The process

How an engagement begins.

1

Diagnostic

Finance health check. Understand where you stand.

2

SOP Alignment

Data migration, process mapping, gap identification.

3

Control Framework

MIS setup, internal controls, reporting rhythm.

4

Monthly Close

Books closed, reports delivered, compliance tracked.

5

Strategic Reviews

Ongoing advisory, course corrections, growth planning.

First 90 days

What the first three months look like.

Month 1: Foundation

Assessment and onboarding. System access, baseline reporting, data review. We learn your business before we change anything.

Month 2: Build

SOP implementation, first monthly close cycle, MIS framework delivery. The reporting rhythm starts here.

Month 3: Stabilize

Operations stabilized. First strategic review. Course correction based on what the data shows. The system is running.

Engagement models

Four ways to work with us.

How the working rhythm operates.

Dedicated finance manager or team assigned to your account. Weekly or monthly review cadence, your choice. SLA and escalation matrix. Direct leadership access for strategic matters. Secure data protocols and confidentiality standards.

Tools we work with: Tally, SAP, Oracle, Excel, Power BI, Google Workspace, GreyTHR, Zoho Payroll, Keka. We work on your existing systems or help you set up new ones.

The mySmartVFO team collaborating with a client

Start with a conversation, not a commitment.

Book a free 30-minute diagnostic session. We'll help you figure out what your business actually needs.

Book a Free Consultation