Transforming Your Accounting Processes

What is the future of your business? Are you expanding and growing? Do you have limited staff or need assistance with daily accounting? This could be the right time to evaluate your existing accounting staff and processes.
Many businesses struggle with organizing their finances. Do you have scattered receipts? Do you have issues keeping up with payments that are due? Do you separate your business and personal spending?
Tips for Financial Management
Separate business and personal spending. Create separate accounts to simplify account reconciliation. When a client pays in cash, deposit the cash into the business account right away. It will take less time to match deposits and determine deductions for next year’s taxes.
Build in flexibility and accuracy for the future. Reduce potential mistakes by leveraging technology for calculations and report generation. An automated system can deliver financial intelligence and greater efficiency.
Control costs by eliminating waste. To reduce unnecessary financial burdens, we can recommend ways to reduce overhead expenses and improve account receivables collection to increase income and cut expenses.
Outsourced bookkeeping. Tap into the expertise of an outsourced team that has worked on financial reports for other businesses.
Customized Options to Fit Your Business
Among common outsourced services are accounts payable and receivable, payroll processing, financial reporting and statements, monthly reconciliations, and credit card and bank statement reconciliation.
Our experienced financial professionals can help you evaluate and determine the best accounting software to streamline processes for timely and accurate financial information. We can create an action plan for your business using cloud-based accounting software, such as:
QuickBooks Online

  • Used by most small-to-midsize businesses
  • Standard, cloud-based accounting software
  • User-friendly
  • Information easily shared with accountants

Best Fit: Smaller businesses that only need bookkeeping and ability to organize accounting and financial information.
Sage Intacct

  • Secured, cloud-based accounting and financial infrastructure
  • General ledger processing
  • Financial statement reportin
  • Detailed analyses
  • Works well with CRMs (i.e. SalesForce)
  • Known for “Know More, More Quickly” because of its ability to deliver real-time information for quicker decision-making.

Best Fit: Growing companies that need customized and specialized accounting features, GAAP compliance, and integration with other cloud-based technologies.

  • Integrates and shares financial data with your accounting system
  • Flexible payment options include ePayments, credit cards, and checks
  • Integrates with QuickBooks Online
  • Integrates with Sage Intacct

Best Fit: Small and mid-size companies for streamlining process of automating approval and paying bills.

  • Automated expense management
  • Scans receipts and generates expense reports
  • Streamlines approval process
  • Integrates with QuickBooks Online
  • Integrates with Sage Intacct
  • Integrates with BILL
  • Integrates with ADP

Best Fit: All businesses.
Call Nikki M. Kuretich, CPA to discuss your current situation and creating an action plan for your business.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.