Process

Our process starts with onboarding

Our team works hard during onboarding to get caught up to speed with your existing processes. We review your books, we build a forecasting model and a set of KPIs, and we do an audit of your financial statements/chart of accounts to make sure we’re all on the same page and getting started on the right foot.

Note: Due to increased man-hours those first few weeks, our published fees are 2X during each level’s respective on-boarding period.

How the engagement continues after onboarding!

One of the keys to success is getting into a rhythm with the team. The Virtual CFO relationship works best if we are part of your weekly leadership team meeting. We often provide a 15-minute cash update or set aside time to chat about the company’s finances. Joining these regular meetings with your company leaders also gives us a good understanding of your company, your culture, and helps us stay up-to-date on current events. After an initial onboarding period, a typical month might include: a Revenue Meeting in week 1, a Forecasting Meeting in week 2 where we go over the YTD financials and KPIs, Cash Flow review in week 3, and Follow-Up Projects in week 4. Every company is different, many companies prefer a weekly update on all topics, Revenue, Forecasting, Cash Flow, and special projects. We have many different options available. Remember we are Your CFO.

Want to speak to a fractional CFO?

Contact us to see if your business would benefit from our CFO services.