How I Work

What Happens First

What Happens After

  • Fill out intake form

    • Let’s make sure you’re a fit for my services and get some information about you!

  • Schedule onboarding call

    • We will jump on a virtual call and discuss your business, what areas you’re looking to focus on, and your current pain points.

  • Data collection and documentation

    • The boring but necessary stuff like obtaining prior year financial statements and tax returns, organizational documents, etc.

  • Integration with systems

    • I connect to your accounting software and ERP systems to start pulling current data

  • Customized Financial Roadmap

    • You will receive a tailored financial strategy focused on the goals of your franchise business that will guide you to success.

  • Seamless Data Integration

    • I provide an advanced financial data strategy that is aimed at unlocking deeper financial insights beyond your standard financial reports so that you can make informed decisions about your franchises.

  • Transparent Communication

    • My promise to you is regular and timely updates about your franchise business so that you’re informed about your business and have peace of mind about its financials.

  • Proactive Guidance and Support

    • I continuously monitor the financial health of your business, ensuring you stay on track with your franchise business’s goals and addressing any hurdles before they become issues.