what’s the process?
Once you give us a call, with our free 1 hour consultation, we will chat and learn about where you are and what gaps you see. We will then draft a plan of attack and an estimated timetable to achieve the plan. If we both agree that Syncopated Synergy’s consultant would be great asset to your business, we will agree on an hourly or flat rate, and get a contract signed. From that point you will meet with one of our consultants so they can best understand your situation in more detail in what we call the “Discovery Phase”. Our Statement of Work will outline the plan of attack moving forward.
Now you can take a breath.
when do you know if you need us?
COst
Your revenue and cost structure can’t afford a full time CFO or Controller. You want to have someone on staff that has a knack for strategy and implementation or can get your books closed monthly but you’re not ready to hire someone permanently full-time.
Tech Stack Issue
You found a need for an ERP software and Netsuite matches that void. You realize your accounting systems are antiquated. Or you are unsure. You need someone to make recommendations and/or implement the software and be available for questions and training.
growth
You just received a round of funding and are able to hire/expand your team. You are ready to hire a bunch of new team members and need to get them set up on new computers and give them access to an IT professional or you need help getting that cluster of hiring done.
accounting
You need some help in the interim due to a recent resignation and no time to fill the seat in time to get the books closed. Maybe things are a mess and you need your numbers to work for you, not against you.
Culture
Teams are in place and you are rock’n’rollin. You now need an employee handbook and want to start building or expanding on your company culture. Training your hiring manager to ask the right questions during interviews to ensure a company fit.
more capital or acquisition
For growth to happen and for your company to reach its potential, you need to obtain capital. Right now there is no one on your team that knows where to start. Or maybe you are ready for acquisition and you need things like a dataroom and M&A advise.