"We now have the financial understanding we need to make better business decisions. We use this data to make decisions moving forward. There are things I'm losing sleep over, and my books aren't one of them. I feel like we're safe and in control."
How does it work?
1. Learning about your business
Get started with a kickoff meeting with your delivery team to knowledge share so we're up to speed on your systems and current accounting processes.
2. Transition of weekly accounting
Within one week of your kickoff meeting we're taking over the weekly accounting needs.
3. Month-end accounting items
We cover and learn about all month end reporting requirements. Your delivery team documents all accounting processes so you have an immediate value-add. Onboarding normally wraps up within 6 weeks total.
4. Advanced accounting services
If you opt into our CFO add-on, this is where we identify growth drivers and tackle special projects.