Numera's Virtual CFO Process Service Delivery Flowchart:$1.$ Client Onboarding Schedule a consultation with the client to better understand business needs.$$ Sign documentation including a service agreement and NDA. $2.$ Financial Assessment Collect and review financial documents. Analyze the businesses$$ financial health and identify areas and processes that can be improved. $3.$ Strategic Planning Develop financial strategies that are personalized to the business goals. Establish short term $($few months and quarters$)$ and long term financial goals $(2-5$ years$).4.$ Implementation Integrate a suite of financial tools and software for bookkeeping, financial analysis, and financial planning.$$ Execute financial strategies and establish monitoring systems.$5.$ Ongoing Support Conduct frequent financial analysis and reporting.$$ Continuously refine and support the existing strategy. $6.$ Customer Service Provide support for client inquiries and issues.$$ Conduct client satisfaction surveys and receive feedback. $$ Startup Expenses Breakdown Category Estimated Cost $($USD$)$ Legal & Administrative Business registration $$300$ Legal consultations $$1,000$ Technology & Tools Accounting software $$1,200$ CRM systems $$800$ Website development $$2,500$ Marketing & Branding Logo and branding design $$1,000$ Initial marketing campaign $$3,000$ Operational Costs Office supplies $$500$ Insurance $($first year$)$ $$1,500$ Personnel Initial hiring and training $$4,000$ Miscellaneous Contingency fund $$2,000$ Total Estimated Costs $$17,800$

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