Our Process
Clarity from the start. Confidence moving forward.
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We don’t just jump in and start pushing numbers around. Our 4-step process is designed to give you structure, insight, and a financial support system that actually works — right from the start.
1
Blueprint Meeting (Initial Consultation)
We kick things off with a conversation about your business goals, challenges, and current structure. This is where we start sketching out what you’re building — and what financial tools you’ll need to get there.
2
Site Walk & Scope (Discovery)
Next, we dig into your current systems, reports, and workflows. We identify gaps, clarify needs, and finalize the scope. This phase gives us the full picture so we can plan the right build.
3
Foundation Build (System Setup or Remodel)
Here’s where the real work begins. Whether we’re starting fresh or remodeling your existing setup, we lay the groundwork for clean books, solid reporting, and powerful financial tools.
4
Ongoing Crew Support (Recurring Work)
Once the foundation is set, we stay on the job with monthly support — including forecasting, job costing, cash flow tracking, and financial guidance to help you keep building with confidence.
Ready to get your financial systems working as hard as you do? Whether you’re just starting to organize your back office or looking to level up your reporting and cash flow, we’re here to help. Let’s talk about what’s next for your business.