Kickoff Phase

  • Review historical accounting data and P&L to identify key profitability drivers
  • Analyze current accounting reports -> Balance Sheet / Income Statement / Cashflow Statement
  • Organize strategic chart of accounts to optimize tracking and enable accurate metrics
  • Understand business motivations and define ideal business
  • Review Lean Planning Dashboard & Understand Key Business Metrics & KPIs
  • Determine business reporting needs and delivery preferences
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