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Our Process

Ready to start the conversation?  Our process begins with an introductory call and complimentary assessment to develop a custom solution for your growing business. Contact us to get started.  

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Introductory Meeting
  • 30 Minutes
  • About Us
  • About You
  • Your Pain Points
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Assess
  • 2 Hours
  • Understand Your Accounting Ecosystem
  • Analyze the Current State of your Books
  • Identify Areas of Opportunity
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Implement
  • Cleanup and Correct
  • Recommend Additional Tools
  • Develop Processes and Best Practices
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Maintain
  • Financial Reports
  • Variance Analysis
  • Cash Management
  • KPI Monitoring
  • Forecasting
  • Annual Planning