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Like you, we are very process-driven. The relationship works best if we are part of your weekly director 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 directors also gives us a good understanding of your company and culture, and helps us stay up-to-date on current events. After an initial on-boarding period, here's what a typical month could look like:

  • WEEK ONE - Invoicing meeting
  • WEEK TWO - Books are closed + Forecasting meeting + Financials/KPIs
  • WEEK THREE - Follow-up projects
  • WEEK FOUR - Follow-up projects

We are always available anytime during the month for questions, calls, and impromptu meetings. We find that this schedule works best for most clients, but it is definitely tailored to fit each client. Also, if we are paying bills as part of the engagement, we will meet weekly for about 15-30 minutes to go over cash flow for the next two to six weeks. This is generally conducted with an individual team member, not the entire director team.