Our Process · Working With Us
How It Works
At Executive Allies, we don't do one-size-fits-all accounting. Every business we work with is at a different stage, has different needs, and requires a different level of support. That's why we built our services around a customizable subscription model that grows with your business, instead of locking you into a rigid package that may not fit.
Here's what working with us actually looks like.
Step 01
We Get to Know Your Business
Every engagement starts with a conversation. We take the time to understand where your business is right now, where you want it to go, and what's getting in the way. From there, we identify the level of support that makes the most sense for your size, stage, and goals.
We serve businesses across a wide range of revenue levels and industries, and we tailor every engagement accordingly.
Step 02
We Build Your Service Package
Based on that initial conversation, we put together a subscription package that covers exactly what you need. No paying for services you don't use, and no gaps in coverage either.
Our service tiers are built around three levels of support:
Level 01
Financial Guidance
Best for businesses with $1 to $3 million in revenue that are poised for growth. At this level, we take the day-to-day accounting completely off your plate: paying bills, invoicing customers, running payroll, managing cash, and handling month-end closing and financial statements. We also make sure you understand the numbers, not just receive them.
Level 02
Controller Services
Best for businesses with $2 to $20 million in revenue and around 10 to 40 employees that need an accounting leader overseeing their monthly financial close. In addition to month-end close oversight, we provide cash flow management and an 8 to 12 week rolling forecast. At monthly meetings, we review your prior month financials, your cash flow forecast, and strategize for the month ahead.
Level 03
Fractional CFO
Best for businesses generating more than $15 million in revenue, companies in a rapid growth phase, or businesses preparing for a significant financial event. At this level, we become part of your leadership team, attending key investor and director meetings, providing weekly data analysis, and offering strategic guidance on the decisions that shape the future of your business.
Step 03
You Get a Dedicated Point of Contact
From day one, you'll have a designated point of contact who knows your business and is accountable for your engagement. You're never passed around or left wondering who to call. And when that person is out, our team-based coverage model ensures someone is always available for you.
Step 04
We Work on a Monthly Subscription
All of our engagements are month-to-month. No long-term contracts, no surprise invoices, and no hourly billing. You know exactly what you're getting and what you're paying for, every single month.
Your subscription can be adjusted as your business grows or your needs change. If you need more support, we scale up. If your situation shifts, we adjust accordingly.
Step 05
We Meet Regularly and Stay Proactive
We don't disappear between close cycles. Every client has regularly scheduled meetings built into their engagement so you always know where your finances stand. We come prepared with your financials, your cash flow forecast, and anything else you need to make good decisions for the month ahead.
We also speak up when we see something worth addressing, whether that's an opportunity, a risk, or a process that could be running more efficiently. That's what it means to have a true financial ally.
Beyond Transactional
What Makes This Different
Most outsourced accounting relationships are transactional. You send documents, someone processes them, and you get a report at the end of the month. At Executive Allies, the relationship goes deeper than that.
We take ownership of your entire accounting function from beginning to end. We treat your business the way we'd treat our own. And we're committed to making sure you not only have accurate financial information, but a real understanding of what it means and how to use it.
Ready to Get Started?
Ready to Get Started?
If you're ready to hand off your accounting to a team that will see it through completely, we'd love to connect. Executive Allies serves businesses across Boise, Eagle, Meridian, Nampa, and the greater Treasure Valley.