The Financial Margin Process
Our proven three-pillar methodology Audit, Automate, Augment transforms your financial operations from the ground up. They are not one-time deliverables, but rather function as ongoing rhythms that reinforce one another to create clarity, structure, and better decisions over time.
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Systems, processes and cash flow
Health
Operational health analysis
Growth
Strategic planning and goals
Value
Sustainable business value
Our Value Pyramid Process
Each phase builds on the last from establishing a solid financial foundation, to improving operational health, driving growth, and ultimately creating sustainable, transferable business value.
Understand What Is Actually Happening
We continually evaluate your data, systems, and processes to identify gaps, inefficiencies, and opportunities. Complete and reliable information is necessary to strategize effectively, and our ongoing focus on understanding what is actually happening within your business allows you to make decisions on reality, not assumptions.
This ongoing diagnostic work surfaces what is actually driving results and helps highlight where issues need to be addressed before they compound.
Our Annual CFO Review Cycle provides insight into the financial and operational stability of every area of your business from vendors and cost structures, to risk, to tax strategy and more on a monthly basis we dive deep into what is actually happening within your business to ensure you are able to have full confidence in your financial operations.
What We Are Evaluating
- Financial performance across key statements
- Cash flow timing and consistency
- Reporting accuracy and data reliability
- Internal controls and exposure
- Banking and capital structure
- Risk and coverage
Build the Financial System
We build and refine the system behind your finances structured reporting, forecasting models, KPI tracking, and standardized processes that make your financial data consistent and usable.
We replace fragile processes and unclear reporting with a repeatable, scalable, and trustworthy system that supports ongoing decision-making.
What We Are Improving
- Reporting structure and Chart of Accounts
- Month-end close process and data validation
- Budgeting and financial planning systems
- Alignment of financial data across systems
- Design of financial reports for clarity and decision-making
- Structuring data to support ongoing KPI reporting
Ongoing Financial Leadership
We use your financial data, KPIs, and forecasts to provide strategic guidance and support your planning. We help move your financial reporting from just tracking what happened in the past to a tool that helps shape the future of your business.
From monthly strategy calls to real-time decision support, your CFO is always accessible when you need them.
What We Are Driving
- KPI tracking aligned to business goals
- Forward-looking forecasting and planning
- Strategic financial decision support
- Scenario modeling for key business decisions
- Maintaining focus on the most important financial priorities
- Ensuring financial decisions support long-term objectives
The First 90 Days
Our onboarding process applies each pillar in sequence to establish accurate data, build reliable systems, and transition into a consistent financial operating rhythm.
Audit
We establish financial clarity by analyzing performance, systems, and goals to identify what needs to change.
- Financial Health Audit Report
- Initial CFO Financial Report
- 13-week cash flow forecast
Automate
We build or refine the financial structure and processes required for consistent, reliable reporting.
- Chart of Accounts Optimization
- Month-end close critical checklist
- 90-day budget alignment
Augment
We turn financial data into decision tools and transition into ongoing CFO-level support.
- Final CFO Financial Report
- Custom KPI tracking
- 6-Quarter forecast with scenario planning
The Monthly CFO Rhythm
After onboarding, every client operates within a consistent monthly cadence designed to maintain clarity, update forecasts, and drive decisions forward.
Updated CFO Financial Report
Complete monthly financial reporting with insights and analysis.
Two Scheduled Meetings
Dedicated time with your CFO each month for review and strategy.
Forecast Updates and Scenario Planning
Keep your projections current and test key decisions before you make them.
Ongoing CFO Access
Direct access to your CFO for decision-making support between meetings.
In parallel, your business is guided through our Annual CFO Review Cycle. Each month, this structured approach focuses on a key financial area such as tax strategy, cost structure, or budgeting. This ensures every part of the business is consistently evaluated and improved over the course of the year.
The Monthly Rhythm
We follow a consistent monthly rhythm to ensure you receive the right information, guidance, and support at the right time.
Close and Prepare
Finalize the previous month financials and ensure all reporting is accurate and complete. This establishes the foundation for meaningful analysis.
Review Performance
Analyze financial results, KPIs, and trends. During the Financial Review Call, we walk through performance, review forecasts, and align on key insights.
Plan and Advise
Deliver the month Annual CFO Review Cycle focus and provide strategic recommendations aligning on priorities, refining forecasts, and establishing next steps.
Ready to See What Financial Clarity Looks Like?
Book a free introductory call to discuss your business and see if we are the right fit.
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