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

CFO Services

  • 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

Accounting Services

  • 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