HOW IT WORKS
DISCOVERY CALL ->
This is our first 15 min call where we get to know you and your business. Call us directly or request it below. We chat about your challenges, goals and expectations. We then schedule a second proposal call.
FIRST STRATEGY CALL ->
In this one hour video call, we dive deeper into your goals and challenges and we present solutions that are tailored to your industry and business model. We look at where you stand in your Financial Success Framework. We start to think about your goal setting and the best plan for you to grow. Based on this, we then run through your proposal together, build the first version of your apps map and agree on it before we send it to you for final approval.
DAY 1 – 3
COLLECTION OF DATA
Congratulations! You are now officially on the road to creating a better business. We are excited to have you on board and to support you. We need to collect your logins and current financial data to integrate in your cloud software. You are set up on a secured platform to share your information safely. We ensure your data remains highly confidential and secure.
DAY 7
ONBOARDING CALL
We meet again to run through your logins, discuss your current processes and ensure you are all set up with your new systems. We run through your chart of accounts and ask you a first set of questions.
DAY 8 – 30
ONBOARDING PHASE
We continue to refine your accounts and systems. We ask you questions and keep an ongoing communication to ensure we set up the best and smartest foundation for your new accounting and finance function.
DAY 30
YOUR FIRST CHECK-UP CALL
We hit a first goal! You are fully onboarded and your books are now smart and ready to show you better numbers. We run through your first report and discuss what you like and don’t like about it. We discuss what’s going well and what’s going wrong and we set up your goals for the following month.
Come meet us at our monthly virtual business book club!
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