Our Client Partnership Journey
At Valhalla Enterprise Management, we follow a structured process to ensure you receive the highest level of service and support. Our Client Partnership Journey is designed to integrate seamlessly with your business operations, providing you with ongoing financial expertise and guidance. Here’s how we work together to achieve your business goals
Initial Consultation (Meeting with Client)
Your Role: Attend the initial meeting to discuss your business needs, objectives, and current financial situation.
Our Role: Present an overview of our services and what you can expect from our partnership. Gather initial information about your business to tailor our services effectively.
Time Estimate: This step typically takes 1-2 days.
Client Onboarding
Your Role: Provide basic information and necessary data for initial setup. This may include providing access to financial documents and systems.
Our Role: Handle the administrative setup, including gathering basic information and setting up your data in our systems. Ensure a smooth transition and a solid foundation for our ongoing work.
Time Estimate: This step generally takes 5-10 days.
Comprehensive Review and Discovery
Your Role: Collaborate with us as needed, responding to requests for additional information and clarifications.
Our Role: Conduct a detailed review of your current financial situation. This step involves extensive data gathering and analysis to identify opportunities and challenges.
Time Estimate: Depending on complexity, this step can take between 10-30 days.
Personalized Strategy Development
Your Role: Provide input and feedback during the strategy development process. Share insights on your business goals and any specific concerns.
Our Role: Develop a customized financial strategy tailored to your business. This includes recommendations for immediate improvements and long-term growth.
Time Estimate: This step typically takes 10-20 days.
Strategy Discussion (Meeting with Client)
Your Role: Attend the strategy discussion meeting to review our findings and proposed strategy. Engage in a collaborative discussion to ensure the plan aligns with your goals.
Our Role: Present our findings and proposed strategy. Address any questions or concerns you have and make necessary adjustments based on your feedback.
Time Estimate: This step generally takes 1-2 days.
Service Implementation
Your Role: Support the implementation process by providing access and information as needed. Collaborate on any required changes or adaptations.
Our Role: Execute the agreed-upon strategy, integrating our services into your regular operations. This step marks the beginning of our ongoing partnership, where we provide continuous support and adjustments as your business evolves.
Time Estimate: This step can vary widely, typically taking between 30-90 days.
Total Process Time Estimate
The entire Client Partnership Journey usually takes about 90 days. However, this can vary based on the complexity of your business needs. Simpler setups may be completed in as little as 9 days, while more complex cases could take up to 9 months.
Ongoing Services
At Valhalla Enterprise Management, our ongoing services are tailored to meet the specific needs of your business, whether you are enrolled in our Comprehensive Controller Services or our Strategic CFO Solutions. Here’s an overview of what you can expect
Comprehensive Controller Services
Expertise
Over a decade of experience in small business finance.
Monthly
Review of the client’s bookkeeping, completion of accounting, and delivery of standard financial reports (balance sheet and P&L with historical comparisons).
Quarterly
Quarter 2: Review of YTD accounting and rough projections for the year. This often includes a meeting to facilitate tax projections and adjustments to the tax plan/strategy.
Quarter 3: Review and optimize the bookkeeping/accounting system for efficiency and accuracy. This may involve a meeting with the client and/or their staff for additional training or explanation.
Quarter 4: Review accounting reports to prepare final tax projections for the year and plan for any necessary cash flow for upcoming tax obligations. Initial tax strategy for the following year is developed to start in January.
Annual Cycle
This quarterly cycle repeats annually with general consulting provided throughout the year as needed.
Strategic CFO Solutions
Expertise
Over a decade of experience in small business finance.
Monthly
In addition to standard reports, include cash flow statements, comparisons to budget and projected performance, and KPIs.
Quarterly
Quarter 2: Meeting to analyze previous year (PY) data and current year (YTD) data.
Quarter 3: Meeting to begin planning the budget for the following year.
Quarter 4: Meeting to forecast financial projections for the following year.
Meetings
Clients can typically expect 2-3 formal meetings per year, combining those required for both Controller and CFO services.
Consulting
Year-round consulting with a higher degree of involvement, providing deeper insights and strategic guidance.