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Operational & Financial Management

We’ll set you up with everything you need to successfully track your customer sales, accounts receivable, payables, accounting processes, monthly close, etc. If you are a new company starting out, or an established firm hoping to better streamline your accounting and financial processes, we can help! This engagement includes the following:


  • Determine best accounting software for your business/review accounting software already in place.  Data entry if required.


  • Set up best practices and procedures for accounts receivable, accounts payable, monthly bank reconciliations and other financial/admin tasks.


  • Review financials on a regular basis, keeping management apprised of any general business issues that may come up, and recommendations for mitigation.


  • Train your current staff in all aspects of business operations that we have implemented and/or continue to maintain your books as an outside business operations consultant, if appropriate (this requires an add-on contract).

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