How We Work

The BB&T Financial Operating System

Three principles shape how we install a useful finance rhythm: people-first service, clear communication, and practical guidance that helps owners understand and use their numbers.

Foundation

People First

We believe business is deeply personal. A business supports families, creates opportunity, and helps build a lasting legacy. Your business matters to us because it matters to you, and we take the responsibility you have entrusted to us seriously.

Communication

Clear Communication

Communication works best when it is simple and direct. We want you to know where things stand, what matters, and what comes next. That means we respond promptly, speak plainly, and avoid unnecessary jargon.

Guidance

Educate and Advise

We want clients to understand what is happening in their business, not just receive reports without context. We welcome follow-up questions and value clients who stay engaged in the process. If you are used to getting financials without an explanation of the why behind them, working with us will feel different.

Process

A steady rhythm from immediate clarity through monthly decision support.

The goal is to create clarity quickly in the first 7 days, complete the first clean close process in the first 30 days, then maintain a predictable operating rhythm that keeps your books, cash, taxes, and growth decisions visible.

First 7 Days

Financial Clarity Sprint

Initial onboarding
Kickoff call to review your business, your goals, and the next steps for getting started.
Request accountant access to QuickBooks or your current accounting platform, along with read-only bank and credit card statement access.
Set up your account in our client portal, TaxDome.
Review your current QuickBooks setup, chart of accounts, bank feeds, receipt process, and reporting structure.
Deliver an initial cash snapshot, cleanup plan, and red-flag report so immediate issues are visible early.

First 30 Days

Monthly Close System

Clean up historical data if needed and confirm the monthly close checklist.
Establish a consistent delivery schedule and cadence.
Reconcile cash and credit card accounts.
Deliver your first set of financial statements.
Provide a plain-English owner summary explaining what came in, what went out, what stayed, and what changed.

Ongoing Support

The ongoing reporting rhythm

Monthly financial statements delivered on the agreed schedule.
Monthly cash and credit card account reconciliations.
Loom video financial review on the Enhanced package, or a live financial review meeting on the Performance package.
Profit, cash, and tax visibility through KPI summaries, tax reserve updates, dashboards, or forecasts depending on the selected package.
Growth advisory work on the Performance package, including pricing and margin review, hiring affordability, expense leak audit, and cash forecasting when relevant.
Response time expectations that help you know when to expect an email, text, or call back.
Essentials: 1 to 3 business days.
Enhanced: 1 to 2 business days.
Performance: within 24 hours.

Response timelines are a guideline to help clients understand the typical turnaround for questions and discussion.