Financial Analyst

We will replace your analyst at no charge until you are satisfied. You can change analyst at any time.

Your financial analyst can manage your calendar, appointments, and email. They can post on social media, book travel arrangements, coordinate between clients and/or team members, and do any other repetitive tasks.

You will have one dedicated financial analyst that we match you with based on your needs, industry, personality and working style. You will have a direct line of communication with your analyst.

Your Client Success Consultant will be there to help. You’ll work together to find a new match and keep your downtime to a minimum. If there are any minor hiccups, we will address them and find a solution.

That will be between you and your new analyst. If there are times you know are slower, then let your financial analyst know that would be a good time for time off. Commit to over-communicate with each other so work can be done ahead of time and productivity doesn’t lapse.

All our contractors sign a Confidentiality Agreement to protect you and your business. If you would like any additional contracts, then we can discuss that. We highly recommend strong passwords and using a password manager to keep your accounts secure.

We get it. Handing over the decision on who will work with you is a tough one. But what we also know after helping people just like you is that you don’t have time to devote to screening and setting up interviews. We have a customized system to match you to someone equipped to handle everything you need accomplished.

Yes, we’ll provide you guidelines for maximizing your analyst and having a successful working relationship. You can also contact our Client Success team at any time to support you.

The financial analyst can “ebb and flow” your hours throughout the month. We just shoot to come in at the contracted amount at the end of the month. If they go over, we simply bill the extra hours, but they do not roll over to the next month. We track and report on those during onboarding to make sure you are at a good amount of hours for the work needed.

You’re right – it happens! We know it’s a possibility that you’ll get to the place in your business where you want to expand your team, and we love nothing more than knowing we helped you find your first (or second or fifth) hire. Contact our Client Success team for details.