Goals: Understand your business objectives, operations, and your goals as a leader and gather data requirements.

Expectations: Initial intake will require 1-2 hour-long sessions for me to get a comprehensive picture of your business, financial status, and financial competencies.

Goals: Build custom models and repeatable processes for the business to fit its specific needs (this is my favorite part).

Expectations: The development stage is very data and business-dependent. The nuances in the business or data inefficiencies will elongate the process.

Goals: Identify key metrics in the data and create a financial narrative.

Expectations: Using models and your business knowledge, I will identify how the business is performing and where there are gaps or opportunities.

Goals: Presentation of findings with an action plan for future successes

Expectations: This will give us a chance to discuss my findings and address any actions.

Goals: Manage and maintain finances, so you can focus on your business.

Expectations: Continual management of financials and strategic advice to give you peace of mind as you operate. Using models and your business knowledge, I will identify how the business is performing and where there are gaps or opportunities.