Deathcare
We have been working with a Top-5 player in the Deathcare industry since 2007. We now have nearly 20 years of deep industry knowledge and over 75 professionals with industry-specific experience in the Funeral Homes & Cemetery space. We generate more than $2M in annual EBITDA savings for our client. Our Customer Experience Services have helped our client garner over $12M in annual sales.
Expertise & Technology Platforms
Expertise in HMIS, MAS 500 Sage, Catalyst, Archimedes, SRS Procession 9, Polaris, Workday Adaptive Planning, Office Connect, Smartsheet, Dynamics CRM, and Power BI
Accounting and Reporting
- AP and AR daily, weekly, and monthly processes
- Month-end close: SAB 101 Revenue Recognition compliance, over 75 reconciliations and correction JEs
- PII/PCI Compliances
- Pre-Need Trust Compliance Audit: Preparation and finalization of withdrawal packages for specific contract types, ensuring each package is complete, accurate and compliant with standards. We also run deposit remittances for the trust in HMIS, prepare a Letter of Authorization for each trust code using data fetched from SQL, and validate the data before it is submitted for withdrawals from the Trust.
- Statutory Audit Support
- Internal audit of employee expenses and Vendor audits to identify fraud and duplicate payments
Operations
- Contract Processing in HMIS
- Commission calculations based on sales composition and volumes (Property sales, Services and Merchandise sales)
- Bonus calculations – Based on the quota set for the sales advisor and company policy
Sales and Marketing Analysis
- Calculate and analyze Marketing Campaign Efficiency (radio, print, TV, seminar, online spends—which campaign gets the most leads, what percent of those leads convert to sales and how does the sales volume vary by channel).
- Monitor recorded incoming customer calls to track leads and sales conversion
- Market Share calculations based on government data and obituaries
Automation
We have developed over 15 customized applications to automate workflows resulting in over a million dollars of annual cost savings.
Manufactured Housing
For nearly a decade we have worked with a leading Manufactured Housing Community (MHC) company with over 150 locations across the US. We have nearly 50 professionals with industry-specific experience. We generate more than $1 million in annual EBITDA savings for our client.
Expertise & Technology Platforms
Expert level knowledge of Yardi, Elevate MH Manager, YardiOne, Manage America, Rent Manager, BackOffice and AvidXchange
Accounting and Reporting
- AP and AR daily, weekly, and monthly processes
- Monthly Financials: Every month we perform the month-end book close for nearly 150 locations including more than 200 reconciliations (automated), correction Journal Entries and Accrual JEs
- Monthly Financial Reporting
- Analyze Utilities (electricity, water and sewage) expenses to identify errors and duplications
- Analyze Security Deposits to ensure documents are compliant with State law and refunds are completed within timelines set by State law.
- Dealer & Distribution Accounting
- Loan/Mortgage Accounting
- Analyze inventory refurbishment cost and comparison to budgets. Aging of inventory homes
- Audits including internal audit of employee expenses, vendor audits to identify fraud and duplicate payments, IRS Mock Audits, Remote Audit and supporting statutory audit by preparing Audit Schedules and back up documentation
Operations
- Drone based location audits to ensure operational standards are being met at all locations
- Legal compliance: Audit documentations related to disputed claims to ensure they are complete and accurate
Automation
- Dashboards in Power BI: We have built customized dashboards in Power BI to provide real time information. These include analyses of Delinquency, Rental Income, Expenses, Profitability, Occupancy (including Move Ins and Outs), Home Sales, and Inventory
- Automation of workflows: Our Prospective Resident App has automated the application process for prospective residents. All applications, along with supporting documents are managed digitally.
Sales and Marketing Analysis
- Mystery Shopping: We track how responsive each location is to calls and emails from potential customers. We also benchmark the response rates against competitors.
- Lead processing in CRM
- Google Analytics: We create and analyze data for websites including page visits, time spent, entry pages, and bounce rates to identify key trends and the impact of marketing campaigns
- Marketing Effectiveness: We analyze data from multiple sources to evaluate the effectiveness of digital marketing campaigns. This includes marketing expenses to promote buying or renting of mobile homes through listings on websites. We track relevant website visits to pages for buying or renting, the number of days a home has been in the market for sale, number of applications received, and listing prices of the home
M&A Support
Preparation of Excel models showing financials, demographics, and market data for the acquisition property, due diligence on financial and operational data provided by the seller and performing market research on the target's geographic market