How Engagements Work
Every business is different, and financial challenges rarely look exactly the same from one company to another. Engagements are designed around your specific situation — not a rigid formula.
That said, the process of getting started is straightforward.
Step 1 - A Conversation
Everything begins with a simple conversation. This is free and there's no obligation.
During this call, I'll ask you to tell me about your business — how it operates, how it's structured, and what's keeping you up at night financially. I'll ask questions about your accounting software, your internal staff, and how financial information currently flows through the business.
The goal is to understand your situation well enough to know whether I can help — and if so, where the most valuable starting point might be. I'll also walk you through the different levels of support I offer so you can get a sense of what an engagement might look like.
If it doesn't seem like the right fit, you'll still walk away with a clearer perspective on the financial side of your business.
Step 2 - A Look at the Numbers
If we both see potential in working together, the next step is for you to share some financial information — recent financial statements, internal reports, or whatever you currently use to track performance.
This gives me a much clearer picture of where things stand. It also helps me understand whether your existing systems and reporting can support the kind of work we'd be doing together, or whether that's something we'd need to address early on.
I'm not looking for perfection here. I'm looking for enough visibility to prepare a thoughtful proposal.
Step 3 - A Proposal
Based on our conversation and my review of your financials, I'll put together a proposal outlining what I recommend, what's included, and how the engagement would be structured.
If your situation calls for it, I may present options — different levels of involvement depending on how much support makes sense for where your business is right now.
Engagements are structured as a monthly retainer, so you know exactly what to expect each month.
Step 4 - We Get to Work
Once you approve the proposal, I get started. In the early weeks, I'm focused on developing a thorough understanding of your business — the financial drivers, the reporting, the key relationships between the numbers. This foundation is what allows me to provide useful insight rather than generic advice.
From there, the engagement settles into a rhythm. Most clients meet with me monthly for a financial review, and I stay engaged with your numbers between meetings — preparing analysis, updating forecasts, or working through specific questions as they come up.
What Ongoing Engagements Look Like
Once the engagement is underway, here's what you can typically expect:
Monthly financial review meetings — scheduled, prepared, and focused on the things that matter to your business.
Written financial analysis before each meeting — so our time together is spent on discussion and decisions, not walking through numbers cold.
Ongoing availability between meetings — when a financial question comes up or a decision needs input, I'm accessible.
Deliverables tailored to your needs — depending on the engagement, this might include cash flow forecasts, budgets, KPI dashboards, scenario models, or ad hoc analysis on specific decisions.
Engagements Can Evolve Over Time
Your business won't look the same in twelve months as it does today. Engagements are designed to adapt.
Some clients start with a focused need — improving cash flow visibility, building a budget, or cleaning up internal reporting — and later expand into broader financial planning or strategic support. Others start with a comprehensive engagement from day one.
There's no lock-in. The scope can adjust as your needs change.
How Meetings Work
Most meetings are conducted virtually, which keeps things efficient and easy to schedule. In-person meetings can be arranged when it makes sense.
Start the Conversation
The first step is simply a call. No preparation needed on your end — just be ready to talk about your business.