Outsourced Accounting Services Crafted To Meet Your Needs | SecureCFO скачать в хорошем качестве

Outsourced Accounting Services Crafted To Meet Your Needs | SecureCFO

Engage a fractional accounting department that delivers actionable financial wisdom. Outsourced Accounting Services Crafted To Meet Your Needs. 1. Setting You Up For Services When you enlist SecureCFO services, our onboarding team conducts a comprehensive assessment of your accounting requirements. Subsequently, we craft a detailed plan aimed at enhancing efficiency, fostering alignment among all stakeholders, and ensuring seamless operations. Your team of accounting professionals and Certified Intuit ProAdvisors will initiate the optimization of your accounting system and QuickBooks version. This involves streamlining processes, automating tasks, and integrating with other financial systems like banks and credit cards. Additionally, we'll create a comprehensive procedures manual delineating each task's execution. Following this, we assign you a dedicated team consisting of bookkeepers, staff accountants, and an accounting manager. This team collaborates from our service center, all based in the U.S. They are exclusively committed to your business, offering consistent support week after week. The level of engagement with your team is determined by the services you choose. Here's a brief overview of how your team manages your bookkeeping and accounting requirements from our service center. 2. Sending Us Your Documents and Data You have the option to either configure bills for direct submission to SecureCFO, streamlining the processing, or you can choose to scan, upload, fax, mail, or grant data access privileges to us for the following: 1. Vendor Bills 2. Payments 3. Bank Statements 4. Credit Card Statements 5. Receipts 6. Time Sheets 7. Expense Reports 8. Supplementary Documents 3. Executing the Work - How SecureCFO Manages Your Service Needs We handle Accounts Receivable, Accounts Payable, Bank Reconciliations, Payroll, Sales Tax, and all your bookkeeping requirements on a daily, weekly, or monthly basis, with automated bank and credit card data downloads. 4. Getting Financial Information to Propel Your Business Forward We will generate custom reports tailored to your industry and specific business requirements, and we will arrange a monthly in-depth phone review to discuss your month-end financials. Weekly Reports Monthly Reports Accounts Receivable Aging Financial Reports Accounts Payable Aging Profit & Loss Credit Card Transactions Balance Sheet Open Item List Accounts Payable Aging Cash Flow KPIs