Discovery of current financial processes and systems. Determine client financial and operational goals. Agree to level of service and monthly fee.
Implement cloud based systems. Establish client specific performance metrics. Train management team on new processes and systems.
Provide continuous, accurate, and timely financial reporting. Review and analyze financial and operational performance with clients.
Our clients are free to call, email, text, and schedule office and virtual meetings at any point during the month. No hidden hourly billings.
Flat monthly fees that are reviewed annually, no hourly billings. Rates are agreed upon from the beginning of engagements based on level of service needed.
Blend your real-time financial information with operational data to visualize your company’s performance.
Books are maintained up to date to always know how much cash is on hand, who owes you, and who needs to be paid.
Complete transparency into income and expenses with digital document management, including proper bill approval structures.