OUR ACCOUNTING PROCESS
OUR ACCOUNTING PROCESS:
BECOMING PART OF OUR TEAM
We dedicate staff to your account and setup standing meetings to communicate with you regularly. We listen, responding to your inquiries in a timely, thoughtful way.
We know that business owners are not accountants. We’re here to educate and advise, explaining things in a way that makes sense to non-financial professionals. We communicate with you using the latest tools: Zoom calls, email and our internal workflow system where we log all our activities.
As a certified CFO, I bring a robust blend of expertise and accreditation to the table, ensuring that my strategic financial management not only aligns with industry best practices but also drives substantial value and innovation in the services sector. My certification is a testament to my commitment to excellence and my capability to navigate complex financial landscapes effectively, making me a trusted advisor in your journey towards greater profitability and business success.
PROCESS DRIVEN
To provide outstanding customer service, we are a process-driven organization. We have our own internal workflow management system to measure and continuously improve our services to you.
SecureCFO brings its process-oriented approach to your company, deploying financial best practices that are trainable and repeatable so they can scale with your growth.
CLOUD TECHNOLOGY
Modern financial systems are On the internet. So are we. We communicate and inform through data and technology.
Our software platform is designed to provide you the financial information you need, when you need it in a form simple and easy to understand. You shouldn’t have to work too hard to understand your company’s financial performance. Our approach to provide you dashboards and reporting on demand to always keep you informed.
IF WE SEE SOMETHING, WE'LL SAY SOMETHING
Throughout the course of our work we may come across opportunities to
save time or money. If we spot something, we’ll let you know.
We like to quantify our recommendations with data so you can evaluate
the possible return on investment of our recommendation. Our Virtual CFO
subscription comes with an additional strategic component where we will
work proactively with you to build your company’s valuation.
