Systems Set-Up or Analysis

Whether you are just getting started or are in need of an accounting refresh, we can guide you in establishing an efficient network of systems, processes, and financial reports. We will provide valuable insight on effective report layouts and use of accounting tools and modules, all custom-fit to your business needs.

• New systems set-up

  • Initial discovery call with management to review overall company structure and operations, anticipated revenue streams and structure, key expenses and areas of management interest or concern, and material company assets and/or liabilities

  • Written overview of accounting system proposal, and review call with management

  • Implementation of agreed-upon systems and reporting structure

• Existing systems assessment

  • Initial discovery call with management to review overall company structure and operations, existing systems and processes in place, and management-identified gaps, pain points, or requests

  • Offline review of accounting systems and prior reporting​

  • Written overview of findings and proposals, and review call with management

  • Implementation of agreed-upon modifications

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