Services
Improving efficiency and data accuracy through streamlining accounting processes.
Month-End Close Process Analysis, Review, and/or Improvement and Documentation
Management Training
Complex Balance Sheet Reconciliations
IMS Implementation Support
ERP Implementation Support
Hiring and Training Support
How we work together
Because data is ever-changing and no two months are the same, services are performed across a minimum of three months to ensure all exceptions and use cases are captured. Rest assured–knowing all work performed comes with full process documentation for your organization to use for the future.
STEP ONE
Reconciliation and Current Process Analysis
Whether it is building off of current work or starting from scratch, the balances need to be correct. I will confirm starting balances using raw data sources.
STEP TWO
Process Improvement, Alignment, and Testing
Through a reconciliation using raw data, the gaps in current processes are uncovered. With the alignment of current team members, a new process will be created and tested on historical data.
STEP THREE
Final Testing, Process Documentation, and Training
As new data comes in, the new process will be tested in real-time to capture any additional gaps. Then the process will be documented in detail, including how-to's with screenshots and Statement of Procedure pages explaining the theory and concepts behind the work. One-on-one training will be conducted with the team member taking over the task.
PRICING
HOW MANY RECONCILIATIONS/PROCESSES DO YOU NEED…?
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TIMEFRAME: 3 months
PRICING: $25,000
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TIMEFRAME: 4 months
PRICING: $30,000
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TIMEFRAME: 6 months
PRICING: $40,000
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TIMEFRAME: 5 months
PRICING: $35,000
A discount of 10% is provided exclusively to businesses owned by women and minorities, as part of our commitment to promoting and supporting diverse entrepreneurship.
“Drew brings an energy rarely seen in the accounting field, garnering excitement from even those frightened most by numerical values.”
THE WHY
When you work with Drew you will walk away with reconciled accounts, trained staff, detailed process documentation to continue maintenance of the reconciliations, and a statement of procedures to avoid cleanup work altogether.
Drew understands that completing the work is not enough and understanding all touch points of the data entering the financials is even more important. He takes an educational approach resulting in up-leveling current accounting team members, as well as other non-finance players.
Increased bandwidth of the accounting team to solve for newer issues or to be more proactive
Quicker and more accurate and detailed data to make quicker business decisions
No loss of knowledge as a result of attrition
Increased retention of accounting department through more work/life balance opportunities and a better onboarding experience via process documentation