Your Financial Blueprint: Our Process Explained
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With Saavi Solutions by your side, you can expect more than just financial management. We are committed to building enduring partnerships, offering personalized support, and helping you navigate the ever-evolving business landscape.
Together, we will build beyond the bottom line, creating a legacy of success that extends far beyond financial achievements.
Unveiling our method behind your financial success
At Saavi Solutions, we pride ourselves on a comprehensive and collaborative approach to financial management. We follow a systematic process that begins with understanding your unique business needs, creating personalized strategies, implementing them effectively, and providing consistent support.
pre-consultation:
Step 1: Book a call
Book a call & make sure to check your email after scheduling the call to complete the intake form.
Step 2: Discovery Call
Review Business Operations during our Consultation.
Our entire relationship will be based on trust, so before we take on any clients we start things off with a quick chat. This gives us a chance to get to know each other and really understand your needs and goals.
It’s important that we have honest conversations so we know we are a good fit.
Step 3: Make It Official
Sign Contract & Pay Deposit.
If we decide we want to work together, I’ll send you a proposal and service agreement for your review. Once you’ve signed and paid we can rock & roll.
post-consultation:
Step 4: Onboarding
During onboarding, you’ll get our client handbook and onboarding tasks so we can get all the data we need and ensure our relationship is set up for success.
Step 5: & Kick Off
This is when we get all your systems connected, get access to the platforms we need, and make sure your payment processors are all set up.
Step 6: Bookkeeping Handled
Every month you’ll get all your business accounts recorded & reconciled in your accounting software.
You’ll receive easy-to-understand breakdowns of your financials so you can pivot or invest where you need to.
