Process Review - Small and Mid-size Businesses

There is no one set of processes that will make your accounting team more efficient. Yes, there are specific principles that guide all accountants and bookkeepers. But every company has its unique culture, which impacts how your processes develop. Our personal preferences, for example, include archiving of all accounting, finance, and legal documents in the cloud - except for documents your counsel insists must be kept in paper format. We also recommend structured approval processes for bill payment and reconciliations. Finally, we like using a standardized 'flow chart', whether Microsoft Planner or something similar, for close processes. We will work with your people to develop processes that will satisfy your external CPAs and tax people, and that will satisfy your shareholders that you are being good stewards of their investment. Even if you and your family are the sole shareholders. This service is also valuable to international companies that may be unfamiliar with US practices an