This is how onboarding works
1. Implementation
Day 1 – Together, we identify your most important KPIs and drivers and optimize investor communication for a higher valuation.
Day 2 – Within 24 hours, you will receive a personalized proposal, including a detailed explanation of all recommended actions.
Days 3–9 – We analyze and connect your data sources through our platform and set up all relevant data streams for your business.
Day 10 – You will get access to your Data Studio. Our finance experts will explain how to interpret and use the Data Studio and which KPIs are most important for you at this point.
2. Ongoing service and sparring
Ongoing – Our team prepares a monthly financial update based on a defined process, using your accounting data and additional data sources such as CRM or ERP systems in your Data Studio.
Monthly or bi-weekly – After the setup, your dedicated finance expert will meet with you regularly in a 60-minute video call to discuss your current financial situation and provide practical feedback on your key KPIs.
As needed – Whenever a financial challenge arises between your regular CFO sessions, we are here to help. We provide conceptual support and adapt your Data Studio to reflect strategic changes.