The Burkland Way
Burkland truly partners with our clients. The Burkland Way provides the tools, the process and most importantly, the financial expertise - at all levels - so startups can better understand and act on their financial data.
Preparation Stage
1. Assess Needs & Fit
- Stage
- Pain
- Industry
- Current approach to finance
- Fundraising status
2. Select Team Members
- Based on Fit
3. Onboarding
- Checklist
- Documentation Access
- Systems and needs
- Chart of accounts
Action Stage
1. Build Project List
- Short-term and long-term ToDos
- Roles and responsibilities
- Expectations
- Priorities
- KPIs and dashboard
2. Execute Project List
- Weekly communication with CEO (min.)
- On-site 2x/mo (min.)
- Monthly results pulse
- Quarterly deep dive
- Annual strategic planning
- Build and maintain Financial Model
- Communicate well with entire client team
- Monthly close
- Weekly communication while scaling
3. Feedback
- NPS every 2 quarters
- Regular client calls
4. Assess Future Needs
- From growth plan
- From Burkland playbook
- From KPIs
- From competitive landscape