EOS Inspired Financial Management
Empowering Your Leadership Team so
Your Business Works for You
We Run on EOS®. Vision, People, Data, Issues, Process, and Traction are not just words to us, it is how we conduct business. We are EOS® Fans!
Full disclosure. Synergy Solutions are not EOS® Implementers, however, we are passionate supporters of the EOS® methodology. Having worked with many organizations that have implemented EOS®, we have created financial management practices that line up with this approach. We would encourage all businesses to have properly implemented EOS® either through an Implementer or through Self Implementation via Basecamp Training and be very familiar with the Traction Library as you look to align your financial management with this methodology.
Whether you are curious, self-implementing, or a seasoned practitioner, our Team is well-versed in implementing financial management into EOS® organizations!
Services Offered
As your Financial Management Expert, we can help you with your journey. Here is how::
- Develop a Plan for Aligning Financial Management with your EOS® organization
- Establish proven tools
- Join Your Existing Team as a EOS® Inspired CFO
- Provide Support and Guidance for Business Operations
- Facilitate All Meetings
- Implement the Plan and Track Progress with Scorecard Metrics
Why Choose Us
Whether you are self-implementing or want some help, we have you covered. Yes, we have the expertise and experience, but most importantly we align with your company culture.
No matter what, we’re here to perfect your financial management, so you can focus on growing your business with confidence.
How We Work
Our process is designed to support or guide you in your Financial Management journey. Here’s how we partner with you:
- Initial Consultation: We begin by understanding your needs and determine if we are a fit. We look for several things: Are we a cultural fit and can we serve your needs?
- Plan of Action: We ensure we are on the same path and execute the action plan.
- Team Integration: Ensuring a cultural fit, our team seamlessly integrates with yours to ensure a holistic approach.
- Commitment to Success: We live in the 90-day world. We live and build Financial Management goals, overcome issues, and continue to build traction throughout our engagement.
Financial Clarity
Make informed decisions from a clear financial picture
Save Time
Delegate your bookkeeping to us and free up your time to focus on core business activities.
Reduce Costs
Our services are a cost-effective alternative to in-house accounting, reducing your need for additional staff and resources.
Grow Confidently
As your business evolves, our services scale with you, ensuring you have the right financial support at every stage of your growth.
Mitigate Risks
With our vigilant oversight, reduce the risk of errors, fraud, and financial mismanagement.
Now is the time to implement Financial Management in your EOS® organization and unleash your organization’s full potential. Let’s embark on this transformative journey together and create a future filled with growth, prosperity, and achievement.