Our Process
A Structured System Built for Accountability
Every Granitefield Financial engagement follows the same documented 5-step process — designed for consistency, accountability, and professional-grade reporting.
The Process
Five Steps to Structured Financial Oversight
Every engagement follows this documented process — from initial consultation through ongoing monthly oversight.
Initial Consultation
A comprehensive review of your financial oversight needs, existing professional relationships, and the specific administrative challenges you face.
- Review of all financial accounts and institutions
- Assessment of current financial organization
- Discussion of oversight requirements and reporting needs
- Identification of professional team (attorneys, CPAs, advisors)
- Determination of service scope and engagement terms
Secure Onboarding
Structured onboarding with secure account access, SmartVault Fiduciary Portal setup, documented approval thresholds, and a communication framework for all involved professionals.
- Secure account access establishment
- SmartVault Fiduciary Portal configuration
- Approval threshold documentation
- Professional communication framework
- Authorization protocols for all transactions
System Implementation
Deployment of the full administrative oversight infrastructure: bill payment schedules, reconciliation procedures, SmartVault document vault, and expense tracking.
- Bill payment schedule creation
- Reconciliation procedure documentation
- SmartVault document vault organization
- Expense tracking and categorization framework
- Reporting template configuration
Monthly Reconciliation & Reporting
Complete monthly reconciliation of all accounts, transaction-level review, irregular activity identification, and structured report delivery via SmartVault to all designated parties.
- Complete account reconciliation
- Transaction-level review and verification
- Irregular transaction identification
- Structured monthly report generation
- SmartVault delivery to client and professionals
Ongoing Oversight & Monitoring
Continuous administrative oversight with proactive monitoring, professional communication, and systematic review of all financial activity.
- Continuous financial activity monitoring
- Proactive irregular transaction reporting
- Regular communication with professional team
- Scope adjustment as needs evolve
- Annual engagement review and documentation
Ready to Begin the Process?
Schedule a consultation to discuss your administrative oversight needs and how Granitefield Financial can support your clients.
Our Commitments
What You Can Count On
These are the non-negotiable standards that govern every Granitefield Financial engagement.
Documented at Every Step
Every action, approval, and communication is documented and available to authorized parties.
Defined Approval Thresholds
No transaction proceeds without documented authorization. Approval requirements are defined at onboarding.
Consistent Monthly Delivery
Reports are delivered on the same schedule every month — no delays, no exceptions.
Professional Coordination
Structured communication with attorneys, CPAs, and investment advisors is built into every engagement.
What to Expect at Onboarding
- Engagement agreement with defined scope and terms
- Secure access setup for all financial accounts
- Approval threshold documentation
- Professional communication framework
- Initial document organization and filing
- First monthly report delivered within 30 days
What You Receive Monthly
- Complete account reconciliation report
- Expense tracking summary by category
- Bill payment confirmation records
- Flagged transactions requiring attention
- Communication log with professional team
- Updated document filing index
Begin Structured Financial Oversight Today
Granitefield Financial provides administrative financial oversight for seniors, families, trustees, and fiduciaries throughout Florida.