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.

Retreat includes:

  • 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)



The Result:

Confidence that you are on top of your organization’s finances and clarity on steps needed to update and optimize your financial systems.