Loading...
Our Process2018-04-10T07:19:08+00:00

OUR PROCESS

Our job is to make your job easier. It’s a partnership, and it begins by making sure we understand your business and your goals, so that we can customize the services we provide to you, and help drive you to success.

YOUR BUSINESS

We begin with a thorough interview to review your company history, financials, workflow process, and current standing.

YOUR GOALS

Next, we’ll discuss your plans for the future. What are your dreams for the business and what obstacles do you face? What is your corporate culture? What timeframes are you considering for these goals?

YOUR SOLUTION

CloudCFO will customize a service proposal that best addresses your company’s needs. After your review, we can address any concerns you have, or just jump right in and get started.

YOUR SUCCESS

CloudCFO will continually seek opportunities for improving your company’s success. Remember, this is a partnership. As your business evolves, so does our relationship.

“Brian’s professional experience has made his guidance worth more than any other relationship we have here at Traverse Partners. His selflessness and direct honesty are a refreshing approach that many professionals have abandoned. Specifically, he helped us navigate a difficult transition of ownership, provides detailed analysis of financial data, consistently exceeds our high expectations when it comes to contributing expertise for real-time strategic decisions. A true asset to our organization.”
Pete Walton, Partner / Portfolio Architect, Traverse Partners

OUR AFFILIATIONS

GET ALL OF THE BENEFITS OF AN ENTIRE ACCOUNTING DEPARTMENT WITHOUT THE OVERHEAD.

Contact Us