Success depends on preparation
Our three-step approach for success.
01
Discovery
From our very first interaction we aim to learn about your business, goals and challenges. From there, we will work with you to craft an accounting plan tailored to your business that is scalable and produces high-quality reporting outputs.
Engagement Letter
Introductory Call
Co-Create Project Scope
"Traction's proactive approach and their suggestions for improving our financial processes have been invaluable as we continue to grow."
-Valor Lea, Chief Operating Officer @ Wander + Ivy
02
Onboard Project
During your onboard project, we will implement the co-created accounting plan from our Discovery phase. Onboard outcomes include new tools / technology, documented processes, improved controls and precise financial reporting so you can make managerial decisions and communicate effectively to your board and investors.
Set Up Support Tools
Update Financials
Establish & Document Processes
"Traction's support isn't just accounting; it's a strategic partnership. They understand our vision and have helped us navigate the complexities of the industry."
-Jim McKenney, CEO @ Highwing
03
Monthly Support
After your Onboard project is complete, we will serve as your trusted partner handling the numbers, freeing you up to advance your business. Monthly, we handle the essentials like accounts payable and reconciliations, all the way through to more complex tasks such as revenue recognition and technical accounting. We deliver timely and accurate financial reporting and analysis.
As your business evolves, we will proactively suggest and implement improvement initiatives, ensuring your accounting keeps pace. Consider us an extension of your team, committed to making a lasting impact and supporting you every step of the way.
On-Call Support
Execute Close & Generate Reporting
Provide Insight & Analysis