Make better financial decisions with our In-Person or Virtual services
We’ll sign an NDA and request some financial documents to assess where you’re at & what our engagement would look like.
We’ll do a video call to walk you through the assessment findings and our recommended course of action.
A video meeting with our team and your team to get introduced, review the Engagement Letter priorities and address any logistical, technical and scheduling questions.
We begin working through the Engagement Letter priorities on a regular cadence.
Next, we’ll transition to “Ongoing CFO Support”: