Our Process
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Your first consultation is free, and includes meeting to discuss your goals, challenges, and opportunities. After the meeting, financial statements are submitted and an initial financial review is conducted. Your data is safe with us, as we offer a secure online portal for you to send your information.
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Based on our initial review, we present your personalized package. We outline the terms of services so you know what your package will include and what your investment will be. We prefer to offer packages and avoid charging an hourly rate so that you know how much you are going to pay before we start working together.
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Depending on the package you select, we will complete the following:
- Financial Analysis
- Strategic Plan
- Enterprise Analysis
- Farm & Ranch Consultation
All at your preferred frequency. -
At this meeting we will review the materials in your package, answer questions, and set new goals. This typically takes place within two to four weeks of package completion.
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Every client relationship is different. Some clients request ongoing services, where we serve as a part-time CFO. Others ask to meet and review their financials on a quarterly, semi-annual, or annual basis.
There is no one-size-fits-all; we customize our services to meet each client’s individual needs and maximize their return on investment.
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Services Disclaimer – all packages and services described on this page are for informational purposes only. The services do not constitute an offer to perform financial services. The service, scope and complexity of a package may change at any time and or/may be declined at any time. The only way to engage Creekside Analysis Ltd. and its financial consultants is to speak to a consultant and sign an engagement letter with the company. Please contact us if you have any questions.