Engagement, optimized
Your journey with EFP begins with a methodical engagement process designed to identify your needs and to give you an inside look at who we are and how we work.
Our discovery process is a two-way street. When we get your request for information, we set up a complimentary introductory call with Sandy Petty, our founder, to learn what you do, what you hope for, and what you expect in a great working partnership.
If you agree, we’ll perform a paid diagnostic review of your business and books. When that’s done, we meet with you to go over our
findings, and present a comprehensive, detailed written report. We’ll explain every aspect of the report – including how and why we arrive at our conclusions – without confusing jargon or buzzwords.
From there, we’ll help you build a resilient financial infrastructure designed to take your business from underperforming to optimal.
Infrastructure matters
The success of any business requires a strong and nimble financial infrastructure. Carefully constructed guardrails keep your business in compliance and are the basis for setting the necessary internal controls and processes to maintain your financial health in any market condition.
Our multi-step assessment of your financial condition is the template for that critical foundation.
The result: real time financial information that enables you to forecast with ease, accuracy, and clarity, keeping you focused on your goals.
The EFP Signature Process
Our multi-step assessment of your financial condition is the template for that critical foundation. The result: real time financial information that enables you to forecast with ease, accuracy, and clarity, keeping you focused on your goals.
Diagnose issues
Determine causality and concerns
Develop a strategic plan and timeline
Execute the strategic plan
Select ongoing advisory services
What Our Clients Say
The team at EFP are more than just a CPA firm they care and develop a confidence in a professional relationship. We can, without reservation recommend EFP and their team for any financial management need you have are will be happy to speak to you directly regarding our experience.
Asa, Crossville
So one of the things that most impressed me about working with executive financial partners and with Sandy was that she is a badass woman. She is an example of the type of woman leader, working entrepreneur, self-employed businesswoman that I want to surround myself with.
Marissa F.
The team at EFP are more than just a CPA firm they care and develop a confidence in a professional relationship. We can, without reservation recommend EFP and their team for any financial management need you have are will be happy to speak to you directly regarding our experience.
Asa, Crossville
So one of the things that most impressed me about working with executive financial partners and with Sandy was that she is a badass woman. She is an example of the type of woman leader, working entrepreneur, self-employed businesswoman that I want to surround myself with.
Marissa F.
Schedule a Free Consultation with EFP
Your complimentary introductory consultation begins when you complete this form.
