Build

Build is for companies that are too big for basic bookkeeping, but aren’t ready to invest in a full finance team. We'll build and run your financial operations today while creating the streamlined infrastructure that will grow with your business.

Ideal For Companies Who:

  • Generate ~$1M-$5M revenue but aren't ready for a full finance team

  • Have outgrown basic accounting but want to build strategically

  • Want to implement scalable finance and accounting infrastructure from Day 1

  • Are ready to graduate from manual processes and basic reporting / forecasting

  • Have ambitious growth plans but lack the accurate data and reporting to monitor health metrics as they grow

BGP Build Roadmap

    • 12-Month Strategic Plan with Cash Focus

    • 3-5 Core Business Drivers

    • Monthly Financial Package with Cash Forecast

    • Department-Level Budget

    • Basic Financial Metrics Tracking

    • Core Month-End Close Process Documentation

    • Basic Financial Controls

    • Weekly Task Dashboard

    • Weekly Finance Touchpoints

    • Weekly Review System

    • Basic Change Implementation Framework

    • Initial Performance Metrics

    • Resource Planning Setup

    • Core Values Documentation

    • Basic Management Tools

    • Role & Goal Framework

    • Initial Training Materials

    • Performance Standards Setting

What’s Not Included?