How it works
A straightforward process.
Engagements start with a conversation, not a long onboarding project.
- 01
Introductory Call
We learn about your business, goals, current financial process, and the decisions you are trying to make.
- 02
Financial Review
We review your existing financial information and learn how your business actually operates, including customers, services, labor, projects, locations, and cash-flow timing. From there, we identify the reporting and forecasting that will be most useful to management.
- 03
Implementation & Support
We build the reporting and planning process your business needs and help maintain it over time.
Engagements can be structured as focused financial projects or ongoing monthly support.
Working together
What working together looks like
Arbor is an addition to your finance function, not a replacement for it.
Arbor works with your existing accounting team and uses the financial information your business already produces. Your bookkeeper, accountant, or controller continues to own the books.
From there, Arbor builds the reporting, forecasting, and analysis layer on top: explaining results, projecting what is ahead, and translating the numbers into decisions management can act on.
Get a clearer view of your business.
Start with a short conversation about where your business stands and what you are trying to improve.