Financial Data Clarity

A. Objective: Meet you where you are and determine next steps for gaining financial clarity. We provide the in-house experience virtually with various levels of expertise to support each step and journey to financial wellness.
B. Our Process:
1. Assessment performed of current books and records for best visibility, completeness and accuracy.
2. Develop a strategy for next steps, including roles/responsibilities, communication, collaboration, and information gathering.
3. Perform clean-up of prior periods, if necessary.
4. Setup periodic maintenance so your role is reader not doer.
5. Strategic planning for any future scaling and growth so you have a support system.