Engagement, optimized
Your journey with us at Executive Financial Partners 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.
Our 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
We discover problems and outline them in a report that can be used to accompany your request for our services, or be presented to another accounting firm.
Determine causality and concerns
We explore the root causes of any problem that we find so they can be effectively remedied, and work with you to spotlight pain points that you may have to deal with as your business grows. We scrutinize the financial risks inherent in the business and understand your appetite for risk to help you manage it effectively as you progress.
Develop a strategic plan and timeline
We enumerate practical actions and set realistic deadlines for taking them, and explain exactly how and why these actions are appropriate.
Execute the strategic plan
In accordance with the timeline you set, we put the plan into action, and follow it until your financial infrastructure is solidly in place.
Select ongoing advisory services
Together, we’ll choose the most effective services for optimizing your financial infrastructure, giving you the support you need to scale and thrive.
What Our Clients Say
The team at Executive Financial Partners is more than just a CPA firm they care and develop confidence in a professional relationship. We can, without reservation recommend them and their team for any financial management need you have. We 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.
