our process
We believe in prioritizing fit, strong client relationships, and excellence in all we do. As a result, we have found the below process to suit us best in ensuring that we can do our best work for your business or start-up.
assess
Before we begin our work together, Curran & Associates invites all future clients to first fill out an online questionnaire which serves as a launchpad for both parties to gauge fit and mutual compatibility.
explore
After our first flurry of communications (questionnaire & response emails), we’ll schedule a Discovery Meeting with you to jumpstart our conversation and potential advisory partnership.
During our Discovery Meeting we’ll identify money-saving opportunities, financial pain points, ways to best leverage time and organizational resources, and strategies to level-up your overall accounting picture.
synthesize
After our Discovery Meeting, we’ll draft a proposal outlining the scope of work and proactive financial strategy that we believe best suits your needs and goals.
Our proposals often include a schedule of pre-planned strategy meetings, a time chart for project execution, and a comprehensive look ahead for the next calendar year.
By planning ahead, we believe we can best serve our clients in a way that not only meets their needs but actualizes the goals of their business.
begin
After agreeing to our year ahead, we begin our on-boarding process! Curran & Associates will provide engagement letters, access to our online vault, and begin the data collection and organization process.
From here, we begin what we expect to be a fruitful financial journey for all.
thrive
With our year-ahead plan in place, strategic meetings scheduled, and clear workflow planning, we’ve stepped into our framework of systematic excellence to manage irregular events as they may occur and ensure your business’s fiscal growth in the years ahead.