Our Process

“What gets measured gets

Our Process

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:






Core Services We Provide

Month-end close

Production of monthly financial statements with analysis and perspective, including:
  • 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

A review of business goals, strategic plan, SWOT analysis