Goals during assessment period are as follows:  

• Determine scope of clean-up effort needed to get things on track 
• Determination of systems or procedures that will be required to implement to achieve goals with cost analysis
• Determination of procedures, tasks and resources needed to sustain the plan
• Determine how to provide financials tools and reporting that can be used to understand financial health
• Determine how to ensure record keeping is in place for accurate financial statements to be provided for tax planning and reporting​

First Let's

ASSESS

The first step to determine what needs to be done

Now let's WORK

CLEAN

The scope will depend on how messy things have become

IT'S UP TO US

EASE

Monthly review and check up to make sure things are on track ​