Our Methodology
- Understand Your Reality
We start by learning how your business actually works. Not how it should work according to some framework, but the real day-to-day operations, cash flow patterns, and decision-making processes.
- Build Custom Framework
Based on what we learn, we develop a budget structure that fits your specific situation. Some businesses need detailed tracking, others benefit from broader categories. We adjust to what makes sense for you.
- Test and Refine
Initial systems rarely work perfectly. We run your framework for a few months, identify friction points, and make adjustments. This iteration phase is where the real value gets built.
- Transfer Knowledge
Our goal is to make ourselves less necessary over time. We teach your team how to maintain and evolve the system, so you're not dependent on consultants for basic financial management.