Process
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How We Do It
The New Way to Manage Your Money
Handing over your books can be scary, especially if you’ve been DIYing it until now.
We know you’ve been bootstrapping your spreadsheets and systems and doing the best you can. We’re here to take the pressure off, not add to it. So don’t worry if everything isn’t picture perfect.
Once you sign on for fractional CFO services, we’ll get everything in tip-top shape. But first we need to get to know your business.
Here’s what you can expect in our first few weeks together:
Our team will look over your past books, we’ll do a complete audit of your financial statements and create some initial forecasting and a set of KPIs.
Moving forward, we’ll join your weekly executive meetings to provide briefs to the rest of your company and make sure the finances are working in concert with everything else.
Once we have a good picture of the overall financial health of your business, we drill down into invoicing. We’ll look at what you owe, who owes you and develop a system for reliably sending and receiving payments.
We’ll get to work on any gaps or areas of opportunity we discover during our acquaintance period. Our team of knowledgeable tax and accounting professionals will put their experience and expertise to work to complete special projects that will strengthen your business.
Of course, we’ll keep you updated every step of the way with dedicated weekly meetings and on-demand support whenever you need it.
