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Our Process

We bring a 21st-century approach to Finance and Accounting, enabling your company to scale its business without scaling overhead.

1. START

To learn how Series Next Solutions’ services will get you out of the Finance Seat, we start with a scoping call to deliver a proposal that fits your needs.  We will:

  • Familiarize ourselves with your company and industry. Identify Accounting and Finance pain points.
  • Review your trailing Income Statement, trailing Balance Sheet, and 90 day general ledger.
  • Deliver our proposal detailing how we will set up accounting processes, building financial projections, and establishing a regular Pulse Meeting cadence - with the goal of getting you out of the Finance seat!
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2. ACCELERATE

The scoping process determines immediate needs unique to your workflow and desired state. This work is designed to immediately improve accounting process pain points and set up key accounting and finance processes.

  • Establish SNS Accounting Program.
  • Update key processes to handle suitable scale.
  • Build 36-month rolling projections.
  • Establish key measurables [KPI] tracking.
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3. RUN

Your fCFO executes our Financial Pulse cycle, keeping you clear on your financial status and future. 

  • Conduct monthly Pulse Meeting explaining "why" of results and what they mean for the future.
  • Update projections quarterly with client to stay current.
  • Oversee month-end close and own accounting policies.
  • Keep management informed of any accounting issues and solutions.
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Ready to scale?

Are you interested in learning more about how Series Next Solutions can support your growth? Let’s start a conversation today!

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We get business owners out of the Finance seat by using data-driven Finance and Accounting solutions to achieve more with less.

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