Our Methodology

Broad vision and seasoned experience

At Denali Financial Consulting, our methodology is the foundation of how we organize the financial, administrative and corporate governance operations of a start-up company in accordance with "Best Practices". Our methodology is scalable and modular, and ensures that our clients are financially organized, ready to grow, and audit-ready at all times:

Board meeting preparation - We help our clients prepare for Board meetings so the meetings are organized and productive.
Dashboards - We develop dashboards that identify and track the key drivers of the business.
Monthly Close - We perform and audit-ready close each month within 5 business days so our clients get their financial results quickly.
Financial Reporting - We design financial reports that provide a comprehensive review of the business including budget to actual comparisons and detailed forecasting.
Budget & Forecast Models - We design financial models that allow our clients to accurately budget and forecast their operating results.
Sales Support - We support the sales team with pipeline reporting and other sales tools (e.g. Salesforce.com), accurate and timely commission reporting, and an effective contract administration process.
Revenue Recognition - We are experts in accounting rules so our clients don't have to worry about the auditors restating their revenue results at the end of the year or any time in the future.
Contract & Legal Administration - We ensure every contract is fully-executed, securely stored, and that all key provisions are monitored for compliance.
Capitalization tables - We maintain our clients' capitalization tables so they are always up to date.
Fundraising Support - We ensure our clients are ready to raise capital by keeping their administrative operations organized.
Key Relationships - We manage our clients' relationships with outside legal counsel, CPA's, insurance brokers, bankers and investors with urgency and professionalism.

We've been working with start-ups since the very beginning of the Seattle tech boom. We know what investors, board members, bankers, lawyers, employees and auditors need from a start-up management team, and we expertly help our clients meet those needs. As a member of your entrepreneurial team, we expertly manage your financial operations so you can focus on building an amazing company.