Our Services

Invoice processing and coding, vendor management, W9 Form verification, vendor set up and audit to prevent duplication and fraud

Cash posting to customer accounts and reconciliation of receivables, delinquency tracking and reporting

Highly automated reconciliations on a daily, weekly and monthly basis to ensure discrepancies are identified and addressed early. Bank, credit card, vendor, customer and other GL account reconciliations.

Month-End Journal Entry preparation, Automated reconciliations to identify and rectify errors, Inter Company accounting

Employee expenses and P-Card audit, Vendor audits, Statutory Audit Support (schedule preparation and adjustment JEs), IRS Mock Audits

Calculation of Sales and Use Tax and preparation of monthly returns

Including Sales Commissions based on volumes of products and services sold

We are adept at preparing P&L and Balance Sheets including multi-location consolidations and groupings by business units. We can provide Actual vs. Budget analysis and prior period comparisons.

We can help transform your data into Power BI dashboards that your teams can access across the organization and have real-time information that they can act upon

Is your data spread across disparate systems and difficult to integrate into meaningful reports? Are you unable to get the reports you want from your existing information systems? We can help. Combining our business nous and IT skills, we can design and create reports that you can rely and act upon. And, we can deliver the data in real time so that you don't have to wait till month-end to get the information you need.

We can help you automate and track your Marketing spends, analyze Marketing Campaign Efficiency, Automate and score sales calls (using AI) to analyze how your sales team is performing. We can help you track the conversion of leads into sales and monitor your online presence using tools like Google Analytics

We use AI to monitor the quality of Customer Experience on recorded Customer Calls as well as identify Leads. We help monitor leads in CRM systems to ensure they are addressed effectively. We help identify the most effective Customer Service reps and best practices for improving leads into revenues

Using drone footage we audit whether operational standards are being met at all locations so that customers get the uniformly outstanding experience you want them to every time and across all of your locations

You want your sales team to respond quickly to every potential customer's call or email. Through our Mystery Shopping services, we help you know how responsive your organization is to customer emails and calls. We can also help you benchmark and compare your performance against your competition

Not every sales lead has equal potential and every lead is only hot for a short period. We can help you to optimize your Sales Funnel. We can help you score your leads to prioritize them so that your best sales people address the highest potential leads. Because leads are time-sensitive, we monitor them to ensure they are being worked upon in a timely fashion and escalate any delays.

Any workflow that is based on emails, phone calls, Excel, and physical documents is prone to errors, delays, and duplications. There is no transparency to stakeholders and no tracking of the time taken to complete tasks. We have automated dozens of customer and employee facing workflows to eliminate major back-office bottlenecks

For high volume businesses, identifying accounting errors early is critical to closing books on time. Our automated reconciliation solutions work through the month and identify errors as soon as they happen and allow enough time to correct them before month-end

We have built systems to create budgets (Capex or Marketing related) which automate the process of budget sanction. These solutions incorporate documentation (multiple quotes) as well as approval hierarchy. Our systems then track actual expenditures against specific budgets to ensure they are within limits. Management has access to real-time reporting on Budget vs. Actual information

If your organization requires data to go from one source to multiple destinations, you need to have automated data flows. We have significant experience in automating the processes for downloading data, validating it and uploading to data warehouses.

Our team can gather information about your market share versus your competitors on a monthly and yearly basis.

Any sales effort requires on-going gathering of data from multiple sources and creating a marketing and sales database. We can help you with the desktop research effort to ensure you have a rich data set to work with

Development of detailed Excel-based models capturing financials, demographics, and market data for acquisition properties. Execution of comprehensive due diligence on seller-provided documentation for acquisition targets. Analysis of financial and operational performance of acquisition properties to assess viability. Market research and benchmarking tailored to client requirements. Preparation and delivery of accurate monthly performance and status reports.

Our team has several years of experience in analyzing the qualitative aspects of an acquisition target. As part of our process, we can do a deep dive into the demographics of the target's customer base, its market share, market pricing and thorough competitor analysis

Comprehensive analysis of financial documentation

DCF and Comps/Multiples based valuation analysis