To begin our potential partnership, please complete our Client Application. This form allows us to gain insight into your business, its challenges, and your goals. Should we have availability, you’ll be invited to an Introduction Interview.
Submit Application:
what happens next
01
In this Introductory Interview, we focus on pinpointing the service that best suits you and your business. Our goal is to understand your challenges on a deeper level and assess our firm's ability to help. If our values align and we believe we can deliver results, we begin the onboarding phase.
Introduction Interview:
02
Our onboarding begins with a comprehensive business assessment and gathering the necessary documentation needed to create a financial strategy that's custom-fit for you. Once we have all the needed information, we're ready to provide you with exceptional financial service.
Onboarding Phase:
03
FREQUENTLY ASKED
We understand the importance of swift communication and hold it in high regard. We respond to our clients within a maximum of 48-hours.
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
No, we are not tax professionals or a CPA firm. Our focus is on strategic consulting, advisory and management of your finances.
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
- Aesthetics, Beauty, Medspa, Salon
- Marketing, PR
- Creative Agencies, Firms, Service Brands
- Technology, Biotech, Saas,
- Political Firms, Consultants, Agencies
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
We place the up most importance on the security and confidentiality of your financial data. Our rigorous protocols employ a secure VPN network and encrypted communication to safeguard all data transfers. We also uphold a strict no-storage policy for personal information on our cloud systems or local devices, ensuring your data remains exclusively in the realm of need-based accessibility.
Avigale G.
"Where do I start?! Shay and her Centure Financial team have been pivotal in the growth of my business. I can give her any ideas I have, and she turns it into 500 different ways to profit. Her knowledge and experience always shines through. I recommend her to every professional I know!”
stuti a.
“Shay is an absolute powerhouse to work with. I’m so glad we connected before I launched my business because without Shay and her guidance, I would have been losing money right out the gate. You’re not only getting a CFO but an all around business expert that knows how to compete, thrive, and differentiate in 2023."
monica g.
“So grateful I hired Shay and her team to help with our financials. She has helped strategize, budget, helps with payroll and so much more. I truly believe my business runs 10x smoother thanks to her help! Centure Financial truly delivers above and beyond!!!”
Hannah h.
"Shay is so knowledgeable, so helpful, and she makes information that I normally have a hard time understanding, very digestible and less intimidating. After our session, she left me feeling super confident in our plan that we put together and I feel so thankful that I found her and Centure Financial."
hannah m.
"Shay has been an integral part of helping structure the financial policies, procedures and decisions in our business to help us grow from a multiple six figure to a nearly 7 figure business in 4 years. She is very knowledgeable when it comes to business financial strategy and truly has great "bedside" manner when it comes to treating your business as if it were her own."
bree t.
"So grateful I hired Shay and her team to help with our financials. She has helped strategize, budget, helps with payroll and so much more. I truly believes my business runs 10x smoother thanks to her help! Centure Financial truly delivers above and beyond!!!"
