Process
We offer Fractional CFO and A La Carte Services
Our Process
Quick Initial Consultation
We will conduct a quick initial consultation to assess the needs of your business or a specific project you may be working on.
Quote and Timeline
We will narrow and nail down the scope of the project and provide a quote and timeline of the engagement, whether one-time or recurring
Approval & Work Will Begin Immediately
You will approve the plan of action and work will begin immediately; you will now be a valued business partner to SVBIS.
Data Gathering
We will obtain the required data we need to complete our deliverable:
Your point person will either provide us with the data extracts we require
OR
We can access your system(s) remotely to obtain what is required (great for the novice user and/or recurring engagements)
Updates
For projects with timelines greater than 2 weeks, updates will be provided regularly to confirm alignment on final deliverable
Final Deliverable
Final deliverable is provided to our valued partner (that’s you) with discussion of how to use model and/or interpret the analysis/results.