My Approach…

Detailed below is an outline of the standard approach I like to use when working with clients. The first stage is a no-commitment conversation to explore the benefits of working together.

Once we choose to move forward, I focus on gathering necessary information and providing the client much greater detail on process, timeline, priorities, etc.

An important step is then to ensure alignment on personal and professional goals before we move into the most critical (and extensive) phase of building out a robust and comprehensive financial function.

As each engagement is unique, we tailor this approach as needed to achieve the best results.

    • Opportunity to get to know each other

    • Discussion to understand your unique business needs

    • Provide you with detail on the services, process, cost, benefits, etc.

    • You then decide on whether there is a proper fit to move forward

    • Provide you with a detailed insight on full process plan

    • Begin the process of gathering information

    • Set the timeline and objectives

    • Establish key business priorities

    • Review existing personal/organizational goals

    • Exercise to achieve clarity on existing goals and establish new ones

    • Ensure complete alignment on personal-organizational-team goals

    • Establish timelines, targets and measures for goals

    • Establishment of a structured and robust monthly financial reporting package

    • Development of cashflow model

    • Implementation of comprehensive budgeting and forecasting process to guide the organization and ensure success

    • Strong financial controls and insight

    • Ensure complete implementation of ongoing financial review system and processes

    • Consistent cadence of monthly reporting & meetings providing you with critical insights, tools to manage better, and peace of mind that finances are well in order

    • Option to transfer ownership and management of system to in house organizational team