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Services

Let's build a plan for what's next

We’ll build a plan together — a Transformation Strategy — based on your values, your personal and business goals, and your timeline, so you can manage your organization with confidence and focus on what matters most.

Whether you want to grow strategically, bring your financial reporting up to a professional, best-in-class standard, or prepare to exit the business on your own terms, we can help.

This process starts with our Discovery Service, which produces your Transformation Strategy — a concrete roadmap to move your business or organization toward your goals.

Discovery is a standalone engagement, not a prerequisite cost you pay before the real value begins. We take a close look at your business to identify the financial and operational risks you’re carrying today — whether you’re aware of them or not — and build you a roadmap to professionalize your accounting and finance function and move toward your strategic goals.

Discovery also protects both of us. Before undertaking the difficult, complex, and potentially disruptive work of the Transform Phase, we use Discovery to confirm real alignment: your needs, budget, and timeline against our expertise, pricing, and capacity — and just as importantly, whether our values align and our teams have the working chemistry to succeed together.

The Discovery Report documents all of this and proposes the specific scope of work for the Transform Phase, so you get a concrete, actionable plan you can execute with us or take elsewhere — with full information either way.

We have two sequential Discovery Service offerings

  • Accounting Discovery: Focused solely on your accounting function and its interface with operations. We assess the risks you’re carrying today due to the current state of your accounting function. Then we propose scopes of work to reduce those risks and improve the usefulness and quality of your financial reporting.
    • Accounting Discovery Report Outline
      • Summary of Accounting Discovery activities
      • Accounting Discovery findings
      • Business risk assessment based on Accounting Discovery findings
      • Transformation Strategy
      • Next steps
  • Financial Discovery: Focused on assessing your business’s financial health and trajectory, and answering any financial questions you have.  Accounting Discovery is a prerequisite to this service, since we need to know the quality of your financial reporting before advising on financial matters.  Depending on what we find, an accounting clean-up may be needed between the two engagements before Financial Discovery can begin.  The Financial Discovery Report is a revision of the Accounting Discovery Report to include the following:
    • Financial Discovery Report Outline
      • Summary of Financial Discovery activities
      • Financial Discovery findings
      • Business risk assessment based on Financial Discovery findings
      • Recommendations
      • Next steps

Bookkeeping is the day-to-day recording of your transactions — the foundation everything else is built on. Our Controller oversees that work to keep it accurate, timely, and audit-ready. We intentionally don’t do tax preparation ourselves; instead, we work year-round as your tax preparer’s partner, implementing their recommendations and setting you up for a smooth tax season.

This service includes:

  • Regular accounting quality assurance reviews prior to financial reporting
  • Accounting Policy, Standards, and Procedures documentation support
  • Accounting cleanup support
  • Client staff education and training

“Fractional” just means part-time — you get an experienced Chief Financial Officer on your team without paying for one full-time. Your CFO makes sure your financial reports are accurate and delivered on time, explains what they actually mean, and partners with you on planning, decisions, and accountability — including telling you what you need to hear, not just what’s easy to hear. Our goal is to make you increasingly comfortable with your own numbers, so our time together gets more strategic over time and less focused on transactions.

This service includes:

  • Regular CFO review and update of your financial reporting and KPI dashboard
  • Regular CFO meetings with you to:
    • Financial Executive Summary
    • Discuss any questions or concerns
    • Review progress toward your goals
    • Set action items for the next period
  • Check-in calls between CFO meetings
  • An annual planning and budgeting meeting
  • Risk management oversight (internal controls, compliance, etc.)
  • Coordination with your other professional advisors
  • Monthly or quarterly service packages

Financial Intelligence turns your raw accounting data into clear, custom reports and a live dashboard you can actually use — not a generic export from your accounting software that takes an accountant to interpret. We build recurring financial reporting, trend analysis, and forecasting tailored to what actually matters in your business, so you can see where things are heading before problems surface, not after. Instead of staring at numbers you don’t understand, you get a clear, current picture of your business’s financial health, whenever you need it.

This service includes:

  • Custom Financial Planning & Analysis (FP&A) tool setup and maintenance
  • Regular FP&A updates
  • Historical Budget to Actual Reporting
  • Projected Forecast to Budget Reporting
  • Custom KPI Dashboard

Value Advisor draws on Certified Exit Planning Advisor (CEPA) principles to help you build a more valuable, transferable business — whether or not you’re currently planning to sell. We work with you to increase your business’s enterprise value, prepare it for an eventual change in ownership (a sale, a family transition, or an internal succession), and prepare you personally and financially for the next season of your life once that transition happens.

Even owners with no near-term exit plans benefit from this discipline: a more valuable, well-run business today is a more resilient one, whatever the future holds.

What is not having accurate financial reporting costing your business?

Take the next step toward knowing your business’s numbers and schedule an Alignment Meeting today!

Book a free Alignment Meeting today!