Transform Your Practice, Simplify Your Life™

Transform Your Practice, Simplify Your Life™

We view our relationship with our clients as a journey. We have a systematic approach to developing our understanding of your business and how our services will best fit with your goals. As a part of your team, we will help you realize your business goals.  We will simplify your life by managing the accounting details, so you can spend more time enhancing your business.

Active listening

We actively listen to understand your vision and learn the intricacies of your organization. Through our expertise, gained through working with businesses, we will offer new ideas to improve processes, focus on specialties, and expand geographically.

Objective perspective

Our experience working with many types of businesses—at different stages of maturity—gives us perspective to help you evaluate the challenges and opportunities of your goals for the business.

Plans for action

As we develop your plan for the future, we’ll help you define action plans. With regular reviews of progress against the plan—monitoring financial and operational metrics—you can achieve the business of your dreams sooner than you may think.

Get your free

Financial Performance Analysis

Receive a detailed report on risks, metrics, and how-to guidance. Report covers liquidity, profits & profit margins, assets, employees, and more.

How We Work:

The Virtual CFO Process

The Virtual CFP Process

Step 1

Discovery

Step 2

Assessment

Step 3

Planning

Step 4

Implementation

  • Introductory Meeting
    Discuss your needs, our services and determine if there is a good fit for us to move forward.

  • Business Process Analysis
    Objectively evaluate your current business procedures and recommend how to streamline your employees’ processes

  • Create an accounting manual
    Including the chart of accounts, transactional procedures, and best practice recommendations

  • Identify Goals
    Clearly define and document your vision for the business.

  • Evaluate Current Situation
    Compare of the current state of your business with your goals and objectives and chart a course of action

  • Determine Needs
    Outline and prioritize the action items to achieve the goals you’ve set for your business

  • Set up accounting system
    Transition your current accounting system to our advanced accounting software platform. Utilize reports and dashboards to actively monitor and analyze your results.

  • Initiate new technology
    Leveraging our knowledge of the latest business management tools, we will provide expert guidance to modernize your practice’s operations.

  • Introduce new processes
    We will provide employee training to help your employees master the new systems and processes.

How We Work:

The Virtual CFO Process

The Virtual CFP Process

Steps 1 & 2

Discovery & Assessment

  • Introductory Meeting
    Discuss your needs, our services and determine if there is a good fit for us to move forward.

  • Business Process Analysis
    Objectively evaluate your current business procedures and recommend how to streamline your employees’ processes

  • Create an accounting manual
    Including the chart of accounts, transactional procedures, and best practice recommendations

Step 3

Planning

  • Identify Goals
    Clearly define and document your vision for the business.

  • Evaluate Current Situation
    Compare of the current state of your business with your goals and objectives and chart a course of action

  • Determine Needs
    Outline and prioritize the action items to achieve the goals you’ve set for your business

Step 4

Implementation

  • Set up accounting system
    Transition your current accounting system to our advanced accounting software platform. Utilize reports and dashboards to actively monitor and analyze your results.

  • Initiate new technology
    Leveraging our knowledge of the latest business management tools, we will provide expert guidance to modernize your practice’s operations.

  • Introduce new processes
    We will provide employee training to help your employees master the new systems and processes.

On-Going Services

  • Regular meetings with advisor
    We will meet with you to review progress, identify problem areas, and celebrate successes to continuously improve your business.

  • Planning sessions
    As your business develops and expands, we will meet to identify your next milestones and the tasks needed to achieve them.

  • Manage financial relationships
    We can help you manage relationships with insurance agents, bankers, 401K administrators, and HR consultants.

  • Financial analysis
    With accurate, centralized data, you can analyze your business from different perspectives to identify problem areas as well as opportunities.

  • Budgeting/Forecasting
    Forecasts and budgets will be continuously updated to reflect current conditions. Regular reviews during advisor meetings will give you clear insight into results and next actions.

  • Financial reporting and dashboards
    Through reports and dashboards, you will have relevant, easy-to-understand timely financial information at your fingertips.