OUR PROCESS AT A GLANCE

MicroCFO™ uses a time-proven process to transform your accounting from just

another cost to a valuable tool that helps you make better business decisions.

1  INITIAL REVIEW

MicroCFO will review your company's financials, bookkeeping practices and chart of accounts, and recommend changes to improve their usability.

 

2  EXPLORING YOUR NUMBERS

We will dive into the implementation of the Initial Review recommendations advancing your company's financial sophistication.

 

3  BUILDING YOUR NUMBERS

Building a budget includes developing your business goals and expectations. MicroCFO will create your annual budget and revise it yearly.

 

MANAGING BY THE NUMBERS

Our four-step monthly process instills financial discipline providing: supervision of your month end accounting close, a detailed monthly financial review packet, a meeting each month with your management team, along with ongoing guidance to support your business growth.