Financial Discovery Retreat
Spend the day (10AM to 3PM) in our office where we will delve into your accounting system side-by-side and begin the discovery process.
- Pre-retreat exercises and checklist so we can jump right in
- Login to your accounting system and review current system setup and reports
- Define system goals, strengths, weaknesses
- Drill down into each line item in your Financial Reports to assess cleanup required
- On-site “Mentoring Lunch” with our leadership team to learn about your vision and goals and share our insights and suggestions
- Prepare list of action items and next steps
- One hour of post-retreat support (via email, phone or in-person)
Confidence that you are on top of your organization’s finances and clarity on steps needed to update and optimize your financial systems.