A Financial Re-Engineering Project builds an 📝Integrated Financial Model (IFM) with the goal of helping founders and owners make their business work for them, starting from basic accounting and extending to quarterly board-style reviews.
The project begins with basic accounting and is delivered by the team at One Financial, formerly known as 📝BrightZen.
Make financial reporting functional
- Implement efficient ongoing accounting process
- Implement robust and efficient financial planning process
- Develop financial plans
- Implement Objectives and Key Results Process
Implement quarterly “board meetings”
- Approve budget
- Review financial performance
- Review departmental plans against quarterly Objectives and Key Results
- Evaluate and discuss valuation & long term business scenarios
- Evaluate and agree on strategic alternatives