Getting Started
After our initial conversation we construct a roadmap led by ownership, governed by quarterly Objectives and Key Results and correlated to current monthly financial reporting.
All communications in 1 secure app
Transaction Team
All client engagements begin with a Non-Disclosure Agreement, full review of financial procedures by a 3rd party AICPA firm. It is vital that all financial documents are accurate and stress tested for maximum tax efficiency.
Non-Disclosure Agreement:
Discovery:
Scoping the Engagement: Begins with the CFO sharing
Accountant Access
Samples of Monthly Managerial Reports
Proposal:
MDX Kickoff : Managed Digital Experience enhances the ease of interaction for both external and internal users, thereby increasing efficiency in the digital realm. MDX leads to a substantial 90% decrease in project-related emails, accelerates deal cycles by 4x, and ensures end-to-end data security. This also ensures group alignment with your core objectives and key results. DeFonseka possess the capability to address issues promptly and foster consensus among diverse groups of internal and external stakeholders. Our negotiation approach follows a win/win philosophy, coupled with transparent expectation management, effectively reducing conflicts and enabling everyone to collaborate towards positive outcomes.
On board client team
Setup secure workspace
Data Room: DeFonseka brings excellent leadership skills, business acumen and ability to effectively manage, lead and supervise a multidisciplinary team.
Data Driven Decision-making: Through rapid data aggregation we are able to make data-driven decisions.(Financial Modeling)
Communication: