Stage 1: BTQ Conducts Assessment
BTQ’s assessment will do the following:
Stage 2: BTQ Assigns Team to Client
The core BTQ client team is comprised of a team of finance professionals.
Client teams vary in size and may manage more than one client. The client stays with the same team throughout the engagement but can opt to work with a different team if desired.
Stage 3: BTQ Takes Over Operations
The client team becomes knowledgeable about all aspects and nuances of each client’s fiscal operations. They assume day-to-day oversight of finance activities like payroll, cash management, check cutting, spending down on government contracts, or audit preparation.
Principals and Client Managers participate in staff meetings, planning and budget sessions and board meetings. They provide objective analysis and detailed reporting to help executive staff make decisions.
Stage 4: BTQ Provides Weekly, Quarterly and Annual Reporting
In addition to ongoing monitoring and analysis, our most common reports include:
BTQ also customizes reports to meet specific reporting requirements requested by public and private funders.
Stage 5: BTQ Assists with Audit Preparation and Strategic Planning
BTQ is a full-service operation. We oversee the day-to-day processes and perform long-range financial planning.