Our Services
Your Numbers, Perfected.
We provide clients with the insight to facilitate cash flow management, allocate resources more effectively, and evaluate performance. Our hands-on method of integrating the accounting-as-a-service (AaaS) framework with our proprietary tools and financial expertise provides managers and executives with reliable models for turn-key decision making and operational planning.
Bookkeeping
Our bookkeeping and compilation package is our foundational solution for solo practitioners, start-up companies, and other small businesses that require ongoing accounting support and management. We bundle these essential services in order to provide a comprehensive solution that includes a monthly financial analysis and limited annual tax planning.
Budgeting
A budget is one of the most important performance and planning tools in business and we prioritize this tool when working with our clients. We create and customize budgets as part of our standard implementation of service for established small to mid-size businesses. Our budgeting models vary to accommodate the needs of each company and include the development of standard annual budgets, multi-year budgets, zero-based and balanced operational budgets, flexible budgets (scenario-based), and capital expenditure budgets.
Forecasting
Our approach to creating forecasting models that help our clients involve using historical data, business trends, and other quantitative factors to analyze current and past performance. We help predict probable trends in sales revenue, expense allocation, and cash flows in order to set realistic targets for budgeting and short-term planning. We create consistent reporting tools that track progression and adjust for changes based on qualitative data and insights. We then integrate this data into a cash flow tool that provides the necessary insight for timely and effective cash flow planning.
Job Costing
Job costing is a critical function for businesses that operate in particular service environments such as construction, manufacturing, and other specialized sectors such as non-profits. We provide job costing services to companies looking to track and analyze their costs and profitability on specific projects, grants, contracts, and other independent jobs. We develop tools to help simplify a myriad of financial components that show up throughout the project management life cycle so that our clients can improve decision making and uncover inefficiencies throughout the various project/job phases.
Enhanced Financial Reporting
Our enhanced financial reporting package includes comparative financial statements, a cash flow statement, and comprehensive budget versus actual variance reporting. We analyze multi-layers of financial data and perform analytics while maintaining consistent client engagement that meets demand for timely reporting, quality of information, and the availability of personal experts for planning and discussion. This means our clients drive each engagement and our solutions are tailored to meet specific criteria.
Variance Analysis & Planning
The budget versus actual variance report in our upgraded financial reporting package provides initial insight into more specialized services that we offer, including in-depth variance analysis and strategic planning. This service is specific to identifying and analyzing both favorable and unfavorable performance indicators and developing or helping to adjust long-term strategic goals to align with the company’s purpose, financial interests, and/or growth. The service is also beneficial to assisting management with assessing overall efficiencies in operations to ensure long-term sustainability.
The Methodology
From Onboarding to Insight.
Phase One
Seamless Onboarding
We begin by integrating your existing financial software into our proprietary platform for a friction-less start.
Phase Two
Strategic AaaS Planning
Our experts dive deep into your numbers, identifying hidden patterns and opportunities for optimization and long-term financial management.
Phase Three
Empowered Insight
Regular reporting and proactive guidance empower you to make informed decisions that provide scalability and flexibility.