Client Services
Better data 🠖 Better information 🠖 Better decisions
Our Service Model
We combine the best of technology with expert staff - a balance between bots for bookkeeping and a fully-staffed accounting department. Our underlying philosophy is that you should always have access to and ownership of your data. We will manage it for you to bring accurate, on time information.
You own your data. We manage it for you.
From on-boarding, through transaction services, to management accounting and CFO guidance - we create a work plan customized to your business, and then deliver.
On-boarding Services - a deployment plan for tech and services that is customized for your business.
Workflow assessment
Software optimization (Quickbooks, Intacct, NetSuite)
Reporting design
Software training and support
Detailed policies and procedures manual
Management Accounting - turn your transactions (data) into reporting (information).
Close the books on time, every month
Financial statements - accurate information provides clear insights
Custom reports and KPIs - built by our experts to help data-driven decisions
Transaction Services - increase accuracy/decrease cycle time.
Accounts receivable
Accounts payable
Fixed asset and depreciation schedules
Reconciliations
CFO Advisory - turn your information into insight
Weekly Zoom meetings with leadership to review financial direction, reporting and analysis
Support for strategic plans
Budgeting
Forecasting
Accounting Technology Implementation - a stand alone option for those who just need a hand to get the tech platforms in place and dialed in.
Workflow assessment
Software implementation
Detailed policies and procedures manual
Training and support (during implementation or as an on-going support team option)
