ONBOARDING PROCESS

GETTING STARTED BY GETTING TO KNOW YOUR BUSINESS

Stella’s team of dedicated finance experts understand your industry and know what it takes to make sure that your business is set apart from the rest with unified data systems that allow you to see your business through the financials.

WORKING WITH OUR FINANCE EXPERTS

Stella’s team of finance experts understand what it takes to onboard your company, help leadership adapt to new technologies, and most importantly, make your data work for you and help decision makers make expert choices with the most accurate forecasting and finance models. Here are the three steps that encompass our onboarding process.

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We Learn Your Business

  • Our team of finance experts come to your table to better understand exactly how your business operates, its organization structure, what you sell, and how you sell it.

  • We spend time gathering this information to build your company a custom solution. We don’t offer out-of-the-box solutions because we simply don’t believe that exists in finance.

Data on a Touch Pad

We Analyze Your Existing Infrastucture

  • No matter what your existing financial infrastructure is, our team will analyze every facet of how you forecast and any historical data to determine how best to begin data unification.

  • Our finance team will create custom algorithms and supportive technologies that drive innovation and move the corporate needle.

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We Work With Your Company Dynamic

  • We take the time to understand the different roles and professional minds within your organization, what their financial responsibilities are and who might have data that can positively influence your financial model and uplift your forecast.

  • Stella is one of the only financial-planning-as-a-service provider that creates customized roles to enable and enrich the objectives of decision makers and data aggregators - lowering costs, increasing innovation and ensuring that every person has an appropriate voice.

Interested in learning more about how your business can work with our team to begin their onboarding process? Get started today and work with us to help you see your business through the financials.

Business People in Meeting

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Business People Talking

“Testimonials work great. Showing your reviews in quotes has a powerful effect on customers and makes them trust you.”

— Name, Title

Get the latest about financial planning strategies for your business 

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Schedule your onboarding with our team

Let our team of experts help you discover the best financial planning as-a-service solutions that help you see your business through the financials.

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