When staffing changes or you experience rapid growth, an accounting temp may be what you need to get back on track.  Your staff can be augmented from the specialist level (accounts receivable, accounts payable, general ledger) through to the controller level.

This service is best for planned staffing changes such as maternity/paternity leave, vacations, and in the event you need to let a staff member go.  We recommend that we observe your staff perform the tasks we will be performing in their stead for continuity purposes.  

We understand that this advance planning is not always possible.  In these situations, we will use prior work examples to recreate a similar process.

This service can be paired with an Accounting Policy and Procedure Documentation or Standardized Processes and Best Practice Recommendations (below).

When your accounting has fallen behind.  Don't worry, it happens to many small businesses.

This service is especially helpful if you need to know how your business is performing, but your financial records are not up to date.  It is recommended this work be paired with recurring outsourced accounting services to prevent future catch-ups.

When only one person on your team knows how to perform a task and only "just knows" how it's done, your organization is vulnerable.  When a task is performed by looking at the outcome of the last time it was done, it's time to create a standard process.  Stop guessing and trying to remember how it was done last time.  Documenting the steps not only creates consistency each month but also creates a blueprint for future staff to perform the same steps and allows for the continuity of your important processes.

We observe your staff through a close cycle while they perform major steps.  We use screen capture to create visual step-by-step processes and videos to build your resource library.

This service is recommended for documenting current policies and procedures as they are being performed today.  It can be paired with a staff augmentation engagement before your current staff becomes unavailable (maternity/paternity leave, vacations, or exiting your organization).

When you want to start on the right path or when your business has outgrown your existing solution.  We can make recommendations for and implement technology solutions.

• QuickBooks and Xero

• Expense Reimbursement Management

• Spend Management

• Bill Pay Automation

• Bookkeeping Automation

• Electronic Document Management with Optical Character Recognition (OCR) and Parsing

• HR, Time Tracking, and Payroll Solutions

When you find yourself doubting your numbers, feeling that something doesn't look right, or if you’d like an outside opinion.

This service is for when, despite their best efforts, another service provider has been unable to maintain accurate financial records.  It is recommended this work be paired with recurring outsourced accounting services to prevent future clean-ups.

When your accounting department needs to be tuned up.

This service is for when your department needs clearly defined roles and responsibilities.  We work to build segregation of duties (when possible) and recommend technology solutions when appropriate.

This service is recommended for improving and standardizing current processes.  We make recommendations for best practices, updated technology, and process improvements.  It can be paired with a staff augmentation engagement before your current staff becomes unavailable (maternity/paternity leave, vacations, or exiting your organization).

When only one person on your team knows how to perform a task and only "just knows" how it's done, your organization is vulnerable.  When a task is performed by looking at the outcome of the last time it was done, it's time to create a standard process.  Stop guessing and trying to remember how it was done last time.  Documenting the steps not only creates consistency each month but also creates a blueprint for future staff to perform the same steps and allows for the continuity of your important processes.

We observe your staff through a close cycle while they perform major steps.  We use screen capture to create visual step-by-step processes and videos to build your resource library.