Research & Development
Systems, Processes, Technology
Scale
Shared Service Center, Standardization, Automation
PROFITS & VALUATION
Profit Margin Increases at Scale, Real Time Financial Information Advisory, Buy/Seller Community
STANDARDIZE PROCESS
Practices must have standardized processes that include checklists for cyclical client work, as well as onboarding and offboarding procedures, which drives consistency.
AUTOMATE ENTRIES
Create a cloud-based technology stack of client accounting tools that integrates with the general ledger to create automation, reducing the need for manual entries.
OVERCOMING STAFFING CHALLENGES
Outsource your bookkeeping production to a shared services team, freeing your in-house team for advisory services, reducing costs and allowing for scalability.
