Virtual CFO services, EOS integrator and advisory solutions

Acceler8 Partners’ 4-Step Virtual CFO Process for Strategic Growth

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Step 1: Discovery and Alignment

We begin with a 45-minute discovery call to understand your business, key pain points, and immediate opportunities for impact.

During this step, we:

Assess your current challenges and objectives.

Identify areas where our expertise can provide immediate value.

Lay the groundwork for a tailored plan of action.

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Step 2: 90-Day Sprint with Big Rocks

Our initial three-month engagement is focused on delivering quick wins and setting a strong foundation for long-term success.

This includes:

Defining key initiatives and deliverables to address immediate pain points.

Conducting EOS meetings with LT team.

Monthly finance meeting with recommendations

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Step 3: Quarterly Planning

Every quarter, we conduct a quarterly planning day to align your team on major goals and define clear actions.

This includes:

Refining your EOS Vision for 1 year goals.

Tracking outcomes through updated dashboards and KPIs.

Support the selection of 90 day sprint goals at company & staff level.

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Step 4: Annual Planning & Strategy

Our annual planning session takes a deep dive into your business’s long-term vision and strategy.

During this we:

Establish annual priorities and big rocks aligned with your goals.

Update your EOS business plan to reflect market changes and opportunities.

Create long term company-wide goals.