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).