We offer comprehensive financial solutions, including financial statements, cash flow analysis, and tax planning and preparation, so you can make informed decisions about your practice’s financial health.
Day-to-day bookkeeping tasks, including accurate costings and expense reconciliations. Margin and financial metric analysis.
Monthly management reports and tailored analysis for decision-making.
Branded under your company name for a seamless customer experience.
Expert assistance with financial planning and strategy.
Choose from FTE or outcome-based billing.
Access to an experienced accountant for consistent service (full-time equivalent resources).
Expand your bookkeeping capabilities without hiring more staff.
Skilled in various accounting software and systems.
Seamless collaboration with your CPA for smooth year-end financials.
A separate business unit accountable for delivering services to both, the operating business units and the corporate functions.
A business model that enables resources to be leveraged across an entire organization resulting in lower costs with agreed-upon customer-service levels.
Has the mindset of a business and views the rest of the organization as their customers.
Operates as a service organization and is accountable for delivering value (balancing cost and service levels), as well as identifying ways of further leveraging the operating model.
Centralizes services to gain efficiencies through continuous improvement that results in more efficient and standardized processes.
How It Works
Set up a shared services center to centralize and independently structure our support processes.
Transition your bookkeeping and accounting processes to the shared services center, ensuring a smooth transfer and no disruption to your operations.
Ensure the smooth operation of the shared services center, delivering the agreed-upon customer service levels with the utmost accountability.
Standardize and improve processes to gain further efficiencies through continuous improvement.
Transform your entire organization through world-class shared services function, enabling you to focus on strategic growth.
Product and Technology Enablement: Platform Agnostic
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