What Happens When You Start Working With Apel?
Starting a new relationship with a financial advisor shouldn't feel like signing up for another complicated process.
We start by understanding your business, your goals, and where you need the most help. From there, we identify the right opportunities and build a plan around what makes sense for you.
Business strategy. Tax planning. Financial clarity. One connected approach.
Book Your CFO Kickoff Call
We'll start with a conversation about your business, where you are today, and where you want to go.
We'll talk through:
Your biggest business and financial challenges
What you're currently doing for bookkeeping, accounting, and tax
Your goals for the business and your personal financial future
Areas where you feel like you're missing opportunities
What kind of support would be most valuable to you
You don't need to have everything organized before we talk. That's part of what we're here to help with.
How We Help
Nothing needs to be perfect.
If you have recent financial statements, tax returns, budgets, or other financial information available, they're helpful. But the first conversation is primarily about understanding you, your business, and what you're trying to accomplish.
We'll let you know what information we need as we move forward.
You don't need to solve the financial puzzle before calling us. We just need to start looking at the pieces together.
Get a Plan Built Around Your Business
After we understand your situation, we'll identify the areas where Apel can provide the most value.
Depending on your needs, that might include:
Fractional CFO support
Business strategy and financial planning
Proactive tax planning
Financial reporting and analysis
Cash flow planning
Business or ownership transition planning
Coordination between your business and personal financial goals
We'll walk you through the options, explain what each includes, and help you understand what makes sense for your situation.
No cookie-cutter package. No unnecessary services. Just a plan built around what you actually need.
Put The Plan to Work
Once we've agreed on the right approach, we'll get you onboarded and establish the systems, reporting, and communication rhythm needed to move forward.
You'll know:
What we're working on
What information we need from you
What meetings and check-ins look like
What deliverables you'll receive
What decisions or opportunities need your attention
And as your business changes, the plan can change with it.
The goal isn't just to create a plan. It's to give you an ongoing financial partner who helps you use it.
What Your First 90 Days Might Look Like
Every client is different, so your first 90 days will be tailored to your business. But you can expect the relationship to move through three general phases.
Days 1–30: Understand
We'll get familiar with your business, financials, goals, and current systems. We'll identify gaps, priorities, and opportunities that need attention first.
Days 31–60: Build
We'll put the right reporting, planning, and processes in place and begin addressing your highest-priority opportunities.
Days 61–90: Plan Forward
With a clearer picture of your business, we'll establish ongoing priorities and a financial strategy that supports both your business and your longer-term goals.
By the end of the first 90 days, you should have a clearer understanding of where you stand, where you're going, and what needs to happen next.
What Does Ongoing Support Look Like?
Apel's role doesn't end when the initial plan is complete. Depending on your services, ongoing support may include regular financial reporting and review, strategic planning conversations, tax planning, cash flow analysis, and guidance as new business decisions arise.
We'll establish a communication and meeting schedule based on your needs and the level of support you've chosen.
You won't have to wonder when to call. We're here to help you think through the decisions before they become problems.
What Should You Bring to the First Conversation?
Ready to See the Bigger Picture?
You don't need to have every number figured out before you reach out.
Start with a conversation about your business, your goals, and what's keeping you up at night. We'll help you determine where Apel can make the biggest difference.