A Team Approach, Not a Single Bookkeeper
Many hands make light work. Many brains provide comprehensive quality services. This is why every client gets a team on their side, rather than one person juggling everything. There are typically four professionals per team:
1) Staff accountant. They do the heavy lifting, handling data and payroll entries, as well as bank and credit card reconciliations.
2) Senior accountant. They build on the staff accountant’s work, performing higher-level reconciliations and preparing final financial statements.
3) Manager. They’re the parents in the team, making sure deadlines and quality standards are met. They also manage client concerns, which is not as much fun as it sounds.
4) Quality control manager. This is upper echelon stuff that includes reviewing files annually or semi-annually to check accuracy and determine the need for employee retraining.
That’s four layers of review that naturally create a consistent monthly close process.
Clear Responsibilities Across Every Account
Too many cooks don’t spoil this broth. That’s because each team member has clearly defined responsibilities. They’re not tripping over one another, duplicating tasks or (mistakenly) assuming someone else has completed essential steps.
Instead, everyone adds their expertise to the process, working collaboratively to deliver reliable and accurate reports that provide the insights necessary for you to make important, strategic, and actionable decisions.
Ongoing Quality Control and Training
Quality control (QC, to those who don’t know) is continuous. It integrates automatically into the workflow, creating a constant feedback loop that guarantees accuracy. If, on the off chance, there are errors, retraining sessions are triggered for the team.
It’s part of the QC manager’s role to ensure the training is relevant to the team, so the same mistakes are never made twice. It’s part of the manager’s role to ensure that the team takes the lessons on board to once again guarantee accuracy.
Smarter Systems Through Technology
Technology can be your best friend. Yes, sometimes there’s a glitch in the matrix, but our tech team is there to sort it out.
The tech team does more than put out fires. It proactively tests new apps and automations before we integrate them into your system.
It also reviews systems to ensure data flows smoothly from A to B and C. For instance, connecting payroll, AP, and bank feeds for enhanced efficiency. This ensures there’s no duplicate work and no repetitive data entry.
Judicious use of tech accelerates processes, reduces manual touchpoints, eliminates human error, improves productivity, and improves your bottom line. Naturally.
Collaboration With Client Teams and Tax Preparers
We believe in partnerships; in building good relationships with our clients. That includes an element of collaboration. For instance, we work with you to build a detailed scope of work, listing all recurring actions. This helps save time down the road, which is exactly what you want, considering time is money.
We integrate one of our favorite tools, FlowQast, to automate many processes (saving time, improving efficiency), tracking deadlines, task owners, and supporting documents.
The results of our collaboration with your team enable us to work directly with external tax preparers to prepare tax packages.
The upshot? You don’t have to manage in-house accountants because we’ve got your back. They can then focus on their business, increasing productivity and lifting their operations to new heights.
Support for All Business Stages
One of the great things about our approach is that we can work wonders for all businesses, no matter what the stage. This means startups get just as much out of our services as larger, mature companies.
New businesses needn’t worry about setting up accounting systems and policies that meet their needs, while simultaneously complying with industry, national, and (depending on their ambition) global regulations. That’s our role, and we do it well.
Companies with growth on their minds get their personalized accounting solutions and system analyses, guidance based on years of experience, strategic planning, and recommended next steps.
Established multi-entity and multi-currency companies get all the above and scalable solutions that support sustainable growth.
Basically, our services are structured to support all businesses from launch to expansion.
As you can see, we’re team-focused. It’s not about coddling, but collaboration. Collaboration on ideas and planning. We’re still the ones that do the lion’s share of the work. That means, you get on with your core activities and we provide accurate statements on time, alongside clear communication (the key to everything), and support for stable, sustainable growth.
