Business Processes & Operations
We will utilize an analytical review of the state of your organization to serve as the basis of designing a blueprint for moving to the next level; we will help you ascend from a reactive, short term approach to a proactive, long-term approach for the present and future. Paramount to this is our ability to properly align your funds and resources with your goals and objectives.
Efficient processes and procedures are critical to the success and reputation of your organization; we can help your organization develop solid procedural systems and controls and ensure a high level of quality control through the establishment of standard operating procedures. We offer powerful solutions to refine your procedural systems that provide your team with the right information to improve quality and performance, facilitate consistency, and increase outcomes, which fosters growth and success.
We will carefully assess and examine your organization’s key valuables, including: Organization Leadership/Management, Strategic Planning, Operations, Financial Vision and Strategy, and Marketing.
Business Process Management Services
We will serve as your partner on organizational matters, including future projections, third-party relationships, and strategies. We will also challenge your thinking and provide information that will attempt to encourage you to modify organizational paradigms, assumptions, and/or actions; this will provoke you to innovate, leading to value creation in your business processes.
The goal of this is to collect data that will help us gauge your back office needs and give you a comprehensive overview of the financial health of your organization. This includes a review of:
Existing comprehensive annual budget(s);
Written policies and procedures for fiscal operations, including procedures for processing payroll, purchases, accounts payable, accounts receivable, etc.;
Processing activities for congruency with written policies and procedures;
Existing authorization functions for purchasing, account authorization and management, to ensure that these functions are not performed by individuals who also perform performing transactional functions, and operational control matters; and
The policies and procedures of Board of Directors committees
We are able to provide fiscal services to the degree in which your organization needs:
We will work in a supervisory capacity with your accounting staff, as needed. This includes reviewing account reconciliations and transaction coding of staff member(s) in financial software platforms.
Within this capacity, we will not be responsible for any transactional input, including reconciling, categorizing, or classifying accounting transactions. We will only be responsible for reviewing and recommending that potential adjustments be made to questionable transactions made by accounting staff.
We will work with you to switch from a cash basis accounting method to an accrual basis accounting method, or vice versa, as requested.
We will maintain/perform monthly bank and credit card transaction reconciliation into your financial software platform.
We will handle functions of Accounts Payable and Accounts Receivable, which includes processing payments to your vendors, as well as creating and sending invoices to your clients on a regular basis.
We can provide your accounting staff training on Intuit QuickBooks. Training will be scheduled in advance, as needed. There will be an initial one (1) hour diagnostic assessment to determine the level and intensity of the training.
Information Technology Management
We can elevate your organization’s labor-intensive, slow programmatic processes to efficient and productive automated systems. We utilize a variety of assessment tools to analyze your automation needs. We can customize existing automated applications, merge applications, or develop new applications to maximize efficiency and productivity.