Our Approach
The Brilliant CFO Approach
Building a better back office with people, process & technology
Breakthroughs in accounting technology have enabled smarter, faster, and more efficient accounting practices. At Brilliant CFO, we’ve married client-centric, technology-powered accounting processes with experienced professionals that deliver timely, reliable accounting and bookkeeping services at an affordable price.
An accounting partner you can rely on
Simple tech setup & training
We utilize cloud-based accounting technology to streamline your accounting processes. You don’t have to worry about technology setup, integrations, training, or upgrades.
One stop shop accounting team
From bookkeepers to payroll administrators to fractional CFOs, we provide you with the right accounting expertise at the right time, for your growing business.
World class data security & privacy
The security of your financial data is our top priority. From staff security training to daily data backups and encryption, you can trust us to handle your data with care.
Getting started with Brilliant CFO
Step 1. Learning about your business
We start with a discovery call to understand your business needs and the support you’re looking for. From there, we’ll put together a proposal and price quote and review it with you.
Step 2. Designing your solution
Next, we’ll recommend a technology stack that best meets your needs and design streamlined workflows that work for you and your team.
Step 3. Bringing you onboard
During the onboarding stage, we’ll set up your technology stack, document your workflow, and take care of any catch-up bookkeeping. The first two months will typically focus on training your team on using the technology and ironing out the kinks.
Step 4. Go live and ongoing delivery
Once you’re all set up and ready to go live, our accounting team will start managing your monthly work while you receive day-to-day support from your dedicated Client Success Lead.
