Run your business, not your accounting
- Assign and train back up accountants for every client to ensure our clients don’t suffer from a “single point of failure” in their operations
- Daily processing and review of documents
- Crucial reports provided regularly and on schedule
- Monthly calendar of deliverables
- Access to a financial team capable of providing custom reporting, analysis and research
- Access to all your financial documents online anytime
In summary, and perhaps most importantly, outsourcing permits management to focus on the critical aspects of the business bydelegating a non-essential to competent professionals who integrate with the company and its management.
Client assessment, assignment and communication
- Each client is assigned a senior accounting professional client service manager who will be your primary contact for routine accounting, processing and financial reporting
- A monthly calendar detailing all deliverables
Sending documents
- Send via email or fax as you receive them
- Access all of your documents online and never run the risk of lost documents
Paying bills
- Option to pay all bills electronically to eliminate the tedious tasks of printing and mailing
- OR, pay the same way you already do (check, electronic or a combination thereof)
- You make the decision on who gets paid and when (we recommend when to pay)
- Ensures bills are accurate and paid on time by sending accounts payable reminders
- Review payment terms to ensure that all available discounts are utilized
- Process each payroll and prepare all required payroll tax returns
Customer billing and collections
- Handle order entries and deliver timely customer invoices
- Assist in cash collections by providing regular receivables reports
- Follow-up on notices for delinquent receivables, if requested
- Collection calling available, if requested
- Monitors payment of sales taxes and preparation of sales tax returns
Financial reporting
- Maintains checkbook balances and provide monthly bank reconciliations
- Provide details of other accounts and ensure they are reconciled
- Provide a financial reporting package of financial statements and commentary
CFO Support
- Additional CFO and business partner support for other financial matters such as: financial planning, budgets, board presentations and participations, acquisition support, decision support modeling, financings, fund raising – as needed and requested.
Accessing your accounting files
- Use any software from Quickbooks to Oracle as your accounting system
- Provide you access to your records using our server or we can access and perform all tasks using your server
