We want to help you run your business better. You may not need every service we offer, and that’s okay! We’re not trying to sell you services you don’t need or won’t ever use. That’s why our system design has three parts: Assessment, Implementation, and then Client Services. We do a full assessment of your business first to discover what is/isn’t working in your accounting processes before we suggest changes and how to make them not only work but LAST. Phase two is Implementation, where we show you not only WHAT we can do for you, but HOW. The third phase is when we can expand your current Accounting Team’s capabilities with our services. Let’s walk through all of the steps together:
Now, let’s break that down even further.
In the Discovery part of the Assessment Phase, we look at every piece of data you can supply us from your current Accounting practices. If we do this phase up-front, we can better determine where they may be holes in your current system that we can help fill with more data.
Next, we move to our actual Assessment. This phase is where we compile all of the data from our Discovery period and see what’s working, what isn’t, where you may want to look at collecting more data, and where money may be falling through the cracks.
It’s at this point that we make our Recommendations and come back to you with our services estimate based on what we see as your specific needs. Since all services are a la carte, we customize all of this to your business.
In the Project Planning part of the Implementation Phase, we help you determine what your goals are, how to reach them most effectively, and what tools will best help get you there.
Now, we Prioritize Goals. Taking this step makes sure we are working in the right order to make your business as high-performing as possible. Sometimes a small step, in the beginning, can lead to significant changes right away.
Now we help you Take Action and put your new business plan into place, using the right tools to help you meet your prioritized goals.
Our Back-Office Accounting ranges from basic bookkeeping to long-range strategic planning. We offer you innovative solutions and strategies that produce efficiencies, savings, and high-quality services.
A Virtual CFO is a new adaptation to an old concept. The Virtual CFO does the same job as any other CFO with one difference—he is not on site. Instead, the Virtual CFO stays in contact and maintains control by using powerful tools in advancing technology.
You have access to your data anytime, anywhere, with our Cloud-based Solutions. Simplify and reduce your capital and operating costs. Get the flexibility and scalability to quickly deploy new applications, secure your network, and manage growth.