How it Works: Bookkeeping/Outsource CFO Services
Step 1: Schedule a Discovery Call
Get questions Answered and Get a Quote
On the call I’ll ask some questions, and you can ask as well.
We’ll also talk price and our next steps if you decide to move forward and become a client.
Step 2: Kickoff Call
Review and Sign Onboarding Documents
If you decide to move forward and become a client we'll schedule a kick off call
On the call, we’ll discuss onboarding documents and the next steps to start on setting up and improving the flow of your accounting system.
Step 3: Accounting System Setup/Streamlining
We'll Get Your Accounting System on the Path to Peak Efficiency
Once we start setting up and/or streamlining your current accounting system I will have some questions for you that can be answered or discussed over email.
We’ll email back and forth to with the goal of having you receive your first financial report ASAP.
Step 4: First Financial Report
We'll Send Your First Financial Report and Review it With You
After receiving your first financial report, we’ll schedule a call to review it. I will answer questions, and we’ll talk about ways to improve the report to make sure you're seeing the data you need to make the best decisions for your company.
On the call we'll also discuss your budget goals and budget information you would like to see in your reports every month.
Step 5: The Monthly Routine
The monthly routine varies from client to client; however, most of them for bookkeeping/outsource CFO services look something like this:
First few days of a month: I’ll send an email asking questions about transactions your business made (during the previous month) that need more information. I will also let you know if there were transactions that did not reconcile.
After your response, I will make the needed changes to your books.
After your books have been fully caught up through the end of the previous month, you will receive a customized financial report.
I encourage my clients to hop on a call with me once a month or once a quarter to discuss their reports and their business strategy. This helps answer any questions that arise and makes sure my clients have a clear vision of the financial future of their company.