Methodology

Our service methodology involves an early assessment of a new client's business and business practices using a thoughtful approach tailored specifically to the client and the likely nature of the engagement.

Our Service Methodology

1. Perform a needs assessment by examining the following:

• What is the status of the leadership of the financial department? Review qualifications, experience, time with client.
• Explore relationship with lender or other funding source.
• How confident is management with information generated by its financial and other business systems?
• How timely is financial information generated and released to managers?.
• What is the status of the business' cash flow cycle? How predictable is the business' cash flow?
• Has the company historically had significant adjustments made to its financial statements?
• Does the business have a budgeting process? How does the budget link to the business' strategic operating plan?

2. Make recommendation of a proposed service program

3. Develop and communicate service program

4. Implement service program

5. Manage services rendered to client. Regularly communicate progress and challenges to client.