Business problems clouding your vision?

Every company is at risk of employee fraud and embezzlement. We conduct thorough evaluations of accounting procedures to assess existing risks. We then:

• Identify weaknesses in existing internal controls, processes and procedures.
• Provide recommendations, including an implementation plan, to mitigate risks and strengthen internal controls.
• Execute on the plan, working closely with you and your team to set your company up for success.

When the accounting department is not running smoothly, it’s essential to pinpoint the source of the problems. We conduct a thorough audit of systems, personnel and processes to identify the issues and make recommendations for resolution. We:

• Work closely with you and your team to understand existing systems, policies, procedures and people.
• Identify areas for improvement in operational efficiencies, internal controls, staffing, organizational structure, policies and procedures.
• Document our conclusions and recommendations in a detailed report, including an implementation plan and timeline.
• Execute on the plan, working closely with you and your team to set your company up for success.

Outdated or insufficient accounting policies and procedures is a common problem for small and mid-sized businesses. Our experienced team establishes and documents the complete set of policies and procedures you need to scale your business and mitigate the risk of losing institutional and tribal knowledge due to employee turnover. We:

• Develop and implement comprehensive Standard Operating Procedures (SOPs) that improve operating efficiencies and reduce the risk of fraud.
• Document the SOPs in clearly-communicated written manuals and training videos for current and future employees.

Some prospective and existing clients would benefit from one or more permanent accounting and finance employees.  We have access to qualified controllers, CFOs and accounting professionals throughout the U.S.

• We work with you to clarify the accounting and finance roles your business needs to thrive.
• We advertise your open position and use our vast network to source candidates who may not be actively searching.
• We put candidates through a series of assessments, including a live accounting test, to make sure they are qualified for the job.
• Once candidates have been pre-qualified, we present them to you with a complete summary of their qualifications..
• Our team of accounting and finance experts is available to provide interim services until the right permanent employees are on board and trained.

Under utilized software is a common problem that reduces efficiencies and creates frustrations. Our certified accounting experts deliver the comprehensive training your employees need to excel in their jobs.

• We invest the time to evaluate employees’ current knowledge and software utilization patterns.
• We work with your employees, one-on-one or as a team, to demonstrate best practices, teach tips & tricks, and help them get the most out of your company’s software solutions.