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Your Path to Financial Stability Starts Here

At HighRidge CFO, we turn your financial data into actionable insights, helping you build a stable foundation for growth.

You don’t have to navigate this journey alone—our structured approach ensures you have the support and expertise you need every step of the way.

Our Proven Process

Step 1: Introductory Call
  • Schedule a free introductory call
  • Learn about the HighRidge approach while we get to know your business and financial needs
  • Sign an NDA and provide access to your financial information
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Step 2: Financial Discovery Call
  • Review initial financial takeaways from our first analysis
  • Discuss financial flows, transactions, and processes
  • Ask and answer follow-up questions to ensure clarity and alignment
Accountant
Step 3: Proposal Delivery
  • Receive a tailored service proposal based on the discovery call
  • Choose from options for service levels and pricing
  • Understand projected timing and costs for any initial clean-up
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Step 4: Onboarding & Baseline
  • Integrate or clean up your QuickBooks Online file (if applicable)
  • Develop processes for timely, accurate reporting
  • Deliver your first set of management reports to support analysis
  • Identify immediate risks and review your cash position with a 30-day outlook
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Step 5: The First 90-Days
Weeks 1-2: Setting a Baseline
  • Review historical financials and establish key business drivers and metrics
  • Implement Weekly Flash Reports and Bi-Weekly Check-In Calls
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First 30 Days: Initial Targets
  • Develop a budget for the current fiscal year
  • Launch the 13-week cash forecast process
  • Begin Monthly Business Review Calls
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First 60 Days: Refinements​
  • Refine reporting and analytics to align with business needs
  • Present initial recommendations for financial improvement
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First 90 Days: Forecasting
  • Introduce Quarterly Forecast Updates
  • Hold a 90-Day Feedback Review call to assess progress and plan next steps
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Step 6 - Continuous Financial Strategy
  • Continue the cycle of planning, acting, reviewing, and refining
  • Remember, financial strategy isn't a one-time event.  It's an ongoing journey
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Get Started Today

Ready to transform your financial strategy? Let’s start building the foundation for your business’s success.

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