Step 1 - Initial Meeting

We start every relationship with a meeting, preferably face to face to discuss your current needs. We will ask some basic questions about how you currently handle different financial functions and who owns them. If you already have a team, we will discuss any potential gaps in the skillset of your existing staff. we will set up a follow up meeting if you are interested in continuing the discussion.

Step 2 - Assessment

The initial meeting should give us a high-level understanding of your operations, but not the details of how things are done. This is where the assessment comes in. We will review your "as is" process and systems with you. This allows us to identify gaps that may need to be addressed. For examples, we may find that your current processes and systems are creating issues in payroll or AP/AR, which could prevent your company from having clean financials.

Step 3 - Proposal

We take the information we have collected in steps 1 and 2 and we will create a proposal with detailed deliverables and timelines. We will then set up a meeting to review the proposal with you, answer any questions you may have, and make adjustments if necessary. We will make the necessary changes to the proposal and submit it back to you for a final review and approval. The work can start once a signed agreement is in place.