Technology Implementations

• Technology Audit - Research and recommend appropriate software for your firm

• Plan migration of information

• Set up templates

• Implement workflows

• Customize invoices and other documents in the system

• Integrate software where appropriate

• Train employees use

• Create a customized reporting package

• Monitor and trouble shoot for 3 months after implementation

Controller

• Oversees month end close

• Trouble shoots during the month

• Maintain technology integrations

• Create a customized reporting package

• Interface with tax professional at tax prep times

Financial Clean-Up

• Hooking up all credit card and bank feeds

• Reconcile (or reconstruct) all accounts from the beginning of the year

• Ensure 3 way trust reconciliation is correct

• Recommend fraud protection policies and procedures

• Establish sync or integration with case management software

• Other tasks as necessary to ensure your books are clean and ready for tax prep

Evaluations

• Fraud Risk Assessment

• Evaluate weekly and monthly reporting package

• Evaluate and calculate (if possible) conversion rates based on your sales cycle

• Run basic ratios for profitability

• Evaluate bookkeeping software to see if it is set up to maximize reporting information

• Write and present a report on all of the above with best practices and recommendations where appropriate

• 30 day follow-up call to advise on action steps

Evaluations One Day On-Site

• High level Technology Audit

• Fraud Risk Assessment

• Evaluate weekly and monthly reporting package

• Run basic ratios for profitability

• Evaluate bookkeeping software to see if it is set up to maximize reporting information

• Write and present a report on all of the above with best practices and recommendations where appropriate

Evaluations Two Day On-Site

Two Day On-Site provides all the benefits of the One Day On-Site and includes:

• Interview all employees about firm culture, work conditions, office personality pros and cons

• Evaluate use of technology

-Are you using what you have?

-Do you have what you need?