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.