We love the “cloud” and so will you. Thanks to technology and the many useful apps in the marketplace we can construct a virtual back-office that will provide you with reliable, relevant information to help you make sound decisions and allow you to run your business on your phone, tablet or laptop from your office, living-room, or beach without missing a beat. With real-time access to your systems we can better serve your financial reporting, tax, and advisory needs. Don’t worry – we won’t tell you when we’re working from the beach if you won’t tell us when you are.
Getting Started – We follow a three-step process to get you up and running:
We learn about your business, current processes, systems in use, pain points and desired outcome.
Based on the initial assessment we design a system and workflow that will achieve your goals. This includes identification of the appropriate cloud-based applications, the extent of involvement of your team and our team on an ongoing basis, and development of a price for implementation and ongoing services.
We get your systems set up according to the design in step 2 and train you and your team on use of the applications and the standard procedures.
We work the plan according to design on an ongoing basis. Our involvement can be as limited or as extensive as you need. From quarterly reviews of work performed by your team to fully-outsourced processing of transactions and anything in-between. We develop a package that is right for you and your budget. We add on services including financial and management reporting, tax planning and compliance, and consulting to form a comprehensive bundle at a fixed price billed monthly so you can plan your cash flow and avoid surprises.
Options that may be included in the virtual accounting packages include: