Engagement Process
Every engagement follows a structured 3-phase process designed to create clarity, define strategy, and support execution.
Phase I — Executive Governance Diagnostic™
Before any advisory engagement is accepted, all organizations are required to complete an Executive Governance Diagnostic™.
This structured assessment evaluates the financial, operational, and compliance foundation of your business to identify risks, inefficiencies, and structural gaps that impact your ability to scale.
Areas of Evaluation:
Financial reporting accuracy and structure
Compliance exposure and regulatory risk
Workforce and payroll alignment
Cash flow, capital structure, and scalability readiness
Governance gaps and operational inefficiencies
Deliverable:
Executive Findings Memorandum (summary of findings)
Risk Mapping Summary
Strategic Recommendations
Defined Engagement Scope
This phase creates clarity before strategy and is designed as an assessment only.
It does not include:
Bookkeeping, data entry, or account cleanup
Preparation or reconstruction of financial reports
Tax filings or calculation of balances owed
System setup, correction, or implementation (including but not limited to QuickBooks or any financial platforms)
Findings are based on available data and documentation provided at the time of review.
Phase II — Strategic Engagement Design
Following the diagnostic, a customized advisory framework is developed based on your business needs.
This includes:
Identification of structural and governance gaps
Risk prioritization (immediate vs. concurrent actions)
Infrastructure and scalability requirements
Compliance alignment strategy
Capital readiness positioning
Outcome:
Clearly defined engagement scope
Defined priorities and accountability
Structured implementation roadmap
Phase III — Governance Execution Framework
Once engaged, advisory support is delivered through a structured execution model focused on long-term stability and growth.
Focus Areas:
Financial reporting and visibility
Strategic tax positioning
Workforce and payroll compliance
Cash flow and capital strategy
Multi-entity structure and governance discipline
Most businesses don’t struggle because of revenue, they struggle because their infrastructure isn’t built to support growth.
Engagement Model
This advisory structure is designed for:
Growth-stage businesses requiring executive financial direction
Multi-entity operators seeking financial discipline
Businesses preparing for expansion, funding, or scaling
Owners transitioning from reactive to strategic decision-making
Engagement Requirement
All advisory engagements require completion of the
Executive Governance Diagnostic™ prior to activation.
Executive Governance Diagnostic™ Investment: $1,295
This diagnostic is conducted per entity. Each business or legal structure requires a separate engagement.
Timeframe: 7-14 business days
The diagnostic begins once all required documentation and system access are received. Documentation must be submitted within 3 business days of booking. Delays in submission will result in delays in delivery.
This diagnostic is non-refundable
This firm does not operate transactionally.
All engagements are structured, measured, and aligned with sustainable business growth.
This advisory model is designed for organizations ready to operate with structure, accountability, and executive-level financial oversight.
Tyese Kimble Financial & Business Solutions
All Rights Reserved 2026-2027
Hampton, Ga 30228
Office Hours: 9am - 5pm
Saturdays by appointment only