Our services are tailored to meet the unique needs of your business and to support your business goals. We spend time listening and learning about your business, identifying the challenges and opportunities and then creating the custom services for your business.
Below is a sample client engagement.
(Depending on the stage of your company, the services required may vary significantly from the below.)
Initial Set up
Strategic Planning development of a strategic plan for the current year and next 3 to 5 years..
Accounting System evaluate the accounting and reporting systems providing recommendations.
Cash Flow Analysis review the banking arrangements.
Training & Development evaluate the accounting and finance team preparing job descriptions and recommendations.
Executive Dashboard Report set up an Executive Dashboard Report identifying and tracking key performance indicators.
Weekly Services
Executive Dashboard Report review the key performance indicators.
Cash Flow Forecasting review the cash position and forecast identifying areas of improvement.
Discuss weekly results and needs.
Monthly Services
Financial Analysis review the key performance indicators.
Operational Planning- meet with operations team to review results and plans for improvement.
Training & Development meet with the finance team ensuring continued improvement, development and training opportunities.
Quarterly Services
Budgeting & Forecasting review budget to actual monitoring reports and forecasts of key financial business indicators.
Strategic Planning determine progress toward goals and areas of improvement.
Financial Analysis detailed balance sheet review
Annual Services
Budgeting annual budget preparation and review
Strategic Planning annual strategic planning meeting
Compensation Review review incentive compensation ensuring it motivates the achievement of the company objectives
C.A. Firm Liaison oversee preparation for the audit or review and tax returns.
Set up a meeting to discuss how Accolution can help your company!