High Volume A/P
Challenges
- Accounts Payable – 800+ vendor bills per month
- Missing out on vendor discounts (net 2%)
Solutions
- Implemented tracking & reporting for net 2% bills
Results
- Maximize cost-savings in the thousands per month by utilizing discount
Non-Profit
Challenges
- Shortage of staff to regularly manage accounting tasks
- Various grants monitored manually
- Missed tax compliance deadlines
Solutions
- Introduced efficient workflow and cloud-based bills processing software
- Grants set up and tracked within the accounting software
- Active financial calendar monitoring
Results
- Project coordinator freed up to focus on their mission
- Better internal control and timely reporting
CPA/CFO Firm
Challenges
- Difficulty & cost of recruiting
- Turnover In staff
- Need better margins for accounting support
Solutions
- Provided cost-effective fixed fee engagement per scope of work assigned
- Document/maintain all procedures for future training
- Assigned a dedicated team for continuity
Results
- Consistency & reliability; freed up higher paid staff
- Increased & improved billings
Small Business
Challenges
- Outgrew office manager
- Need higher skills, professional reporting
- Desires order, process, procedure
Solutions
- Advisory on workflow, efficient procedures
- Identified roles & responsibilities between VA and client
- Provided dedicated team to oversee accounting functions like month end close, AP, reporting
Results
- Timely, accurate reporting
- Professional accounting services that scale
Team Success Factors
Discipline
Collaboration
Catalyst for change
Accountability
Service that grows with you
We offer complete support packages available or ala carte support for your unique needs.