What We Do
Build and implement a financial management system (dashboards, reports, budgeting framework, KPI tracking)
Lead the budgeting and KPI-setting process annually
Collaborate with the client’s team — do NOT replace the bookkeeper or fully “run” the accounting function
Review and check the numbers monthly for material accuracy
Lead monthly financial performance reviews (actual vs plan)
Monitor KPIs throughout the year
Keep the client accountable to the system they’ve installed
Teaches and guides the client’s internal team (especially the bookkeeper) on how to work within the system
