Financial Operations Optimization

Starting at

$

2,200

About this service

Summary

I revamp accounting operations by identifying inefficiencies and implementing strategic solutions.

Process

First, I complete an accounting assessment that allows me to understand the current state of your accounting processes, financial accuracy, and legal compliance. I also meet with you team to gain an understanding on their pain points and desired outcomes.
Dependent on the findings of the assessment and the urgency of the results needed, I develop a subsequent scope of work and we work together on a monthly retainer basis.

What's included

  • Financial Operations Optimization

    Building efficient accounting and financial processes from scratch or overhauling those already in place. Analyzing business needs, budget, and employee competencies to determine the best tech stack fit. Oversee implementation, delegation, and training of staff.


Duration

4 weeks

Skills and tools

Accountant

Financial Consultant

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Industries

Retail
E-Commerce