Our Process
Our process is entirely customizable to your business, but we do tend to follow a broad strategy. The first month will involve assessing the current state of financials, carrying out any necessary clean up – bookkeeping, systems, data tracking, etc, and then planning a customized strategy for your needs and next steps.
In the following months, we will focus on management and looking forward. This involves maintaining financials and product/customer level data and building necessary forward looking tools such as projections or customer/product analysis models, as well as defining, measuring, and strategizing on KPIs for the business. We will then interpret this data to help make strategic managerial decisions, acting as the outsourced CFO and data consultant for the company, and of course, we are always available for general strategic guidance and deep level interpretation of data insights.
Expertise At All Levels
Financial Expertise
Analytical Expertise
Strategic Expertise
