Financial Services For Strategic
& Profitable Business.
OUR PROCESS
Profitability starts with planning.
Business isn't supposed to be guesswork. With the right expertise, numbers can tell you almost everything. We go full Sherlock to find you more profit. Instead of digging for clues, we're digging for dollars. And we usually find a lot of value hidden in the cracks.
Discovery & Custom Proposal Build
We want to know as much about you and your business as possible. We start simple, by talking about your business and ensuring we understand how it works in the most intricate and detailed way possible. We don't over-complicate things, but we definitely dig right in. Then we create a tailor-made proposal and scope of work that makes sense and isn't unnecessarily fluffy and expensive in all the wrong areas.
Onboarding & Implementation
This is where the fun stuff begins and we get to work! We will create a schedule that works for you and start by onboarding your business into our processes and technology. It can take 30 to 90 days to fully onboard a new client, depending on the systems and complexity of their business. We move quick, but we don't rush. When it comes to money, methodical makes everyone most comfortable!
Running Your Business
Once fully onboarded, we'll provide ongoing support and communicate regularly. With financials at your fingertips, you'll stay updated and we'll stay agile in helping you make the right decisions at the right times. Your payroll, books, and taxes can also be taken care of by our teams too. Depending on your scope of work, we may also have Fractional CFO meetings monthly to consult on bigger business decisions. We can then help create a budget & cash flow picture for all upcoming quarters & years.
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OUR PARTNERS
Check out some partners we’ve helped. We call them “SMARTners”.
