It’s a 3-month sprint. And then, maintenance.

Week 1

Give us your tired, poor, and huddled masses of… spreadsheets.

Many business owners are insecure about sharing the tools they use to run their business. Especially to a finance person. But they’re valuable, and we almost always use them together.

During the first week of engagement, we ratchet up on the analysis we did pre-engagement. We swap questions with spreadsheets, getting access to and an understanding of the technology environments beyond QBO.

Month 1

We address your key issue with all of our focus. By the end of the first month, we have a complete understanding of the current state of the business, how we got here, and what’s required to move forward.

Months 2 & 3

This is execution time. We need to start making moves so that the changes can start cycling through the business as quickly as possible.

Ongoing

Now that the business is on the path to meet our standards, we install the systems, cadences and processes that ensure we execute on that expectation.

This means:

• Monthly financial reporting analysis
• Operational KPI performance
• Balance sheet maintenance
• Growth trajectory monitoring
• Decision making guidance and collaboration

Cadence

Months 1–3

• 2 calls per month, plus the time required to support the business

Months 4–12+

• 1 call per month, plus text/Slack access and additional meetings as needed