounting and finance personnel
A dashboard system to track financial and operational K.P.I. / metrics
Benefit and insurance analysis and review
