Build

Build is for companies that are too big for basic bookkeeping, but aren’t ready to invest in finance leadership. 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?