Initial Consultation

The Initial Consultation is for the purpose of establishing a good fit between the prospective client’s needs and Greenstone Financial Reporting services.  The meeting lasts for about one hour and is free of charge.

The meeting begins with the signing of a Non Disclosure Agreement (“NDA”), the purpose of which is to protect the confidentiality of the prospective client’s sensitive and proprietary business information.  This NDA remains in force for the entire duration of every client relationship.

The meeting consists of a series of questions that we ask to assess the fit between the client’s needs and our financial reporting services.  For us, assessing “fit” boils down to identifying ways that Greenstone Financial Reporting can promote a client’s success.  Topics covered include the client’s business objectives, size, structure, existing financial management methodologies and reporting systems, accounting personnel and software and fee ranges for our services.

If a good fit is established, then we move forward to Design services.

To find out how Greenstone Financial Reporting can help your business to achieve higher performance by managing with more financial sophistication, please Contact Us to schedule a free Initial Consultation meeting.