About Our Process
We believe that a well functioning accounting and finance department is holistic in its approach, deliberate in its design, and rigorous in its execution. We modelled our process after the 5S' of LEAN manufacturing with the objective of producing consistently well-functioning accounting and finance departments.
1
Discovery
During this stage, we offer free initial consultation to understand you, your business, and your goals. If we find that our services can support your objectives, we will request additional information, such as previous tax returns and the latest financial statements. This will help us assess the level of effort needed to meet your goals and provide you with a recommended service package.
2
Onboarding
During the onboarding stage, we analyze and cleanse your accounting records to achieve a reliable baseline. We utilize our judgment, based on previous experiences and industry knowledge, and aim to establish a "workable" starting point for your company's ledgers.
3
Process Improvement
As we deepen our understanding of your business operations, we will enhance your bookkeeping and financial reporting processes. Our goal is to collaborate with you to consistently refine how your business records and analyzes data, leading to improved management and decision-making.
4
Standardize
Once we tailor your business processes to align with industry best practices, we will formalize these processes to ensure uniformity in their application. Our commitment to methodical structure and consistency drives us to deliver results that not only meet but exceed your expectations.
5
Monitor
Just because the "Standardize" phase is concluded, it does not mean our improvement efforts cease. Our involvement on a weekly, monthly or quarterly basis will allow us to continuously seek opportunities for improvement in process, in analysis, and strategy. We hope to be a long term pillar of your company's decision-making structure.