financial organization

Entrepreneurs often thrive on creativity and big-picture thinking but may lack time or interest in managing financials. Reverie simplifies this by creating budgets tied to business ideas, providing a clear financial picture for the team, and collaborating with finance teams to build manageable budgets. This approach equips leaders with the confidence and tools to make sound, long-term decisions.

our process

  • Review financial strengths and areas of liability

  • Create a finance team

  • Implement processes to ensure organization within finance team 

  • Set financial metrics and goals 

  • Develop new financial reports

  • Establish company-wide budgets and budgeting procedures

  • Develop and deliver financial training to all levels of the organization

  • Designed and implemented a company budget & annual budget planning meetings​.

    • Completed an assessment of previous year financials

    • Collaborated with C-Suite to review current financials  

    • Created a new budget that was in a usable format for the management team

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    Worked with the management team to divide out budget accounts by team.

    • Hosted budget training for all team members

    • Managed monthly budget update meetings

    • Completed monthly and annual review of budget with leadership team

    • Organized and hosted annual budget planning meeting for the leadership and management teams

  • Designed and implemented a company profit sharing program.

    • Identified the key company motivators to drive success​

    • Designed multiple profit sharing options and presented them to the leadership team to determine the most advantageous program for the company

    • Outlined and launched the profit sharing program both at company and individual levels​

    • Assisted the financial team in creating profit sharing rules and payouts

    • Hosted an all company training on ways to both positively and negatively affect company profit

    • Completed an annual review of the profit sharing program and communicated the findings across the company

    • Created content and literature to educate and inform employees of the profit sharing program and updated the literature, as needed