Our Process

HOW TO GET STARTED

Our initial consultation is crucial to developing a plan of action to ensure we provide a customized quote based on the unique needs of your business.

Initial Consultation Goal

  • Understanding Client Needs, Business Goals and Existing Financial Processes.

Tailored Client Plan (Fractional CFO, Business Consulting, Bookkeeping & Administrative)

  • Designing a Customized Plan Aligned with Client Requirements.

Implementation and Regular Updates

  • Timely and Accurate Execution of Proposed Tasks, Regular Reporting and Updates to Clients.

Continuous Improvement

  • Proactively Identifying Areas for Improvement, Implementing Best Practices and Enhancing Efficiency.

Pricing can vary widely depending on several factors. Here’s an explanation of how our services are typically priced:

Scope of Work

The complexity and volume of the tasks play a significant role in determining the price. Businesses with extensive transactions or complicated financial structures may require more time and effort.

Frequency

Some businesses require daily, weekly, or monthly services, while others may need quarterly or annual reviews. The more frequent the service, the higher the overall cost.

Type of Business

Different industries have unique financial needs. Each type of business has specific requirements that influence the pricing structure.

Software and Technology

The choice of accounting software can impact the pricing. We extend our discounted pricing for cloud-based solutions. This is a courtesy in appreciation for our clients!

Additional Services

We offer the ability to customize your experience with GPD to include Fractional CFO, Business Consulting, Bookkeeping and/or Administrative. Our teams work cohesively to be your one-stop for all of your business needs.

Experience and Expertise

With almost 20 years of extensive experience and specialized knowledge in certain industries, we ensure accurate and efficient handling of financial records, which can be invaluable to businesses.

Compliance Requirements

Businesses operating in regulated industries or dealing with complex tax laws may require meticulous bookkeeping to ensure compliance. Meeting these requirements often involves additional work.

Customization

Fractional CFO & Business Consulting projects usually involve a monthly retainer. During our initial consultation, we will discuss your needs, goals and how we can offer.