Frequently Asked Questions
How do we start?
We begin with a no-charge, initial meeting to discuss your company’s financial needs and concerns to determine if my services can benefit your business. This is also an opportunity for you to determine if I am a good personality fit for you and your organization. From there I will provide you with an estimate as to the time and cost of the services.
How does a Part Time/On Call arrangement work?
The concept is that your business gets access to the senior financial expertise it requires on an as needed basis; so I am there as much or as little as required and the level often changes over time. I work with you as a member of your management team in the same way an in house CFO or controller would.
How do you deal with confidentiality?
It is paramount to our successful working relationship that you feel comfortable disclosing confidential and sensitive information. Your information is treated with the utmost confidentiality. I will be happy to sign any Non-Disclosure Agreement if you would like.
Are there any system requirements?
No; whatever accounting system is currently being used by the company should be sufficient.
Do we sign a contract?
Yes. Once we agree to the nature of the relationship and the project goals, you will be presented with a draft consulting services contract. Any requested modifications are agreed upon and we both sign the contract.
If you create accounting policies, procedures or Sarbanes-Oxley process documentation, who owns the rights to the work?
The work product I create is your property, I retain no rights in your documentation.
