In order to deliver A La C.A.R.T.E.® financial information to your business, our services typically occur in 3 phases:
Phase 1: Evaluation and Assessment
We take a careful and detailed look at the existing infrastructure of the company’s accounting department. This includes interviewing personnel, looking at systems, understanding policies and procedures, and most importantly, gaining knowledge of organization structure, roles and responsibilities. During this phase, we identify the areas of risk and find opportunities for improvement. A detailed report of our findings and recommendations will be delivered to you. You gain clarity over the issues causing the problems and the solutions to solve them
Phase 2: Implementation
Once we come to an agreement on the best solution for your business, we develop a team around your existing infrastructure. We prioritize the work to be performed and create an implementation plan, complete with timelines, and responsibility assignments. We develop key performance indicators to measure performance trends and execute on our implementation plan to reach established goals.
Phase 3: Continuous Improvement
During this ongoing phase, we focus on continuous improvement by maintaining consistency in delivering A La C.A.R.T.E.® financial information and improving established processes through productivity, automation, and improving overall efficiency.