Our Approach

Plane Take-off in our logo illustrates “Act of Rising” and our ability to leave the ground and fly. In other words, it means Transition to next Phase. Our ability to draw from many years of industry experience allows us to make quick assessments and define clear direction—a characteristic that sets our services apart in the industry.

We approach every client's business issues as if it were our own. We believe our Services should be more than an advisor. We put ourselves in our clients' shoes, align our focus and approach in line with client’s objectives. We specialize in providing clients with a hands-on Management Consulting approach that produces actionable strategies and practical solutions.

Our approach is based on the belief that meaningful and sustainable results can only be achieved when there is a clear understanding of the problem. We partner at various levels of your organization, ensuring that we are working together to solve for the right business challenge. From C-suite consulting and thought leadership partnership on strategy, to hands-on work with functional teams for tactical implementation, we are committed to working with your organization to lay a solid foundation for the change process.

After we have worked with you to identify the root cause of the problem, our focus moves to the development of an actionable project plan, including the detailed mapping of timelines, tasks and milestones. Project tracking brings added value to the process by quickly identifying and resolving roadblocks, as well as ensuring that your project is successfully completed on time and on budget.

Each of our engagements is led and performed by senior-level consultants – many with 20-25 years of industry experience – allowing you to communicate with our team on a peer-to-peer level. By tapping into a broad network of experienced senior executives, we are uniquely positioned to bring best of the class talent to your specific problems and challenges.

At CFO Desk, our entire consulting approach is grounded in successful project resolution and client satisfaction as our primary goal. Our team serve as authentic partners, passionate about understanding the right problems, and providing right solutions that bring sustainable and valuable results to our clients.

Our Step-by Step process is outlined below:

1. Initial Meeting:

The initial meeting is in essence a 'get to know you' session for both you and us.

During the course of this meeting we provide an overview of our Service and detail the journey we would take together as Adviser and Client; one that may concievably last for many years to come. You allow us to gain an understanding of your most pressing issues and your experiences in managing your finances and challenges to date

2. Dialogue:

We first develop a good understanding of the business, its opportunities and challenges and the direction in which you would like to take it forward.

After this meeting we will write to you outlining our understanding of your financial and other challenges, your advice requirements, issues that you wish to emphasize, and an estimate of the cost for our services.

Further refining of our understanding, your requirements and the scope of the advice takes place until you are comfortable with, and sign off on, the engagement parameters for the advice that we will create for you.

3. Working on Strategic Advice:

We are now ready to work together. Our strategic advice to you is in many ways a financial navigation chart, as there are many courses that may take you to your intended destination. Our task is to map out these possible routes, point out the underlying risks, give you our recommended course of action and the reasons why we believe it to be optimal.

We will prepare a document that details your relevant circumstances, desired outcomes, tolerance level for next course of action, and provide our recommendations for how to move forward from where you are to where you wish to be, within your desired timeframe and acceptable risk parameters. We will present it to you, along with our reasoning for why the chosen course of action was the one recommended.

4. Implementing and Focusing on Results:

Implementation occurs only after you are satisfied with all the major aspects of the strategic advice prepared for you. Upon your acceptance of the final advice, we move to implement the strategy or strategies as agreed upon.

Good strategic advice is not fixed and unchanging. It is a fluid and continuous process that adjusts to the prevailing economic, legislative and business conditions of the day and your changing life circumstances to deliver solutions that are relevant, easily implemented and continue to give you the best and optimal results