OUR PROCESS
At Third Road Management, we understand that every business is unique – shaped by its own priorities, challenges, and goals. That’s why our approach is both tailored and proven. Over the past decade, we’ve refined a methodology and assessment tool that consistently delivers results, while allowing the flexibility to meet each client where they are.
Fractional CFO Process
Structured to support your growth. Flexible to fit your business.
Our Fractional CFO engagements are built around two key phases: a comprehensive onboarding period followed by an ongoing cadence of strategic support and financial leadership.
First 30 Days
We get to know your business inside and out.
Our onboarding process is designed to build a strong foundation. In the first month, we focus on learning your business, building relationships with your team, and establishing priorities through both traditional review and cutting-edge AI-driven assessment tools.
Key steps include:
- Initial discovery call & engagement proposal
- Introductory team meetings
- On-site facility tour (if applicable)
- Priority review & goal-setting workshop
- Business assessment using our proprietary AI tool
- Strategic goal alignment
- Leadership check-in and review of success metrics
Ongoing Partnership
Consistent financial leadership, aligned with your priorities.
After onboarding, we become an embedded part of your leadership team—offering guidance, analysis, and strategy at a pace that fits your organization.
Weekly
- Scheduled 1:1 meetings
- Priorities and commitments review
- On-demand financial and strategic support
Monthly
- Financial statement review & analysis
- KPI tracking & trend insights
- Tax planning or audit support as needed
Quarterly
- Strategic goal review
- Project realignment based on financial performance and assessments
- Forecasting updates & risk analysis
Annually
- Year-end reporting prep and recommendations
Accounting Services Process
Accurate. Scalable. Built for your business rhythm.
Our accounting services are designed to deliver reliable financial operations, day in and day out — without the cost and complexity of a full internal team. From onboarding to ongoing execution, we become a seamless extension of your business.
First 30 Days
We get to know your business inside and out.
Our onboarding process is designed to build a strong foundation. In the first month, we focus on learning your business, building relationships with your team, and establishing priorities through both traditional review and proprietary assessment tools.
Key steps include:
- Initial discovery call & engagement proposal
- Introductory team meetings
- On-site facility tour (if applicable)
- Priority review & goal-setting workshop
- Business assessment using our proprietary AI tool
- Strategic goal alignment
- Leadership check-in to secure buy-in and define success metrics
Ongoing Partnership
Embedded support that keeps your financial engine running.
Once onboarding is complete, we shift into a consistent rhythm — handling your transactional workload, improving your processes, and supporting compliance from the ground up.
Daily
- Transactional processing (bills, invoices, receipts)
- Accounts payable & receivable support
- Documentation of financial workflows and SOPs
- On-demand support for urgent needs
Monthly
- Bank and credit card reconciliations
- Monthly financial statement review
- Sales tax filing and payment support
- KPI tracking and trend analysis
- Tax and audit prep collaboration
- W-9 collection and vendor management
- Process improvement recommendations
Quarterly
- Strategic goal review and adjustment
- Project alignment with financial priorities
- Internal controls review
- Payroll tax filing support and compliance checks
Annually
- Leadership and financial planning check-ins
- 1099 preparation and filing
- Workers’ compensation audit support
- Year-end closeout and CPA coordination
Introducing the Business Accelerator
We’re proud to launch our new Business Accelerator tool—built on over a decade of fractional financial services experience and powered by AI technology. This strategic assessment helps small and mid-sized businesses quickly identify growth opportunities, uncover risk, and prioritize what matters most. By answering a series of targeted questions, organizations receive a customized roadmap highlighting quick wins, strategic levers, and long-term priorities. It’s a faster, smarter way to level the playing field and build a stronger business.
Better Insights. Better Decisions.
This tool blends your inputs with AI to identify trends, expose risks, and uncover new opportunities—all in one clear view.
Experience + Tech = Unlocked Opportunity
Understanding the current state of your organization and analyzing inputs to reveal where to invest, when to pivot, and how to thoughtfully scale.
Still Unsure Of What You Need?
Let’s chat and learn more about your business and particular needs. We love tailoring solutions to meet the challenges or knowledge gaps that exist in your business today. Let us help take you from where you are to where you want to be.