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From Transactions to Insights. Your End-to-End Solution.

Your path to financial structure and stability

You do not need to climb alone. HighRidge CFO is your partner for the next chapter in your business evolution.

Our journey together begins with you sharing insights into your businesses and visions. Afterall, that is what it is all about. The numbers mean nothing alone.

A Structured Approach from Day One

Step 1: An Introductory Call
  • Schedule an introductory call
  • We get to know about your business and finance needs
  • You get to know more about the HighRidge approach
  • We sign an NDA and receive access to your financial information
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Step 2: Financial Discovery Call
  • We provide an overview of the takeaways of the first financial review
  • We ask questions to gain a better understanding of the financial flows and transactions
  • You provide insights into your business transactions and processes
  • You have the opportunity to ask any follow-up questions
Accountant
Step 3: Proposal Delivery
  • We deliver a service proposal based on the findings from the discovery call
  • The proposal provides you with options for service levels
  • The proposal includes projected timing and costs for any initial clean-up
Accountant
Step 4: Onboarding & Baseline
  • Integrate you into QuickBooks Online (if applicable) or clean-up the existing file
  • Develop the processes and structure that will support timely and accurate reporting
  • Deliver the first set of up-to-date management reports that will support ongoing analysis
  • Build understanding of what is important to your business over the next 12-months
  • Review the business cash position along with a 30-day outlook Identify any other immediate risks or concerns
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Step 5: The First 90-Day Cycle
First Two Weeks: Setting a Baseline
  • Review of historical financials and business performance
  • Establish key business drivers and metrics
  • Implementing Weekly Flash Report
  • Kick-off Bi-Weekly Check-In Calls
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First Thirty Days: Initial Targets and Review Process
  • Develop a budget for the rest of the current fiscal year
  • Rolling-out a 13-week cash forecast process
  • Kick-off Monthly Business Review call
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First Sixty Days: Refinements and Recommendations
  • Continue with meeting and reporting cadence
  • Refine reporting and analytics to support business needs
  • Present initial recommendations for financial improvement
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First Ninety Days: First Forecast Update
  • Continue with meeting and reporting cadence
  • Roll-out Quarterly Forecast process
  • Hold a 90-Day Feedback Review call
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Step 6 - Adjust and Continue
  • Continue the process of plan, do, check, act
  • Remember, financial strategy is not a one-time event.  It must be lived
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So, do you still think you can manage your business financial strategy alone?

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