The Process
In order to fully understand how I can help your organization dive deep into your numbers, this is what you can expect starting with the free consultation, which concludes with the end product that I will deliver to you. The reason why I'm providing this information up front is that I'm a big proponent of transparency. I also want you to be 100% satisfied with the product and will do what I can to make that happen. I have a true passion for providing these tools to help others have a greater understanding of the numbers behind their organization.
What To Expect
Free Consultation
First we will discuss what you are looking for and how I can provide what you need.
Free Demo
After our initial discussion of what you are looking for, I will schedule a free demo via Teams to show you what the various products look like that you are looking for, and how I will customize the information from scratch to suit your organization's needs. Even if you like the working demo as is, for those that are startup companies, I will still customize it to your needs.
Information/ NDA
At the conclusion of the Free Demo, I will send out an NDA for both of us to sign to protect both of our interests. Then I'll ask you to send a general ledger "string", and/or trial balance, income statement, etc., depending on what product(s) you want, downloaded into Excel (or Comma Delimited, having the extension of *.CSV) as well as a PDF of the report(s) you will want to customize for the same financial period. This will help me understand what I am working with and how I can make it easy for you to update once we have the hand off of the product. This is key toward providing you with the proper proposal to keep things in scope as well as keep the costs of providing the models down.
Customizing / Configuration
During the process of the build out, I will be in communication, including screen shots, to ensure that I'm building the product how you envisioned it. Some models will require additional communication and input from the customer in order to fully build out correctly.
Demo of Product
Once I've completed the buildout of your product, we will have another demo via Teams where I will demonstrate how the product works. After I demonstrate how the product works, I will turn the control over to you so you can repeat what I have done, which I will walk you through, so you are comfortable navigating/updating the product. At this point, I can make minor changes during the presentation or go back to make other changes after the meeting that will require more time. Then we will repeat this step as long as it's within scope, until you are 100% satisfied with the product that I have built for you.
Guidelines Document
Next, I will prepare a Word document to go over the steps on how to populate/update the file moving forward for you to refer to.
Distribution of the Product
The final step will be sending over the finished product with the guidelines to assist you. These will be password protected to ensure another level of security. We will discuss how I will provide the password to you based on your preference.
Customer Service
I understand this will be new to you and I'm trying to make the file as user friendly as possible, however I do realize after the handoff things happen. For a period of 60 days after I provide the password to you, I will provide assistance toward fixing the issue (again, I am making this file customizable, so it leaves room for growth) in the event something is deleted or inserted by accident, or if you just have general questions about the file. I will ask that you send the most recent version of the file over to me so I can examine it. After that period, we can discuss a consulting plan if you would like to have continued guidance or additional buildout of the existing product. I will also transfer the product from my laptop to the flash drive and lock it in a waterproof and fireproof safe for the added level of security.