A structured engagement, designed to build momentum from day one.
A virtual CFO onboarding process should be clear, calm and predictable. Ours is four steps: discovery, diagnostic, onboarding, partnership. Most clients see their first board-grade report within 30 days.
Our four-step engagement
| Step | What happens | Timing |
|---|---|---|
| 01 · Discovery | A 30-minute call with Ramy. We understand your business, pain points and what good looks like 12 months out. | Complimentary · 30 min |
| 02 · Diagnostic | We review your accounts, reporting, tax position and systems. You receive a written diagnostic with prioritised recommendations. | Week 1 – 2 |
| 03 · Onboarding | We configure reporting, forecasting and close-cycle infrastructure. Your team is introduced to your dedicated Client Partner. | Week 2 – 4 |
| 04 · Partnership | Monthly board packs, quarterly strategy reviews, and always-on advice. Your CFO is a phone call away, not a retainer request. | Month 2+ |
What you will see in the first 30 days
- A written financial diagnostic with specific, prioritised recommendations
- Your first board-grade monthly report
- A 13-week rolling cash-flow forecast
- A clean, documented chart of accounts and reporting hierarchy
- Direct-dial access to Ramy for ad-hoc questions
Questions people usually ask first.
Most clients are fully onboarded within 30 days. By day 14 you have a written diagnostic; by day 30 you have your first board-grade report and a 13-week cash-flow forecast.
Yes. Ramy is your principal point of contact from the first discovery call through every month of the engagement. A Client Partner supports execution, but strategic conversations happen directly with Ramy.
Three things: niche depth (schools, NFPs, construction, medical, childcare), a credential stack most competitors cannot match (three Fellow-level memberships plus Registered Tax Agent), and direct access to a senior principal from discovery call through every board pack.
Ready to put a senior CFO at your board table?
30-minute free consultation with Ramy Hanna. You’ll leave with two concrete ideas — whether you engage us or not.